Before you start
You need a verified sending domain. Email Marketing won’t let you schedule a send from an unverified domain. If you haven’t done this yet, follow Email > Domains first — it usually takes 10-15 minutes plus DNS propagation.
- A list of subscribers as a CSV (must have an
emailcolumn;first_name,last_name, and any tags are optional but useful for personalization). - A subject line and a rough idea of what you want the email to say. The AI Email Coach can draft both if you’d rather start from a brief.
The flow
Import contacts via CSV
Go to
/dashboard/marketing/email/audiences and click New audience > Import from CSV.Drop in your .csv. Required column: email. Optional columns are mapped to contact properties — first_name, last_name, and any tags column become available as personalization variables.Hiveku validates each row. The import log shows the first 10 rejected rows with a reason, so you can fix and re-upload if needed.Create the audience
During the import wizard, you can save the imported contacts as a static audience in one click. Give it a clear name like
Newsletter — April 2026 import so it’s findable later.If you’d rather have a dynamic audience that picks up future subscribers automatically, finish the import as a static list, then create a dynamic audience filtered on tag CONTAINS newsletter (or whatever tag your CSV applied). See Build a Dynamic Audience.Pick or create a template
Go to
/dashboard/marketing/email/templates. You can:- Pick a starter template from the gallery and customize it.
- Duplicate an existing template and tweak.
- Click New template to start from raw HTML.
- Ask the coach: “draft a newsletter template using our brand colors and three story slots.”
Compose the campaign
Go to
/dashboard/marketing/email/campaigns and click New campaign.- Internal name — for your reference only. Recipients never see this.
- Template — pick the one you just made.
- Audience — select your imported audience. The picker shows the live count.
- Subject — keep under 60 characters for mobile. The coach lints as you type.
- Preheader — the inbox snippet next to the subject. Up to 150 characters.
Test send to yourself
Click Test send and pick your own email as the recipient. The test send renders against a sample contact (you pick which one), so personalization is exercised end-to-end.Check three things in your inbox:
- Subject and preheader render the way you expect.
- Personalization variables resolved (no
{{first_name}}showing through). - Links work — click each one.
Schedule or send
You’re ready to ship. Two options:
- Send now — fires immediately.
- Schedule — pick a date and time. The coach suggests an optimal window based on past open rates for the audience.
Verification
After the send completes, the campaign report at/dashboard/marketing/email/campaigns/{id} shows:
- Sent count — should match your audience size minus suppressions.
- Delivered rate — typically 95%+ on a clean list.
- Opens and clicks start streaming in within minutes.
- Bounces and complaints post over the next 24-48 hours.
Troubleshooting
Schedule button is disabled
Schedule button is disabled
Test send arrived but real campaign didn't
Test send arrived but real campaign didn't
Most often, the recipient is already on your suppression list. Check
/dashboard/marketing/email/deliverability and the per-recipient log on the campaign report.Personalization variables show as raw text
Personalization variables show as raw text
The variable name is misspelled or the contact is missing the property. Use
{{contact.first_name | default: "there"}} so blank values fall back gracefully.Open rate looks low
Open rate looks low
On a first send to a fresh import, open rate is usually 20-40% for engaged lists, 10-20% for older ones. Lower than 10% with no bounces usually means inboxing — landed in spam folders. See Diagnose Email Deliverability.
What’s next
Build a dynamic audience
Move from one-time CSVs to live, rule-based segments.
Set up a drip sequence
Turn your one-off welcome into an automated nurture flow.
A/B test subject lines
Build subject-line intuition with real data.
Diagnose deliverability
Stay ahead of bounce and complaint spikes.