syndelo.
Sign InTry The DemoGet Started

How Do I Send an Email Campaign?

For SponsorsBy Syndelo

Explains how to write, test, send, and schedule an email campaign to a group of contacts.

Go to Messages then Email Campaigns and click New Campaign. Write one email, choose who gets it, and send it now or schedule it. Each person gets their own copy with their details filled in.

Write the campaign

  1. Enter a Campaign Name. Only your team sees this.
  2. Enter a Subject Line. Use the merge buttons to add details like first name.
  3. Write the message. Use Insert Field in the toolbar to add merge fields such as first name, last name, full name, email, company, or sponsor name. Links are tracked. Images are not supported in campaigns.

Choose the audience

Under Who Gets It?, choose Send To:

  • Contacts with Tags
  • A Saved Directory View
  • Contacts on a Team
  • Contacts with a Relationship Status
  • Investors in an Investment

The audience includes prospects who have no portal login. People who opted out and contacts with no email address are skipped.

Preview and test

  • Click Preview to see the email.
  • Click Send Test to Me to get a copy in your inbox.
  • Click Save Draft to save and come back later.

Send or schedule

  1. Click Review & Send.
  2. Check the subject, how many people Will Receive It, and how many are Skipped.
  3. Choose Send Now or Schedule for Later and pick a time.
  4. Check the box confirming you’re ready, then click Send Now or Schedule Campaign.

Emails go out in batches, so a large campaign can take several minutes. Some roles can write campaigns but not send them. Someone who can publish communications must send it.

After sending

Open a campaign from the list to see Delivery, Engagement (Opened and Clicked a Link), and Recipients. Use Unschedule to move a scheduled campaign back to drafts, or Stop Sending to stop one in progress. Drafts can be deleted.

Unsubscribes and your mailing address

Every campaign email has an unsubscribe link and shows your mailing address. Add a Campaign Mailing Address in Settings under Email & Mailboxes before sending. Anyone who unsubscribes goes on your Do-Not-Email List. See How Do I Connect My Mailbox and Log Emails?

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.

Try It With Sample Data

Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.

Try The Live Demo

More in Investors & CRM

How Do I Add an Investor?How Do I Get Prospects From My Website Into the Fundraising Pipeline?How Do I Update Many Investors at Once?How Do I Change an Investor's Email Address?How Do I Connect My Mailbox and Log Emails?How Do I Use Teams to Group Investors?