Create a new campaign and send an email

Stay top of mind with your whole sphere, or just the right slice of it, in three steps: build the email, fill in the details, and send.

Every campaign moves through the same three steps, shown at the top of the screen: Build Email > Details > Schedule. Your work saves automatically along the way.

Before your first send

Grove needs your business address before it can send. It appears in the footer of every email. If you haven't added it yet, see Set up your business address.

1. Pick a starting point

1. Select the Email icon in the left sidebar, then select + Campaign.
2. Choose how to start:
   • A template: browse All, or narrow by Marketing, Leads, Clients, Holiday, or Listing. Select one to open it.
   • Start from scratch: a blank email with your footer already in place.
   • Create with AI: describe the email and Grove drafts the copy and layout for you.

2. Build the email

1. Drag blocks from the Content panel on the right onto the email: Columns, Button, Divider, Heading, Paragraph, Image, or HTML.
2. Select any block on the email to edit its text and style in the panel on the right.
3. To personalize, select some text, open Merge Tags in the text toolbar, and pick a field like First name. See Merge tags.
4. Use Preview to check it on Desktop and Mobile.
5. Select Done Editing.

3. Fill in the details

1. Check the Campaign name. This is for you; your contacts don't see it.
2. Write a Subject. Select the sparkle icon in the field if you'd like Grove to suggest one.
3. Add your Sender name and Sender email.
4. Add a Preheader, the short preview line that shows next to the subject in most inboxes.
5. Choose Recipients. Everyone with an email address is selected by default. To narrow it down, see Choose who gets it below.
6. Select Continue.

Choose who gets it

Open Recipients. The top of the panel previews how many contacts will get the email and shows a few names.

• Filters: uncheck All workspace contacts, then pick one or more saved views or groups. Anyone who matches any of them is included.
• Include: search for specific contacts to always add, even if they don't match your filters.
• Exclude: search for specific contacts to leave off this send.

4. Send or schedule

1. Choose Send now or Schedule for later. If you schedule, pick a Date and Time.
2. Review the Readiness list. A check mark means you're set. Anything else tells you what to fix and gives you a button to go fix it.
3. Select Send now or Schedule at the top right.

What the Readiness list checks

• Subject line: you've written one.
• Email body: the email has content.
• Recipients: how many of your chosen contacts have an email address.
• Test email: you've sent yourself a test.
• Business address: your address is complete. Select Address settings to finish it.
• Merge fields: lists any merge tag in the email with no data behind it. Select Campaign settings to fill it in, or Edit email to remove it.
• Links: lists any button or icon with no web address, such as a social icon you haven't linked yet.

Good to know

• You can jump between steps using the labels at the top of the screen.
• Select the X at the top left to step away. Your campaign stays on the Campaigns list as a Draft.
• Scheduled times use the time zone on your Address settings.

Troubleshooting

I can't send. Check the Readiness list. Your Subject line and Business address must be complete before Grove will send.