VesselPrepare a campaign, review the audience and send a test before confirming delivery.
Set up the campaign
Open EmailAI, then Outreach. Create a campaign and choose its email, sender, audience lists and any exclusions. Use a connected provider and complete the sender and brand details requested by the setup. Select Send now or Schedule; the scheduler shows the local time zone, so check the date and time carefully.
Save the settings and choose Prepare review. Preparation creates an unsent provider draft. If you edit the saved email after preparing it, choose Update review before sending so the review reflects the current content.
Name the campaign and choose an email in the new campaign dialog.
Take one final look
The review shows the sender, subject, included and excluded lists, delivery time and footer. Inspect both Desktop and Mobile, the plain-text version, links and personalization. Use Personalization to try sample values, including a missing name, so you can see the fallback.
Choose Send a test to send only to the test address. The test does not contact your lists, and its unsubscribe link is a preview. When ready, confirm that you have checked the message, audience and delivery time and that the contacts agreed to receive the campaign. Then choose Send campaign or Confirm schedule.
Follow delivery
Use Refresh delivery status to check the provider’s response. The review explains how the confirmed list audience is deduplicated and exclusions are applied. If you cancel a scheduled or sending campaign, messages already handed to the provider cannot be recalled. Open and click counts can include privacy proxies and scanners, so treat them as signals rather than a precise count of people.
Example: invite a defined audience
The sample Harbor team has prepared an email for small-group leaders. In Outreach, they choose the saved email, a verified sender and the intended leader list. They exclude a list that should not receive this particular invitation. Before scheduling, they compare the displayed local time zone with the intended arrival time.
In review, the team checks the From address and reply-to, subject, audience, exclusions and postal footer. They preview desktop and mobile versions, test a greeting with and without a name, and use Send a test to check the real inbox rendering. Only after verifying consent and the final message do they confirm the schedule. Preparing the review or sending the test alone does not send the campaign to the list.
When the state needs attention
If the email changed after the review was prepared, use Update review. If provider confirmation is pending, inspect the displayed status and use Refresh delivery status; repeating a send without checking the previous attempt can create confusion. If settings or the connection are incomplete, correct the item indicated in the campaign and prepare a fresh review.
Check the recipient, delivered, failed and other available counts in context. Open and click signals may be affected by privacy tools and automated scanners. Keep the email’s purpose in mind when interpreting them.
Next, create an email, manage a reusable signature, or turn a clip into a newsletter.
Check the audience as carefully as the copy
Review the included and excluded lists together. Confirm that the campaign is intended for those contacts and that they agreed to receive it. Read the displayed audience summary after exclusions are applied; do not rely only on the list names you selected. If the campaign is scheduled, verify the local time zone and calendar date with another team member.
Use the test to inspect the actual inbox rendering, including the sender name, reply-to address, footer, personalization fallback and every destination. A test does not prove that the final audience or schedule is correct. Reopen the review after any edit and check that the prepared version reflects the saved email.
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