Campaign overview page
The campaign overview is step 3 in the campaign creation flow, your last checkpoint before choosing when to send. This is where Flexmail surfaces everything you've configured so you can verify it in one place. Once a campaign is sent, changes are no longer possible, so it's worth taking a moment here.
What you'll find on this page
Campaign
Your campaign name, category, and the recipients you've selected. Confirm these match your intention before proceeding.
Sending data
Your subject line, sender name, sender email address, and reply-to address.
Message
The name and type of the message you've selected. Click Preview to open a visual preview before sending, always worth a quick check, especially if the message has been edited recently.
Segments
All segments included in the send, plus any segments you've chosen to exclude. If something looks off here, go back to step 2 to adjust.
Attention
Highlights account-level settings that will affect this campaign, your blacklist rules, link tracking configuration, and any warnings about missing elements. If your message doesn't have a text version, you'll see a reminder here. Adding one improves deliverability.
Link tracking
Lists all tracked links in your message. If link tracking is active, you'll see each link name and URL. This is a good moment to confirm that all your links are correct and pointing to the right destinations.
Forms, surveys, and landing pages
If your message contains links to forms, surveys, or landing pages, they appear here. If you've linked them in your message but they don't show up on this page, the link wasn't set up correctly, go back and check the message before sending.
Setting up an AB test
You can add an AB test directly from this page before proceeding to the sending step. Click the AB testing button to get started. See the "AB testing" article for full instructions.
Pro tips
- Use the Preview button on the message section every time, not just when the message is new. A quick visual check costs you seconds and can save you from sending a broken layout.
- Pay close attention to the Attention section. Missing text version warnings and link tracking misconfigurations are the most common issues that surface here.
- If the recipient count looks wrong, go back to step 2 before proceeding. It's faster to fix it now than to relaunch after sending.
Common mistakes to avoid
- Skipping the overview quickly. It's the last point at which anything can be corrected without relaunching. Give it 60 seconds.
- Not checking the link tracking section. If a link appears with an unexpected URL or a placeholder that wasn't resolved, the campaign will send with a broken link.
- Ignoring the text version warning. Some email clients still fall back to the text version, and missing text version content results in a completely blank email for those contacts.
Next steps
- After reviewing the overview, proceed to step 4 to choose your sending option, schedule, send now, or batch.
- See "Sending options" for guidance on choosing the right option for your campaign.
- See "AB testing" to add a split test before you send.