Mail Campaigns: Template, Audience, Launch, Track
A walkthrough of Mail Campaigns: HTML templates and test sends, consented contact lists, a seven-step campaign wizard, send progress and reply summaries.
Yantra Team3 min read
On this page
A newsletter takes four things: an email worth opening, a list of people who agreed to get it, a way to send it that inboxes trust, and a way to see what happened. Mail Campaigns keeps all four in one panel.
Open it
Pick Mail Campaigns in the apps launcher, or open /c/<chat-id>/mailcampaign. The home screen offers four starting points. New campaign picks an audience and launches. Templates is for designing an email or asking AI for one. Contacts holds your lists and CSV imports. Send a test sends a one-off email. Once you have sent something, the home screen also shows your campaign count, average open rate and average click rate.
The sections are grouped as Mail (Campaigns, Create, Send email, Templates, Runs, Replies), Audience (Contact lists, Contact store) and Setup (Delivery, Yantra Media).
Write the email
In Templates, choose New template, give it a name and paste or write the HTML. The preview fills personalised fields with sample values. Switch between Desktop and Mobile to check both, then Save template. If you would rather not start from blank, pick a starter, replace the bracketed text and save it as your own. Before a real send, send a test to up to five addresses.
Build the audience
There are two ways to hold contacts. Contact lists are lists you manage in Yantra, adding people one by one. A Contact store suits a CSV you upload: Yantra provisions and manages it for you, with no database setup on your side.
When you import a CSV, Mail Campaigns guesses which column is which from your headers, and you can change any of them. It also asks whether these people agreed to receive email from you. Invalid emails and duplicates are skipped, and contacts you already have are not added twice.
Set up delivery
Under Delivery, pick how mail leaves your account. Yantra managed is the fastest path: verify your domain and send, with no keys or mail servers to manage. Teams that already use AWS SES or Mailgun can connect those instead. A DNS check confirms SPF, DKIM and DMARC, which inboxes use to decide whether to trust bulk mail.
Add a postal address too. Anti-spam law (CAN-SPAM) requires one, so it is printed in every campaign footer, and campaigns will not send without it.
Create and launch
A campaign is a tracked send in seven steps: Details, Email, Audience, Template, Variables, Send and Review. Choose a topic, Marketing for promos, sales and newsletters, or Transactional for receipts and invites. Then launch now, or pick a launch time at least two minutes away. Review lets you check each part and jump back to edit it. Your draft is saved on your device as you go.
Track it on Runs
Runs shows send progress and delivery status, updating every few seconds. Large lists go out in batches, so they can take a few minutes. You can pause, resume or cancel a send. Cancelling does not recall mail that already went out. Open and click tracking is optional, and the unsubscribe link is never tracked.
Read the replies
When recipients write back, their messages land in Replies with an AI summary, and you can filter to the ones that need attention. Replying from inside the app is not available yet. Ask the agent to draft an answer, or reply from your own inbox.
From chat
- "Generate a welcome email template."
- "Create an email campaign for our Black Friday sale."
- "Send a product launch newsletter to my subscriber list."
- "Did yesterday's campaign go out, and how many people opened it?"
The agent walks the same steps as the wizard and launches only after you say yes.
What it is not
Reading and replying to your own mail is Inbox. Text messages to a list are SMS Campaigns. Leads and deals are tracked in the CRM.