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Email Campaign Builder

Email Campaign Builder

Use Hub -> Admin -> Email to manage hub email settings and send custom campaign updates.

Who Can Use It

  • OWNER and ADMIN can create, send, schedule, and export campaigns.
  • MANAGER access depends on your current role policy and permissions in the hub.

For full role boundaries, see Roles and Permissions.

Campaign Studio

Use this when you want to build and send a real hub email.

It is best for:

  • Event reminders,
  • Logistics updates,
  • Community announcements,
  • Targeted follow-ups to members, ticket holders, or waitlists.

Workflow

Step 1: Audience and Context

  1. Set campaign title.
  2. Select an event (searchable picker).
  3. Choose audience segment and filters.
  4. Use Preview Audience to verify count and sample recipients.

Step 2: Message Content

  1. Set subject and optional preheader.
  2. Configure header branding text/logo and logo position.
  3. Add hero image and choose placement/width.
  4. Build content using Visual Builder blocks (for example heading, paragraph, list, divider, image, button, event card).
  5. Use style controls for spacing, fonts, alignment, and button appearance.

Configure optional campaign actions:

  • Primary CTA button,
  • Secondary links (My Tickets, View Event, Open Hub, custom URL),
  • Alignment and display order.

Step 4: Review and Deliver

  1. Save draft.
  2. Use Preview Campaign and Send Campaign Test.
  3. Send immediately with Send Now or set a date/time to schedule.
  4. Export recipients and delivery outcomes CSV when needed.

Email Defaults

Use this section to set the shared defaults that apply across hub emails and campaigns.

Set or review:

  • From display name and reply-to,
  • Header image/logo defaults,
  • Brand colours and button text colour,
  • Default footer/sign-off,
  • Whether non-essential update emails are enabled for this hub.

Good practice:

  • Set these once before your first campaign,
  • Review them before a major send,
  • Keep reply-to monitored by a real operator.

Template QA

Use this before high-importance sends when you want to verify the exact template output.

This is where you:

  • Preview standard templates with sample variables,
  • Confirm fallback text and branding,
  • Send one-off test emails to yourself or a teammate before using the live campaign flow.

Live Preview Tips

  • Start live preview manually when ready.
  • Keep editing while the preview stays visible in the right panel.
  • Use desktop/mobile preview toggles to check layout differences.
  • Use exact refresh before final send to verify final rendered output.

Policy and Compliance Notes

  • Mandatory system emails are always sent when required by workflow.
  • Non-essential update emails respect user preferences and unsubscribe behaviour.
  • Campaign exports and sends are permission-gated and audited.
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