Sending Email Campaigns — Jtek Knowledge Base

1

Campaigns vs. Workflows

Jtek has two ways to send email: campaigns and workflows. Knowing which to use saves you time and keeps your contacts from getting the wrong messages.

A campaign is a one-time broadcast — Like a newsletter, an announcement, or a seasonal promotion. You pick a list and hit send. Everyone on the list gets it at the same time.
A workflow is a triggered sequence — Emails that go out automatically based on contact behavior: when someone fills out a form, books an appointment, or gets added to a specific tag.
Use campaigns for announcements — New service offerings, event invitations, monthly newsletters, holiday messages — anything you're sending to the whole list at once.
Use workflows for follow-up — New lead nurture sequences, post-appointment thank you emails, re-engagement drips — anything that should be triggered by an action.
Both can use the same templates — Build an email template once and use it in both campaigns and workflow email actions. This keeps your brand consistent across both types.

Tip: If you're not sure which to use, ask yourself: "Am I sending this once to a group, or should this go out automatically when something happens?" The answer tells you which tool to reach for.

2

Creating a Campaign

Creating a new campaign takes just a few steps. Start by picking your audience — everything else builds from there.

Go to Marketing in the left sidebar — Click the Marketing icon to open the marketing hub.
Click "Email Campaigns" — You'll see a list of past campaigns with stats like open rate and click rate. Click "+ New Campaign" in the top right.
Name your campaign — Use a descriptive internal name (e.g., "March Newsletter 2026" or "Spring Sale Announcement"). This name is for your reference only — contacts never see it.
Choose your sending list — Select a Smart List (a saved contact filter) or a tag group as your audience. You'll see the estimated recipient count update as you select.
Click Next to move to the email builder — Here you'll write and design the email itself. The campaign is saved as a draft automatically until you send or schedule it.

app.jtek.pro/marketing/email-campaigns

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CAMPAIGNSENTOPENCLICK

Feb Newsletter41238%12%

Jan Promo28744%18%

Mar NewsletterDraft

3

Writing Your Email

Jtek's email builder lets you create professional emails without writing any code. Choose from templates or start from a blank canvas.

Choose a template or start from scratch — Jtek shows your saved templates first. Pick one to use as a starting point, or click "Blank Email" to build from scratch.
Use the drag-and-drop builder — The left panel has content blocks: Text, Image, Button, Divider, Spacer, and Columns. Drag any block onto the canvas and drop it where you want it.
Click any block to edit it — Clicking a block opens its settings in the left panel. Change text, upload images, set button links, adjust padding, and pick colors.
Set your subject line and preview text — At the top of the builder, fill in the Subject line (what recipients see in their inbox) and Preview text (the snippet shown below the subject). Both matter for open rates.
Use personalization tags to make it feel 1:1 — Insert {{contact.first_name}} or other tags to address each recipient by name. The {} icon in any text block opens the personalization picker.

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Hi {{contact.first_name}},

Here's what's new this month at our office — we think you'll love it.

Previewing and Testing

Always preview and test your email before sending to your full list. Catching a broken link or formatting issue in a test saves you a lot of embarrassment.

Click "Preview" in the top toolbar — This opens a full-size preview of your email. Toggle between Desktop and Mobile views to see how it renders on both screen sizes.
Check every link — In preview mode, click each button and link to make sure it goes to the correct URL. A broken link in an email can't be fixed after sending.
Click "Send Test" — Enter your email address and click send. Within a minute you should receive the email in your actual inbox. Check how it looks in Gmail, Apple Mail, or Outlook.
Check personalization tags in the test — If a tag like {{contact.first_name}} isn't replaced with a real name in your test, check that the field is filled in on your contact record and that the tag syntax is correct.
Fix any issues and test again — Don't skip this step even if the email "looks fine." A second set of eyes (your own inbox) catches things the builder preview misses.

Tip: Send your test to both a Gmail and an Outlook address if you can. Email rendering differs between clients — what looks perfect in Gmail may have spacing issues in Outlook.

5

Scheduling or Sending

Once your email is ready and tested, you can send it immediately or schedule it for the best time to reach your audience.

Click "Send Now" for immediate delivery — Jtek will begin sending the campaign within minutes. For large lists, delivery is batched over a short window to protect deliverability.
Click "Schedule" to set a future date and time — Pick the date and time you want the campaign to go out. Jtek stores the scheduled campaign as a draft until then.
Best times to send: Tuesday–Thursday, 9–11am or 1–3pm — These windows consistently produce the highest open rates for most businesses. Test your own audience over time to find what works.
Confirm your audience before sending — Double-check the recipient count shown on the send confirmation screen. If it looks wrong, go back and re-check your Smart List filters or tag selection.
Check your campaign report after sending — In Email Campaigns, click the campaign name to see its stats: open rate, click rate, bounce rate, and unsubscribe count. Use these numbers to improve future campaigns.

Tip: If your unsubscribe rate exceeds 0.5% on any campaign, review your audience segmentation. You're likely sending to contacts who didn't opt in or who haven't engaged in a long time.