Create & Send an Email Campaign

The Email Campaign feature in Cohere helps creators stay connected with clients by sending regular updates, resources, and reminders.
It’s also a great way to nurture leads, share valuable insights, and build stronger client relationships through consistent, personalized communication.

Before you begin, make sure your domain is connected to Cohere to ensure proper email delivery.
If you haven’t done so yet, please refer to this article: How to Connect Your Domain to Cohere

How to Create and Send an Email Campaign

Step 1: Start a New Campaign

From your Business Dashboard, click Create in the top-left corner, then select Email.
In a few simple steps, you can set up and send your first email campaign to your contacts on Cohere.

Step 2: Create a Campaign

On the next page, click Create a Campaign to begin setting up your campaign.

Step 3: Enter Campaign Details

Fill in your campaign information:

• Campaign Title

• Email Subject

• Preheader Text (the short summary that appears in the inbox preview)

• From Name

• Sending Address

Once you’ve added these details, click Save and Next.

Step 4: Choose a Template

Select a design for your campaign:

• Use a previously created email template, or

• Create a new one from scratch.

When finished, click Next and Continue.

Step 5: Select Your Recipients

Choose who will receive your campaign.
You can send your email to:

• Clients

• Leads

Click Clients or Leads to open the contact list and select or unselect individuals as needed.
When done, click Next and Continue.

Step 6: Design Your Email

Compose your email message in the editor.
You can customize text formatting, links, and layout to match your brand and message.

Once you’re happy with the content, click Save and Next.

Step 7: Review and Send

Review your campaign summary.
You can make final edits to your email, recipients, or details before sending.

When ready, click Send Email Now to send immediately.

💡 Optional: To schedule your campaign for later, toggle Schedule for Later, choose your preferred date and time, and then click Schedule Email.

🎉 That’s it! Your email campaign is now on its way (or queued for delivery) to your selected contacts.

💡 Need help?
If you get stuck or have questions, our team is here for you! Reach us anytime at support@cohere.live, and we’ll get back to you quickly. 🚀