> ## Documentation Index
> Fetch the complete documentation index at: https://sailia-mintlify-5b02008a.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.
# Campaigns
> Send targeted marketing emails to filtered groups of customers from inside Sailia.
Campaigns are one-off marketing emails you build and send from inside Sailia. Use them to promote sessions, share updates, run seasonal offers, or stay in touch with specific groups of customers — without exporting lists into another tool.
Unlike [automated workflows](/integrations/workflows), which fire on triggers, campaigns are sent manually (or scheduled) to a defined audience.
Campaigns is included for all Sailia accounts. Access requires the **Communications Dashboard** permission.
## What's in a campaign
Each campaign has four parts:
| Part | What it does |
| -------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Basic info** | Campaign name (internal), subject line (shown in inbox), and preview text |
| **Compose** | The email itself — built with a drag-and-drop editor that supports text, images, buttons, and [saved blocks](/customers/notifications#saved-blocks) |
| **Audience** | Filters that decide who receives the email |
| **Send** | Send now or schedule for later |
## Create and send a campaign
Go to **Communications → Campaigns** and click **New campaign**. Give it an internal name and a subject line. Add preview text if you want extra context to appear in the inbox preview.
In **Compose**, drag in blocks for text, images, buttons, or saved blocks. Your work is autosaved as you go (see [Autosave](#autosave)), but you can still click **Save** to capture changes immediately.
Open **Audience**, add filters (see below), and preview the count before continuing. Filters can be combined with **All conditions** (every rule must match) or **Any condition** (at least one).
Check the subject, content, and audience size on the review screen. Send immediately or schedule for a future time.
## Audience filters
Filters control exactly who receives the campaign. Without them, it's easy to send the wrong email to the wrong people. For a full reference of every filter type, combination logic, and worked examples, see [campaign audience filters](/customers/campaign-audience-filters).
| Filter | Use case |
| ---------------------- | -------------------------------------------------------------------------------------------- |
| **Course purchase** | Target people who bought a specific activity, optionally filtered by location and date range |
| **Course attended** | Target people based on attendance |
| **Shop purchase** | Target people who bought a specific shop product |
| **Family created** | Target families created within a date range |
| **Contact subscribed** | Target subscribers, optionally by subscription date |
| **Contact tag** | Target contacts with one or more tags (e.g. `member`, `schools`) |
| **Membership has** | Target customers who hold a specific [membership](/pricing/memberships) |
Some filters support extra conditions like purchase date, start date, location ID, or membership add-on, so you can narrow the audience further.
### Example audiences
* **Customers who booked a Powerboat course in the last 6 months** — Course purchase filter with session ID and a date range.
* **Members who haven't booked recently** — Membership filter combined with a "course not attended in X days" rule.
* **Newly subscribed contacts** — Contact subscribed filter with a recent date.
* **School groups** — Contact tag filter for `school`.
Unsubscribed contacts are excluded from campaign audiences automatically. They are never included in the recipient list, even if they match your filters.
## Common campaign ideas
| Goal | Approach |
| ---------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Promote upcoming sessions** | Filter to customers who booked recently; tell them what's available next |
| **Seasonal promotion** | Target a broad audience with a clear offer and date range (often paired with an [auto-applied discount code](/pricing/discount-codes#auto-applied-discounts)) |
| **Re-engage lapsed customers** | Filter for contacts who haven't booked in 6+ months |
| **Promote a specific group** | Use tags to send tailored messages to families, schools, members, or corporate clients |
| **Promote add-ons or memberships** | Filter to recent customers and pitch the natural next step |
## Results and metrics
After sending, open the campaign to see how it performed. For a deeper breakdown of each metric and how to act on them, see [campaign results](/customers/campaign-results).
| Metric | What it measures |
| --------------------------- | -------------------------------------------------------- |
| **Sent** | Total recipients the email was delivered to |
| **Opened** | Recipients who opened the email |
| **Clicks** | Total clicks on links inside the email |
| **Bounced** | Emails that could not be delivered |
| **Spam** | Recipients who marked the email as spam |
| **Unsubscribed** | Recipients who opted out via the campaign |
| **Conversions and revenue** | Bookings and revenue attributed to clicks from the email |
A high unsubscribe rate usually means the audience was too broad. A high bounce rate suggests contact-list quality issues. A high open rate with low clicks means the subject worked but the body needs a stronger call to action.
## Monitoring campaign email usage
Sailia records every campaign send against the `campaign-email-sent` [built-in meter](/api-reference/meter-tracking#built-in-meters), with the campaign's ID, UUID, and internal name attached to each entry. The usage amount equals the number of recipients queued for that send.
You can review this volume in two places:
* **Settings dashboard** — a **Campaign Emails Sent** card shows the running total for the current month, alongside your other billing and usage cards.
* **Meter usage API** — query the `campaign-email-sent` meter for any date range to break sends down by campaign using the `ExtraInfo` payload.
This is useful for staying within plan limits, reconciling marketing volume against billing, and spotting unusually large sends before they go out.
## Editing, scheduling, and cancelling
* **Draft campaigns** can be edited or deleted at any time.
* **Scheduled campaigns** can be cancelled back to draft before the send time.
* **Sent campaigns** can't be edited — results are read-only.
## Autosave
The campaign builder autosaves your work so you don't lose progress if you navigate away, refresh, or close the tab by mistake.
| When it saves | What happens |
| ------------------------------ | ----------------------------------------------------------------------------------------------------------------------------- |
| **Every 10 seconds** | While you're editing the **Compose** step, changes are quietly saved in the background. No notification appears. |
| **When you switch steps** | Moving between **Basic info**, **Compose**, **Audience**, and **Send** triggers a background save of the step you're leaving. |
| **When you click Save** | A full save runs and a **Campaign saved** confirmation appears. |
| **When you close the builder** | Outstanding changes are saved before the builder closes. |
A few things to know:
* Autosave only runs on **draft** campaigns. Scheduled, sent, and read-only campaigns are never modified by autosave.
* Autosave skips runs when nothing has changed since the last save, so it won't churn your campaign history.
* If the email content can't be parsed (for example, after a browser issue), autosave falls back to your last good snapshot rather than overwriting it with a broken version.
* The polling stops as soon as you close the builder, so it won't keep running in the background.
You'll still see the **Campaign saved** toast for explicit saves — only the silent background saves are suppressed.
## Tips
* Keep subject lines short and specific. Focus on one main message per campaign.
* Always preview the audience count before sending. If it looks too high or low, revisit the filters.
* If you want to track multiple channels separately (e.g. email vs social), create separate [discount codes](/pricing/discount-codes) for each.
* Use [saved blocks](/customers/notifications#saved-blocks) for headers, footers, and other reusable content to keep branding consistent.
## Related guides
Manage your contact list and subscribers.
Set up triggered emails and SMS.
Capture subscribers from your website.
Pair campaigns with codes to drive bookings.