Email campaign overview
Last updated August 5, 2026
Objective
This guide explains how to create and send an email campaign in Recur, including selecting recipients, customizing the email content, previewing the message, and scheduling delivery.
Key Steps
Step 1: Navigate to Email Campaigns
Start from the home screen.
Go to Engage.
Click Emails.
Select Email Campaigns.
Step 2: Create a New Campaign
Click + New Campaign in the top right corner.
Enter a name for the campaign.
Select the sender name that recipients will see.
Choose the email template you want to use, either:
A system template, or
A custom template you previously created.
Click Next to continue.
Step 3: Select Recipients
Add recipients by selecting users individually and clicking the arrow to move them to the recipient list.
You can also send emails to groups of contacts, such as all active users.
Use the dynamic option to send emails based on specific actions, such as event participation.
Select the appropriate event or criteria if using dynamic recipients.
Click Next once recipients are selected.
Step 4: Add the Email Subject
Enter the subject line for the email.
Confirm the sender information displayed to recipients.
Click Next to move to the email editor.
Step 5: Customize the Email Content
Edit the body of the email using the content editor.
Add content blocks such as:
Text
Images
Links
Events
Blog posts
Surveys
Drag and drop content blocks to build your email layout.
Step 6: Preview the Email
Review the preview screen to see how the email will appear to recipients.
Verify that:
Formatting looks correct
Links and event details are accurate
The subject and sender information are correct
Step 7: Send or Schedule the Email
Choose Send Now to immediately send the email campaign.
Or select Send Later to schedule the email for a specific time.
Choose the delivery option that best fits your timing and audience size.
Cautionary Notes
Dynamic email campaigns require events or criteria to already exist in the system.
Always double-check recipient lists to ensure emails are sent to the correct audience.
Tips for Efficiency
Use email templates to quickly build consistent campaigns.
Add events, blogs, or surveys directly from Recur to streamline communication.
Preview your campaign before sending to catch formatting or content issues.