Create an Email Campaign

This guide walks you through creating and sending an email campaign from the Flock module. You will navigate to Campaigns, create a new campaign, select your recipients, compose your message, and send or schedule it for delivery.

Prerequisites

• Members should have email addresses in their Flock profiles
• Members with Do Not Contact set to TRUE are automatically excluded
• SUPER_ADMIN or LEAD_PASTOR role

Phase 1 — Create the Campaign

1. Navigate to Flock → Campaigns
2. Click “New Campaign”
3. Fill in the basic details:
   • Campaign Name — an internal name for tracking (e.g., “Easter Service Invite 2026”, “Weekly Update Mar 30”)
   • Channel — select Email (SMS is also available for text campaigns)
   • Segment — choose the recipient group (see Phase 2 below)
4. Click “Create”
5. The campaign is created in DRAFT status

Phase 2 — Select Recipients

Recipients are selected using segments — predefined or custom groups of members.

1. Choose a segment for the campaign:
   • All Members — everyone with an email address
   • By Membership Status — e.g., only “Active Members”
   • By Campus — members at a specific campus
   • By Tag — members with specific tags (e.g., “Young Adults”, “Newcomers”)
   • Custom List — manually select individual recipients
2. The recipient count updates to show how many people will receive the campaign

Phase 3 — Compose the Email

1. Open the campaign (click its name in the list or navigate to the detail page after creation)
2. Design your email:
   • Subject Line — the email subject (keep it concise and compelling)
   • Body — compose the email content using the editor
   • You can include personalisation tokens like the member's first name
3. Preview the email to check formatting and content

Phase 4 — Send or Schedule

1. Choose when to send:
   • Send Now — immediately queues the campaign for delivery
   • Schedule — set a future date and time for automatic delivery
2. If scheduling, select the date and time, then click “Schedule”
3. The campaign status changes to SCHEDULED (blue badge)
4. If sending now, click “Send” and confirm
5. After delivery, the status changes to SENT (green badge)

Phase 5 — Review Results

1. Navigate to Flock → Campaigns
2. Sent campaigns show delivery metrics:
   • Delivered — number of emails successfully delivered
   • Opened — number of recipients who opened the email
   • Clicked — number who clicked a link in the email
   • Bounced — emails that could not be delivered (invalid addresses)
3. Use the campaign statuses to filter your list:
   • DRAFT — not yet sent (grey)
   • SCHEDULED — queued for future delivery (blue)
   • SENT — delivered (green)
   • CANCELLED / FAILED — did not deliver (red)

What's Next