Use this checklist to ensure all settings are in place before you hit the send button.
For stopping scheduled emails and re-sending messages read this article.
Technical prerequisite
Ensure Domain Authentication (DKIM) is implemented for best possible inbox placement. This is not a mandatory setting but highly recommended.
The steps below are take place in the email editor:
On the Build tab:
Build your email using the email editor.
Ensure that the footer of your email contains a link where contacts can click to review and update their email preferences. If a link is not added manually a system generated default footer is inserted with a link to the email preferences page. Here's how to add a custom footer.
Review the email preferences page and update text and styles as necessary. This is the page that contacts see when they click the "update preferences" or "unsubscribe" link in the footer of your email.
On the Configure tab:
Sender and subject line
Check the following settings:
From name and email. Learn how to add new sender emails.
Subject line
Pre-header text (optional). What is a pre-header text?
AB testing, archives page and link tagging
You can start an AB test (optional) from this page
Decide if you want to add a link to your message to the public email archive page.
Turn link tagging on or off using the settings near the bottom of the Configure page. What is link tagging?
On the Recipients tab:
On the Recipients tab of the email editor:
Select the recipients (target) list. You can use tags, subscriptions or a custom segment for this. Review the difference between these options.
Choose whether the message is optional or mandatory content.
Using the Preview tab:
Use the Preview tab of the editor to check how the message looks on desktop and mobile devices.
Contact specific content
You can skip the following step if you don't use merge fields and dynamic content blocks.
Use the "Preview as..." option from the Preview tab to check how merge fields and dynamic content blocks are shown for specific contacts on your list.
Using the Test tab:
Send yourself a test message and check that all links work in the email
Confirm that the email layout appears in your inbox as intended
Using the Send... tab:
Go to the Send... tab to schedule the email to be sent at a future date or send it immediately.