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Email marketing
Email marketing lets you send one-time campaigns to contacts who have agreed to hear from you. You can build reusable templates, schedule a campaign, and return later to see delivery and engagement results.
Quick answer
Open Marketing → Email. Finish Sender Setup, prepare a Smart List in Customers, create a campaign from scratch or a template, then choose Send now or Schedule. Klixey checks your sender, audience, content, timing, and available sends before anything goes out.
Workspace Owners only
Only the workspace Owner can open Email marketing, manage the sender, and send campaigns.
What you can do
With Email marketing, you can:
- Send a one-time campaign to a saved Smart List.
- Start with a blank email or a reusable template.
- Preview the email on desktop, mobile, or as plain text.
- Send a test to an address you control.
- Send now or schedule for a specific local date and time.
- Pause or cancel the unsent part of an active campaign.
- Review delivery, clicks, unsubscribes, and recipient-level results.
Before you start
Have these ready:
- A From address on a domain you own.
- Access to the place where that domain's records are managed.
- A working inbox where replies should go.
- Your business mailing address, which appears in the required email footer.
- Contacts who gave you permission to send them marketing email.
A customer record is not automatically permission to send marketing. Klixey keeps prior unsubscribes and delivery-safety exclusions out of your audience even if a tag or import would otherwise include them.
Your four-step quick start
1. Set up your sender
Open Marketing → Email → Sender Setup and complete all four tasks shown under Get ready to send.
2. Prepare an audience
Open Customers to review marketing permission, add tags, import contacts, and create the Smart List you want to reach.
3. Create the campaign
Open Marketing → Email → Campaigns, click New campaign, and choose a blank campaign or a template. Complete Content, Audience, Settings, and Review.
4. Send and review the results
Choose Send now or Schedule. Sending continues if you leave the page, so you can return to the campaign later to see progress, delivery, clicks, and recipient details.
Where everything lives
| Task | Where to go |
|---|---|
| Draft and manage campaigns | Marketing → Email → Campaigns |
| Create reusable email designs | Marketing → Email → Templates |
| Set up the From and reply-to details | Marketing → Email → Sender Setup |
| Manage permission and contacts | Customers → Contacts |
| Build reusable audiences | Customers → Smart Lists |
| Organize or import contacts | Customers → Tags or Imports |
| Check sends or add Wallet funds | User menu → Billing |
Sends and billing
One recipient uses one send. Klixey uses your included plan sends first, then any available Klixey Wallet funds. The campaign's Review step shows Available sends, Included allowance, and Wallet capacity before you send.
Your plan's allowance and Wallet controls stay on Billing & Plan, where the workspace Owner can use Add funds or Auto top-up when needed.
→ Managing your Klixey plan and Email sends