Send email campaigns from your phone

You can write a whole email on your phone, from the first line to the send, or pick up a draft you started on the web. Everything is the same campaign on both: the web's Campaigns docs apply here too.

The Campaigns tab

• Switch between All, Scheduled, Drafts and Sent, or search by name or subject.
• Each email shows its status (Draft, Scheduled, Sending, Sent, Cancelled or Needs approval) and, once sent, how many it went to and how many opened it.
• Touch and hold an email for Send Test to Me, Edit Email, Duplicate, Schedule or Reschedule, Cancel Schedule and Open on the Web.

Start a new email

Tap New email on the Campaigns tab, or New Email on Home, then choose how to start:

• Write with AI — say in a few words what the email is about, such as This month's news, and SendBeam writes a draft in your brand.
• Start from a Design — ready-made layouts in your brand. Tap one to preview it, then Use This Design.
• Blank — start from nothing.
• Your templates — any template saved in the workspace.

Writing with AI needs to be switched on for the workspace.

Edit the email

The editor shows the email as a list of blocks. Tap a block to change it, or Add Block to add one: Heading, Text, Image, Button, List, Quote, Divider, Space, Social links and Footer. Your logo comes from Brand.

• In text, add a link or change the colour, and insert a contact's first name, last name or email so each person sees their own.
• Give an image a description for people who can't see it.
• Use a block's menu to move it up or down, duplicate or delete it, or Reorder Blocks to move several.
• Set the Subject — what the inbox shows. Subject ideas reads your email and suggests a few: any, short, with their name or with an emoji.
• The Name is for your team only; subscribers never see it.
• Preview shows the email as a contact will see it.

The draft saves as you go, and if the app closes before it saves, your changes are back next time you open it. A footer with the unsubscribe link and your postal address is required; the app reminds you if it's missing, along with empty blocks and buttons without a link.

Choose who gets it

Tap Next: who gets it and choose the audience:

• Everyone subscribed.
• One of your lists.
• One of your segments. Segments update as people change.

Under More options → Leave out, tick lists, segments or tags whose people shouldn't get this email, even if they're in the audience.

Review and test

The Review screen checks the email before it goes:

• It checks the subject, the footer and that every link opens, and says what to fix.
• Check the Wording reads the email and suggests improvements.
• It shows how many people will get it and who it's from. On the Free plan, emails end with a small Sent with SendBeam line.
• Send a Test to Me sends a copy to your own address.

Test two subjects

Under More options → Test two subjects, write a second subject line. Part of the audience gets the test, half with each subject; after the wait, the subject with more opens or clicks goes to everyone else. A tie goes to subject A.

• Who gets the test — 10, 20, 30 or 50% of the audience (20% to start with).
• Then wait — 1 hour, 2 hours, 4 hours or 1 day (2 hours to start with).
• The winner has more — opens or clicks.

See Subject line test for how a test runs, and its results.

Schedule or send now

Tap Send… on the Review screen, or Schedule on the campaign:

• Schedule — pick In one hour, Tomorrow at 9:00, Next Monday at 9:00 or Custom…. Times are in your phone's time zone and must be at least 10 minutes ahead.
• Send Now — the app shows the subject, the sender and how many people will get it, then asks you to press and hold the button for a moment, so a stray tap never sends.

A send from the phone starts 60 seconds later. Until then the campaign shows a countdown and Undo: a scheduled email goes back to its time, and a draft stops, with a draft copy ready to carry on. Placeholder addresses in the audience are left out.

To stop an email that's already sending, open it and tap Stop Sending. It can't be resumed.

Approval

In a workspace where a reviewer has to approve campaigns before they go:

• When you send or schedule, the app offers Request Approval. The campaign shows Waiting for a reviewer's approval until it's approved.
• A reviewer gets a notification and sees the campaign under Needs you on the Activity tab. Open it, check the preview, then tap Approve or Request Changes.
• Once it's approved, the sender sends or schedules it as usual.

See Approval before sending for how it is set up.

After it sends

Open a sent email to see how many it was sent and delivered to, and how many opened, clicked, bounced and unsubscribed. If you sell online and SendBeam tracks orders, it also shows the orders and revenue that followed the email. For the full report, use Open in SendBeam, or see Campaign stats.

Templates

A template is an email you start others from: your layout, logo and footer, ready each time. Open Templates from Your tools on Home.

• Create a Template starts one the same ways as a new email, and it's edited with the same editor.
• Use in a New Email starts an email from a template.
• In the editor, Save as Template keeps the email you're writing as a template too.