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      How to send a Campaign with Instant AI

      Campaigns let you send one-off marketing emails from Instant AI. Use them for launches, promos, and seasonal events where you control the message and timing.

      Below is a clear, step-by-step guide, with short notes where helpful.

      Quick start (6 steps)

      1. Create a campaign

      2. Choose your audience

      3. Build the email (subject, preview, content)

      4. Preview and save

      5. Schedule or send

      6. View Analytics

      1) Create your first campaign

      1. Go to Campaigns in the left navigation.

      2. Click Create Campaign.

      3. Your campaign automatically creates in Draft.

      Notes

      • New campaigns start with a simple Header + Rich text body + Footer layout. You can keep, remove, or replace these blocks. 

      • Draft is the only state you can edit or delete.

        • If a campaign is Scheduled, change it back to Draft to delete it.

        • Sending, Sent, and Cancelled campaigns can’t be edited or deleted.

         

      2) Choose your audience

      1. In To, pick a base list:
        1. All Emails → Everyone in your contacts who is not unsubscribed. Use this for non-marketing communications (e.g. order updates, transactional notices).
        2. All Marketing Subscribers → Only contacts who have explicitly subscribed to receive marketing. This is the recommended option for promotional campaigns.

          Tip: If you’re using Klaviyo with Instant AI, your marketing subscriber list matches Klaviyo’s “Marketing consent exists + Subscribed” group. Read more
      2. (Optional) Add filters:
        1. Location: in or not in selected countries/regions.
          Uses the address saved on each customer profile from their last purchase
        2. Purchased: in or not in last 7, 14, 30, 60, 90, 180, 365 days.
        3. Engaged: in or not in last 7, 14, 30, 60, 90, 180, 365 days.

      How this works with your Klaviyo integration

      • If connected, Instant AI uses Klaviyo engagement (opens, clicks) and subscription status for segments like “Engaged in last 180 days”. This is included in addition to metrics from Instant AI sends. 

      • If connecting Klaviyo before your first campaign and allow ~2 hours for historical data to sync.

       


      3) Build the email

      Now you’re in the email block editor and can add, remove, or reorder blocks as you like.

      Blocks you can use

      • Rich Text: write and format headings, lists, links, etc.

      • Header / Footer: swipe from your library of branded sections.

      • Image: upload an image, then click the cog to set a link URL.

      • Select Existing: reuse any HTML or images you’ve used in other campaigns or flows.

      • Custom HTML (optional): import your own snippets if enabled.

      Notes

      • When you add a URL to an image and save, the link is stored with that image block for future reuse.

      • If Custom HTML isn’t enabled and you want it, contact your Customer Success Manager.

      • UTMs are added for you automatically.

      Meet the compliance requirement

      You must include an unsubscribe link somewhere in the email. Instant AI checks for it before you can save.

      Fastest way

      • Use an Instant footer block (it includes the unsubscribe link by default).

      If pasting custom HTML

      1. Find your existing unsubscribe link in the HTML.

      2. Replace its URL with: href=""

      3. Keep the visible label (for example: Unsubscribe).
      4. For plain-text emails, add at the bottom.

      Important: You won’t be able to Save until the Instant unsubscribe link is present.


      4) Save, send a preview, or schedule

      Use Preview (top-right) to toggle between:

      • Editing view (blocks expanded)

      • Preview view (full email layout)

      1. Save your campaign.

      2. (Optional) Click Send Preview to email yourself a test.

      3. Click Schedule Campaign and choose:

        1. Send Now (Instant AI will send it in 5 minutes)

        2. Schedule for later (pick a date and time at least 5 minutes from now)

        3. You’ll see a confirmation showing the subject, preview text, design, audience segment and count, and the send time.

        Notes

        • Prefer to finish later? Leave it as Draft. Find it on the Campaigns page, open it, then Edit Template, Schedule, or Delete (Draft only).

        5) Browse campaigns (once you’ve made a few)

        Open Campaigns to see your dashboard.

        • Pick a date range (7, 14, 30, 60, 90, 180 days, last year, month-to-date, quarter-to-date, year-to-date, or custom).

        • At the top you’ll see high-level metrics, calculated with Instant AI’s 5-day open + click attribution.

        • The list shows all campaigns with the newest at the top.

          • Search by name.

          • Filter by status: All, Sending, Scheduled, Draft, Sent, Cancelled.

        6) View analytics (sent campaigns)

        Open any Sent campaign to see full analytics.

        Performance

        • Emails Sent, Open Rate, Click Rate, Total Conversions

        • Campaign Interaction funnel: Submitted → Delivered → Opened → Clicked → Ordered

        • User Engagement: First 7 Days chart. Toggle Opened, Clicked, or Conversions.

        Activity

        • See every individual send with subject, timestamp, and status.

        • Filter by All, Has Opened, Has Clicked, Converted.

        • Useful for checking dynamic content, since you can view the exact email each person received.