Launching & Monitoring

This guide covers the final steps of sending a campaign and what to expect after launch.

Launch checklist

1. 1

   Verify the campaign is ready for review

   Open the campaign from Email → Outreach and check its status reads "Ready for Review" (contact filtering complete). If it still shows "Pending" or "Contact Filtering," wait for processing to finish.

2. 2

   Send a test email

   Click "Test Email" to preview the campaign in your inbox. Verify subject, content, and variable rendering.

3. 3

   Review the contact list

   Scroll to the contacts section on the campaign page to confirm the right people are included. Remove anyone who should not receive the email.

4. 4

   Click "Send Emails"

   Click the launch button. A confirmation dialog will appear showing the number of recipients. Confirm to start sending.

5. 5

   Monitor progress

   The campaign status changes to "Running." Stay on the page or return later to see when it completes.

Before a Broadcast or newsletter can start

A Broadcast or newsletter issue cannot be launched or scheduled until your organization has a mailing address, because US law requires one in marketing email and Booked55 prints it in the footer. If there is none, the launch is refused with “Add your organization's mailing address before sending marketing email.” An owner or manager sets it in Organization settings. Touchpoints have no footer and are not affected.

During sending

While the campaign is running:

• The status shows “Running”.
• Emails are sent in batches to avoid rate limits.
• You can check the campaign detail page for real-time status.
• Do not create duplicate campaigns while one is running.

After completion

When all emails have been sent, the status changes to “Completed.”The campaign detail page shows the final contact count and send status, and from then on who opened, clicked, replied, bounced or unsubscribed — see Campaign Results.

Handling errors

If the campaign status changes to “Error,” it means something went wrong during sending. Common causes:

• Email connection expired — Disconnect and link Gmail or Outlook again on your Profile's Emails tab. See Integrations.
• Rate limits — Gmail and Outlook have daily sending limits. If you exceeded them, wait 24 hours and try again.
• Invalid email addresses — Some contacts may have had invalid or unreachable email addresses. An address that bounces is marked on the campaign page, and after a hard bounce Booked55 stops emailing it (see Bounces).

Post-campaign best practices

• Follow up — Create tasks to follow up with contacts who respond.
• Update pipelines — Move engaged contacts to the next pipeline stage.
• Review results — Filter the contacts by reply outcome, clicks or opens, and export the list for your next outreach.