We recommend sending test emails before you start your email. This enables checking of macro values and contents display in the email. Learn more about test emails: Send a test email.
Run synchronization manually
If the “run manually” value is selected in the Send time field, you can start an email manually at any time.
Open the needed email and click Start sending. Confirm the action in the new window.
Creatio will start sending emails in a few seconds after you click the Start sending button. During this time, you can stop the email, if necessary. You can specify the delay time in the “Delay time before sending bulk email, seconds” (“MandrillMailingDelayInSeconds” code) system setting. The delay is 10 seconds by default.
Learn more about how to stop an email: Stop a bulk email.
Schedule an email sending
If the “at the specified time” value is selected in the Send time field, the email will start automatically at the specified time.
Open a bulk email record and click the Schedule sending button. Confirm the action in the new window.
As a result, the email will be scheduled and the emails will be sent at the specified time automatically. If the due time has already passed when you click the Schedule sending button, Creatio will offer you to start sending the email immediately.
Bulk email check-up
To make the email analysis more convenient and minimize the number of delivery errors, Creatio verifies the email audiences before starting the email. To ensure a comprehensive email response analysis, all contacts can be added as email recipients, including contacts who have already unsubscribed from emails or contacts with invalid or incorrect email addresses.
Use email responses on the Audience tab of the Email section page to analyze delivery errors. The responses are populated automatically after the email starts. Learn more about how to manage individual responses: Personal responses.
Contact data can be modified from the moment you add it to the audience until the email start. For example, during this period the customer may unsubscribe from your email or the customer's email box may become unavailable. To take into account such changes, an additional check is performed upon email sending.
Subscription to your emails. The Do not use email checkbox must be cleared on the contact page. Creatio will not send any emails to the contacts who have the Do not use email checkbox selected on their page. In this case, the “Canceled (unsubscribed from all emails)” response will be set in the Response column on the Audience tab.
Email address relevance. The Valid checkbox must be selected for the email address of each contact. The address is flagged as invalid automatically, upon receiving any “Hard Bounce” response. Creatio will not send any emails to the contacts, whose email address does not have the Valid checkbox selected. These contacts will have the “Canceled (invalid email)” response.
Email address availability. The system checks whether the Email field is populated on the contact page. Creatio will not send any emails to the contacts who have no email address in their profile. In this case, the “Canceled (email not provided)” response will be set in the Response column on the Audience tab.
Email address availability. An email will be considered “incorrect” if it does not correspond to the email address format. Creatio will not send any emails to the contacts who have incorrect email address in their profile. In this case, the “Canceled (incorrect email)” response will be set in the Response column on the Audience tab.
Marketing communication limit for each recipient. You can limit the number of emails sent to contact during a set time, for example, no more than 5 emails per week. Creatio checks for this limit are based on the rules in the Email restriction rules lookup. For example, if a rule is set to send not more than two emails per day while two emails have already been sent to the contact today, then the third email will not be sent. These contacts will have the “Email limit reached” response selected in the Response field of the Audience tab. Learn more: Configure restriction of the number of emails for sending.
When you add the email audience, Creatio checks the subscription to the selected email type. You can check the subscription status on the contact page: use the Email subscription detail on the Communication channels tab. Contacts without a subscription to the selected email type are not added to the email audience.