A newsletter campaign lets you send a one-time email blast to a selected group of contacts. This is your go-to option for announcements, promotions, updates, or any message you want to land in your subscribers' inboxes at a specific time.
When you'd use this
You want to send a single email to part (or all) of your list. Maybe it's a product launch, a weekly digest, a sale announcement, or a company update. Unlike drip campaigns or automations, a newsletter is a one-and-done send, either immediately or scheduled for later.
Before you start
Make sure you've already verified your sending domain and created at least one sender. You won't be able to save or schedule a campaign without a verified sender attached.
Step-by-step instructions
1. Start a new campaign
From your dashboard, click Campaigns in the top navigation. Select Newsletter, then click Create Newsletter.
2. Fill in your campaign details
Campaign Name: This is just for your internal reference. Recipients won't see it.
Subject Line: What recipients see in their inbox. You can use the Subject Line AI tool to generate ideas, and insert custom fields (like the contact's first name) for personalization.
Preview Text: The snippet that appears after the subject line in most email clients. Keep it short and compelling.
Sender: Choose an existing sender or create a new one. You can also add a reply-to address if you want responses going somewhere different.
3. Choose your editor
SendX offers three options:
Drag and Drop Editor: Visual builder with 1,000+ templates. Best for most users.
Plain Text Editor: Paste in your own HTML code directly. Useful if you have pre-built email templates from a designer or another tool.
AI Editor: Let SendX generate email content for you.
For most campaigns, the Drag and Drop Editor works well. Pick a template, then customize it by dragging content blocks from the sidebar. You can add images, buttons, text, and merge tags (custom fields) anywhere in the email.
4. Preview and test
Before moving on, preview your email:
Toggle between light mode and dark mode to see how it renders
Switch between Desktop, Tablet, and Mobile views
Click Send Test Email to send yourself a real copy
Always send a test. What looks fine in the editor sometimes breaks in actual inboxes.
5. Select your recipients
Choose who receives this campaign:
Pick from your Lists, Tags, or Segments
Optionally exclude specific groups (for example, contacts who already purchased, or a suppression segment)
SendX shows the total recipient count after your selections
If your selections result in zero valid contacts, you'll see a warning. The campaign will save but won't schedule.
6. Review everything
SendX runs a final check and flags anything missing or potentially problematic. Review the warnings, fix what's needed, and send another test email if you made changes.
7. Schedule your campaign
You have four options:
Option | What it does |
Send Now | Campaign goes out immediately |
Send Later | Pick a specific date, time, and timezone |
Send in Contact's Timezone | Each contact receives the email at the scheduled time in their local timezone. You set a fallback timezone for contacts without timezone data. |
Smart Send | SendX uses each contact's historical engagement data to pick the optimal send time. If a contact has no history, it falls back to your specified preferred time. |
Google Analytics Tracking
Enable Track campaign click report on Google Analytics to add UTM parameters to all links in your email. When enabled, SendX automatically appends tracking parameters so clicks from this campaign appear in your Google Analytics reports.
This lets you:
See how much traffic your email campaigns drive to your website
Track conversions and goals from email visitors
Compare email performance against other marketing channels
Analyze which campaigns generate the most engaged visitors
The UTM parameters include the campaign name, source (SendX), and medium (email), campaign (campaign name) allowing you to filter and segment your analytics data by specific campaigns.
Note: Your website must have Google Analytics installed for this tracking to work. The parameters are added to links automatically. You don't need to modify your email content.
Once you're happy, click Schedule Campaign. Done.
Send in Contact's Timezone
This option delivers your email at the same local time for every contact, regardless of where they are in the world. If you schedule for 9am, someone in New York receives it at 9am EST, while someone in London receives it at 9am GMT.
How SendX determines a contact's timezone: Timezone is detected from the contact's IP address when they interact with your emails or visit your website (via the tracking snippet). You can also set it via the API or CSV import.
What you need to set:
Scheduled time: The local time you want contacts to receive the email (e.g., 9:00 AM)
Fallback timezone: The timezone to use for contacts who don't have timezone data yet (typically new contacts who haven't engaged with any emails)
What happens if the scheduled time has already passed? If you schedule for 9am and some contacts are in timezones where 9am has already passed for the day, those contacts receive the email immediately. Contacts in timezones where 9am hasn't arrived yet will receive it at 9am their local time.
When to use this option:
You want to reach people during business hours or a specific time of day
Your audience spans multiple timezones
You're sending time-sensitive content (flash sales, event reminders) where local timing matters
Smart Send
Smart Send lets SendX automatically choose the best time to deliver your email to each contact based on when they've historically engaged with your emails.
How it works: SendX analyzes each contact's past open and click behavior to identify patterns. If a contact typically opens emails around 2pm, Smart Send will aim to deliver your campaign around that time. The system starts learning from a contact's very first engagement and continues to refine its predictions as more data accumulates.
What you need to set:
Preferred time and timezone: This serves as the fallback for contacts who don't have enough engagement history yet (new subscribers, contacts who haven't opened recent emails)
Delivery window: Smart Send delivers emails within a 24-hour window. Each contact receives the email either at their predicted optimal time or at your specified preferred time if there's no engagement data available.
When to use this option:
You want to maximize open and click rates without manually testing send times
Your audience has varied engagement patterns
You're sending non-time-sensitive content where delivery can be spread across the day
Smart Send vs. Send in Contact's Timezone: Both options personalize delivery timing, but they work differently. Send in Contact's Timezone ensures everyone gets the email at the same local time (9am is 9am everywhere). Smart Send delivers at different times based on individual behavior, so one contact might get it at 8am while another gets it at 3pm, depending on when each person typically engages.
Changing your schedule: You can modify your scheduling option anytime before the scheduled send time. Go to the campaign, and you'll be able to switch between Send Now, Send Later, Send in Contact's Timezone, or Smart Send. Once sending begins, the schedule cannot be changed.
Important notes
You can edit, cancel, or delete a scheduled campaign anytime before it starts sending. Once sending begins, you can't stop it.
No plan restrictions. All scheduling options, including Smart Send and the AI Editor, are available on every SendX plan.
No campaign limits. Create as many campaigns as you need.
Common questions
What if my campaign shows "Recipient Error"?
This means your recipient selection resulted in zero contacts. Check your list/segment selections and exclusions. You may have excluded everyone, or the segment might be empty.
Can I change a campaign after I schedule it?
Yes. Go to your Campaigns list, find the scheduled campaign, and edit it. You can change anything, including content, recipients, or send time, as long as sending hasn't started yet.
What's the difference between "Send in Contact's Timezone" and "Smart Send"?
"Send in Contact's Timezone" delivers at the exact time you choose, just adjusted for each contact's local timezone. "Smart Send" picks the best time for each individual contact based on when they've historically engaged with your emails. Smart Send is more personalized but requires engagement data to work well.
Do I need to verify my domain before creating campaigns?
Yes. You need a verified domain to create a sender, and you need a sender to save a campaign. If you haven't set this up yet, go to Settings > Domains first.
What if most of my contacts don't have timezone data for "Send in Contact's Timezone" option?
They'll all receive the email at your fallback timezone. If you're not sure most contacts have timezone data, consider using "Send Later" with a single timezone instead.