Prepare, send, and track a campaign
Console: Marketing → Campaigns. For the person preparing the restaurant's
email and the authorised sender. Editing permission can differ from permission
to test, schedule, or send.
Prepare a saved draft
- Select New campaign. Set Campaign name, subject, preheader, and
sender. Blank sender fields inherit
Marketing settings.
- Under Audience, choose Send to segments and But not exclusions.
Inspect the resolved unique audience and eligible count; adding segment
counts together ignores overlap, exclusions, and send-time gates.
- Edit the content and review Desktop/Mobile previews, links, restaurant
identity, personalisation, and the unsubscribe footer. If using Test two
versions, check both subject lines, content, and the split.
- Select Save draft or Save changes and verify the saved result.
- Use Send test only with an intended test recipient and send permission.
It sends a real email. Check the received content before guest dispatch.
If content could not load and the editor says it is showing a placeholder,
reload before editing or saving. Saving that placeholder would replace stored
content. A failed audience or usage check is not an audience of zero.
Review dispatch
Check recipients, exclusion/consent reasons, sender, subject, content, usage,
and any projected overage. For a guest promise, review the required restaurant
promoter acknowledgement and fulfilment workflow.
Do not confirm terms or availability the restaurant cannot honour.
Schedule send uses the displayed restaurant time zone and permitted send
window. Review the scheduled time and confirmation. Audience and consent are
resolved again when it sends. Send now dispatches immediately and cannot
recall emails already sent. Confirm only the intended campaign.
Distinguish campaign states
| State/action | Meaning |
|---|
| Draft | Saved editable work; no dispatch yet |
| Scheduled | Waiting for its send time |
| Sending | Dispatch underway, possibly in batches |
| Sent | Dispatch recorded; not proof every email reached an inbox |
| Cancel schedule | Cancels future dispatch and returns an eligible unsent campaign to draft |
| Stop sending / Mark as stopped | Closes a part-sent campaign; reached guests are not unsent |
A stopped campaign cannot be edited or sent again. Reaching remaining guests
requires a reviewed new campaign excluding those already reached. If recipient
resolution stopped delivery or progress cannot be checked, follow the displayed
recovery instruction and contact support; do not bypass hidden sending controls.
After a timeout, inspect the same campaign, reached count, queue, and status
before another send. Do not duplicate the campaign just to retry. Use
Results to review delivery and outcomes separately.