Create your first email campaign
You need a verified sender and an audience that has permission to receive the message. Klarstig saves your work as a draft while you prepare it. Drafts, audiences and previews work now; sending is not active yet.
What this guide helps you do
Prepare, check and send an email campaign to people who asked to hear from you.
Who this applies to
Workspace owners and admins can verify the sender, approve and send. Other members can prepare drafts and audiences.
Before you start
- Sending is not active yet. Until it is switched on for your workspace, Send now and Schedule stay blocked and nothing is sent. You can still prepare drafts, audiences and previews.
- An email address in a form never subscribes anyone. Only people who gave permission are eligible.
- Purchased, rented or scraped lists are not allowed.
- Delivered emails cannot be recalled.
Steps
- Open Campaigns, then choose Create a campaign.
- Choose the goal that best fits your message.
- Select an audience. Review the eligible count and any exclusions. If no audience is ready, follow Set up an audience below.
- Edit the subject, preview text, message and button. Check the phone preview and the first-name fallback.
- Choose Send a test and send only to a permitted test inbox. A test does not start the campaign.
- On Check it once, confirm the sender, audience, content and timezone. Fix any highlighted blocker.
- Choose Send now or Schedule, then confirm the actual recipient count and time.
- Track progress in Results. Accepted means the sending service has accepted the message; Delivered reflects its delivery event and does not guarantee inbox placement.
What you should see
Your campaign is saved as a draft at every step. Once sending is active for your workspace and your sender is verified, it is sent or scheduled only after you confirm.
Set up an audience
Open Audiences. Choose Connect a form opt-in to add people who tick the opt-in box on a published form, or New list for a list you manage.
You can add past responses that ticked the box. People who did not tick it are never added.
Import contacts
Choose Import a CSV, match the email and name columns, and review valid, invalid and duplicate rows.
If you do not know whether people agreed, import them without permission: they are kept but never receive campaigns. If they agreed, describe how; that evidence is stored with the import.
Verify your sender
Campaigns are sent from an address at your own business domain, not a free-mail address and not a Klarstig address. Start sender verification and add the DNS records shown at your domain provider. Do not create a second SPF record.
Your Reply-To inbox is where replies arrive. It is verified separately: Klarstig sends it a 6-digit code that you enter in Sender & settings. Confirming the Reply-To inbox does not verify your domain.
Schedule or change a campaign
Scheduled times use the timezone in Sender & settings. Editing a scheduled campaign cancels its approval; you need to schedule it again.
Unsubscribes
Every campaign includes your organization name, postal address and an unsubscribe link, plus one-click unsubscribe for mail apps that support it. Klarstig checks preferences again just before each email is sent.
Pause or cancel
Pause stops unsent work; Resume continues it. Cancel campaign stops it permanently. Neither can recall emails already delivered.
Failed or uncertain sends
Failed emails are not retried endlessly. If the sending service did not confirm in time, the email is marked Needs review rather than counted as delivered.
Ask for setup help
Our Platinum Service team can help with sender setup, a permitted contact import and your first campaign at no additional service charge.
Troubleshooting
Send now is blocked.
Open Sender & settings. Your sending domain must be verified, your Reply-To inbox confirmed with its code, a postal address set, and sending must be active for your workspace.
The eligible count is lower than my audience.
Unsubscribed, bounced, complained and no-permission contacts are excluded automatically, and duplicates are counted once.
My save failed.
Check your connection and try again. If someone else edited the campaign at the same time, reload to see their version before continuing.
Still need help?
Send us a message with your workspace name and what you tried. Don’t include card numbers or passwords.