Last updated September 23, 2026
Campaigns let you send a single email to many clients at once. Use them to share promotions, destination updates, seasonal offers, or any message you want to send to a segment of your client list.
A campaign sends one message to a selected audience. An automation runs steps from a trigger or timing rule. Use an automation for a welcome sequence rather than repeatedly sending the same campaign by hand.
Clients included, + Include leads, and + Include contacts control the audience sources. You can turn clients off for a newsletter that should reach only marketing contacts. Being a contact does not mean someone has booked a trip.
+ Has an active booking narrows the client audience to people with a booked trip that has not ended. Leads and marketing contacts are unavailable while this filter is active.
Agency owners and admins can choose:
| Mode | Scope |
|---|---|
| My Clients | Your own audience |
| All Agency Clients | Agency-wide audience |
| All Clients (From Their Agent) | Agency-wide audience with advisor-based sending |
These choices also scope included leads and marketing contacts. They do not turn those sources on automatically. Review both the sender mode and the source buttons before sending.
Choose + Filter by tag to narrow the included sources. Multiple selected tags match people with at least one of those tags. Use Browse to inspect the eligible recipients instead of relying only on the count. Segments lets you work with saved audience selections.
Counts can be lower than the number of records: duplicate email addresses are combined, and opted-out or permanently undeliverable addresses are excluded. A person listed as both a client and a contact should not receive two copies of the same campaign.
Wait for the count to finish loading after changing the audience. If it cannot load, retry before sending; a failed count is not proof that the list is empty.
Create a short signup form with first name, last name and email. In Form settings, turn off Lead Creation if these signups should stay out of the travel lead pipeline. Add a newsletter tag under Tags on Submission and enable Marketing Contacts. Share the form link or embed it on your website.
In the campaign, include contacts and filter by that newsletter tag. Check the settings on your other forms too: a trip request form with Marketing Contacts enabled also adds its submitters to Contacts. A newsletter tag helps keep the intended list clear.
When you're ready to build the email body, you have four starting points: Start from Template, Draft with AI, Start from Blank, or Paste HTML. Any of them opens the full-screen email editor, so the whole screen is yours while you work — click Done to return to the campaign settings (your work is autosaved as you go).
Drag blocks from the left panel — headings, text, images, buttons, columns, plus travel-specific blocks like destination cards, trip CTAs, and your agent signature — or hover between blocks and click the + that appears to insert one right there. A few things worth knowing:
Cmd+Z / Shift+Cmd+Z (or the arrows in the toolbar)Cmd+D duplicates itEmail apps like Gmail and Outlook can't play video inside a message, so the YouTube block does what the best newsletters do: it shows your video's thumbnail with a play button, and clicking it opens the video on YouTube.
youtu.be share links and Shorts all work.Want a stronger call to action? Add a Button underneath that says "Watch the video" and paste the same link.
If you hand-code your newsletters — or you're bringing designs over from Mailchimp or another platform — switch the editor to HTML code. You get a code pane on the left and a live preview on the right, with merge-tag chips that insert at your cursor.
Paste or write a complete HTML email, then choose a recipient in the editor to check personalization. The draft overview shows a sample layout. Merge tags like {{client_first_name}} are filled in per recipient at send time, and your unsubscribe link and agency address footer are appended automatically — you don't need to include them in your HTML. Email apps may render the layout differently, so review a test email before sending to your audience.
Switching from the visual builder to HTML converts your current design to editable HTML. The reverse isn't possible (HTML can't be turned back into blocks), so the editor confirms before either switch.
Click Load template to pre-fill the email from a saved template, or Save as template to reuse the current email later. Templates built with blocks open in the visual builder with their colors, fonts and preview text; raw-HTML templates open in HTML code mode.
The body supports merge variables that are replaced per recipient:
{{client_first_name}} — recipient's first name{{client_last_name}} — recipient's last name{{agent_name}} — the sending agent's nameClick Send Now to send immediately. You'll see a confirmation dialog showing the recipient count.
Click Schedule to pick a future date and time. The campaign sends automatically at the scheduled time. You can cancel a scheduled campaign before it goes out.
The remaining-send allowance is shown in the campaign editor. It counts individual emails, not the number of campaigns or saved contacts. For example, one campaign sent to 100 recipients uses 100 sends.
Your allowance depends on your current plan and any email add-on. Check the live allowance and Settings → Billing for the options available to your account. Monthly allowances reset at the start of the calendar month. Sending and scheduling are unavailable when the campaign cannot fit within the remaining allowance.
Campaigns include an unsubscribe link. An opt-out applies to the same email address across clients, leads and marketing contacts in your workspace, so adding another copy of the person does not make them eligible again.
Keep unsubscribed records so their preference is retained. Do not delete them just to clean a mailing list. For delivery problems, inspect the recipient status: a temporary bounce, an incorrect address and a permanent delivery failure need different follow-up.
Marketing opt-out does not mean every transactional message stops. Trip and billing messages, such as invoices and payment reminders, have a different purpose.
Under Review & Send, choose Preview for recipient, then select someone from the current audience. This checks the current email with that recipient's personalization and sender details without sending a message. Previewing is available even when your send allowance is exhausted. If you change the audience or email, open a fresh preview before sending.
Open a draft or scheduled campaign to see a sample layout. A checklist beside it shows whether audience, sender, subject line and content are set; it does not replace a final recipient preview and test email. Review and send takes you to the editor's send step. Choose a recipient there to check personalized details. Duplicate and Delete are in the ⋯ menu. A scheduled campaign shows when it will send and to how many people; you can cancel it from the ⋯ menu.
After sending, the campaign detail page shows four headline numbers, each with its share of recipients:
| Metric | Description |
|---|---|
| Delivered | Emails successfully delivered |
| Opened | Recipients who opened the email |
| Clicked | Recipients who clicked a link |
| Unsubscribed | Recipients who opted out from this email |
Below them, a funnel shows how many were sent, delivered, opened and clicked. If anything went wrong (bounces, spam complaints or send errors), a yellow strip lists only the problems that happened. Use the status filter on the recipients table to see who.
On the Campaigns page, the summary strip shows emails sent, campaigns sent, open and click rates for the period you pick (7 days, 30 days or year). Changes against the previous period only appear when something moved. Opted out is the share of all your clients who have unsubscribed, not just those from this period. If you have drafts, a Drafts in progress row takes you straight back to the one you edited last.
Open the campaign and click View email. The email opens exactly as it went out. Fields like {{client_first_name}} show as fields, because each person received their own name in that spot.
A campaign's audience is a rule, such as "everyone tagged Tuscany group". People keep matching that rule after the campaign goes out, for example when a sign-up form tags each new subscriber.
When someone new matches, the sent campaign shows a Send to N new button, with N being how many people joined since. Click it and confirm, and they receive the same email. Everyone who already received it is skipped, and anyone who unsubscribed is never included.
For a series of campaigns, repeat this on each one, oldest first. The campaign keeps its original sent date, and the new emails count toward your monthly limit.
Open the More actions menu (the three dots) and choose Duplicate to open a draft copy with the same content and audience. Change anything you like before sending it. From the draft you can also choose Save as template to reuse the design in future campaigns.
View and manage all client communications — emails, portal messages, and trip conversations — in one place.
Find and file automation emails in Automations → Emails: Family and When filters, folders, and categories you name yourself.
Compose and send emails to clients from your JourneyFuse inbox with rich formatting, images, and thread history.