Deliver mailings can be sent as one time campaigns or on an ongoing basis. Once you've completed the following checklist and are satisfied with the content and presentation of your message, navigate to the mailing overview page and click Send Mailing. This article lists and describes each of the configurations that appear in the Send Mailing pop-up.

Pre-Flight Checks

Any errors or warnings that identify any common mistakes in the mailing setup will appear at the top of the mailing next to Pre-Flight Checks.

Pre-flight check errors prevent the activation of a mailing, but warnings will still allow the mailing to be sent.

For example:

• If the Recipient field is missing an email address, an error message will appear.

• If a merge field exists in the message body, but it is missing from the recipient list exports, a warning will appear, but the message will still send.

📖 Further Reading

Refer to the full list of possible pre-flight check errors.

Estimated Recipients

Shows a summary of the expected delivery report before sending.

Recipient Lists

Review the recipient and suppression Lists.

Batch Size (optional)

A batch size can be included when limiting the number of recipients for a message. For example, if 10 is entered as the batch size, the mailing will stop after sending to 10 random records from recipient lists.

Setting a batch size is also useful if a mailing should only be sent to a certain number of recipients in each delivery window. Slate limits the number of rows pulled in each delivery window by the recipient list query to the number entered in the batch size field. The mailing will maintain its Scheduled/Running status. When the next delivery window occurs, the mailing will send the next batch of messages.

Review

Selecting this option indicates that the message is ready for review.

Outbox

Send to Outbox and do not deliver automatically.

Frequency

If sending a recurring mailing, additional options appear:

Date Range

Define the start and end date for the email campaign. If the end date is left blank, the campaign will run until it is deactivated.

Running a mailing indefinitely is not compatible with recipient lists that are spreadsheets. If you want an ongoing, indefinite mailing, you must build a recipient list through a query.

Make sure to give the campaign ample time to send. For example, if the campaign is set to stop 24 hours after it starts, the email should probably be sent as a one-time email.

Weekdays

Specify the days of the week on which the mailing will be sent.

Timing

🏔️ Summit 2023 Feature: Deliver Precision Timing

Select a specific time and date, or range of times, that your mailing should be delivered, and Slate handles the rest.

When you specify a delivery time, Slate works behind the scenes to queue the mailing queries for evaluation ahead of your specified time.

For instance, if you specify the mailing to go out at 2:00 PM Eastern Time, the query might run as early as 12:00 PM Eastern Time to ensure ample time to generate the messages, queue them, and release them at the appropriate time.

Send mailing once

Send mailing on a recurring basis

If sending the mailing on a recurring basis, you can select one of two timing options:

• Send at a future date/time: Enter the date and time to send the mailing. Select Eastern Time or Recipient's time zone.

  • Note: If the time you've entered has already passed in the recipient's time zone, the mailing may be delayed up to 24 hours. 
    

• Send throughout the day: Select as many delivery windows from the list as you require:

  • Overnight: 2:00AM - 4:00AM

  • Morning: 10:00AM -12:00PM

  • Midday: 12:00PM - 2:00PM

  • Afternoon: 2:00PM - 4:00PM

  • Evening: 8:00PM - 10:00PM

Deduping

Consider the following when deciding on an option:

Allow recurring delivery

Selecting this option will allow the message to be sent to a record multiple times. When this setting is selected, previous query runs in the mailing will automatically be removed from the mailing each time the mailing runs. A frequency must be selected, defining how often this message should send to the same record (such as 1 day, 2 days,  or 30 days).

The mailing will continue to send to a record if:

• The record satisfies the filter criteria.

• Either the mailing has not been sent to the record, or the previous message was sent to the record at least x days ago, where x is the specified frequency.

Send Mailing

Click to activate the mailing.

Emails and texts are never sent or delivered to recipients when messages are "sent" in Test, Clean Slate, or Time Warp environments, though they will appear on records' Timelines as if they were delivered.

However, scheduled ongoing mailings do not automatically run in these environments, so they will not appear as if they were sent. Test ongoing mailings in a Production environment with test records to ensure that these mailings send as expected.

📖 Further Reading

Learn more about the differences in Slate feature behavior between test and production environments.

Save Settings

Click to save the settings without sending the message.