Testing & Sending a Campaign
Once your email is designed (see Designing Your Email) and your contacts are connected, sending goes through a deliberate, two-step gate — nothing goes out by accident.
1. Test it
Ask your assistant to send a test email to your own inbox first. It uses the exact HTML and subject you're about to send for real, so what you see is exactly what your recipients will get — check it before anyone else does.
2. Preview
Your assistant checks the real recipient count for the list or segment you're targeting and shows you a few sample addresses. Nothing sends yet — this is purely a check.
3. Confirm
Once you say to proceed, a separate confirmation step actually starts the send. This two-step gate is deliberate: a campaign never goes out because of a misunderstanding about who it's going to or what it says.
A campaign genuinely won't send without the required mailing-address footer and unsubscribe link built in — see Designing Your Email for how that gets added.
Once it's out, head to Reports & Dashboards to check how it did.