How to Send an Email Campaign in Book That In AutoMate

This guide shows you how to send an email campaign in Book That In AutoMate. You will choose your template, set sending options, pick your audience, decide on tracking, send tests, and use A/B testing to improve results.

Written By bookthatin

Last updated 4 months ago

If you have not created a template yet, see the tutorials on creating or editing templates first:
How to Edit an Email Template in Book That In AutoMate
How to Create an Email Template from Scratch in Book That In AutoMate

Video Tutorial

Step-by-step instructions

  1. Open Campaigns

  • Log in to AutoMate.

  • Go to Marketing on the left.

  • Click the Emails tab.

  • Open Campaigns to view past campaigns and their statistics.

  1. Create a new campaign

  • Click + New or New campaign.

  • Choose Your templates and select your template.
    You can preview with the eye icon if you like, then select it with the tick.

  • The campaign editor opens. You can make small tweaks here using the same tools as the template editor.

  1. Preview and optional test from the editor

  • Click Preview to check desktop, tablet and mobile layouts.

  • Use the three dots menu to send a quick test if needed.
    You can also test on the next screen, which is usually better.

  1. Open Send or Schedule

  • Click Send or schedule. It will not send immediately. You will get full options first.

  1. Choose a sending mode

  • Send now: sends after you click Review and send.

  • Schedule: pick a date and time.

  • Batch schedule: spread delivery over hours or days for very large lists.

  • RSS schedule: send based on an RSS feed. Use if you publish via RSS.

  • Smart send: sends at predicted best times based on your past data. Requires a good sending history, typically 1,000+ emails.

  1. Set From and subject details

  • From email: use a verified domain address.

  • From name: the sender name recipients will see.

  • Subject line: write a clear, specific subject. You can use AI to suggest options, but it uses credits.

  • Preview text: a short line that appears under the subject in the inbox. Aim for 6 to 10 words.

  1. Personalise your subject or preview

  • Click the tag icon to insert fields such as Contact » First name.
    Example: Quick question, {{ contact.first_name }}
    If you use bookings, you can personalise further with fields such as Child’s first name.

  1. Choose recipients

  • Pick one of:

    • Contacts: select individuals.

    • Smart list: a saved, dynamic list. Recommended for most sends.

    • Tags: send to contacts with specific tags.

    • Pre-built segments or build a Custom segment with filters.

  • Click the + under your chosen option to add the audience.

  1. Tracking and automation options

  • Track clicks: records link clicks. Be aware that privacy protections by Apple and Google can create false positives and may affect deliverability. Many senders leave this off.

  • UTM tracking: append UTM parameters for analytics tools. Use if you track campaign performance in external analytics.

  • Add tags on interactions: for example, tag contacts who click a specific link.

  • Resend to unopened: resend to anyone not logged as opened after a delay such as 12 hours or 1 day. Use a different subject line to improve chances.

  1. Save and send a test

  • Click Save to store your campaign settings.

  • Click Send test email. Choose the recipient address, confirm subject and preview text, and send.

  • Check the test on desktop and mobile. If you edit the content, save, then send another test as required.

  1. A/B testing (split testing)

  • Click the A/B test icon and toggle it on.

  • Choose what to test:

    • Email subject to improve opens.

    • Email content to improve clicks.

  • Set Test duration: for example, 8 hours. After this window, the system sends the remainder with the winner.

  • Set Variations: two or more subject lines or content versions.

  • Set Test size:

    • Small lists: you may test on 50 percent to gather enough data.

    • Large lists: you may test on 10 to 20 percent. The remaining audience receives the winner.

  • Choose the winning metric:

    • Open rate for subject tests.

    • Click rate for content tests.

  • Save the A/B setup.

  1. Review and send

  • Click Review and send.

    • If Send now, it goes immediately.

    • If Schedule, it will queue for the chosen time.

    • If Batch or Smart send, it will follow those delivery rules.

Practical tips

  • Save often. Even with autosave, manual saving protects your work.

  • Keep your From email verified on your sending domain.

  • Use a smart list to maintain control and reduce mistakes.

  • Keep subject lines natural and specific. Personalise where it genuinely helps.

  • If you use tracking, interpret results cautiously due to mailbox privacy features.

  • Resend to unopened with a fresh subject line to pick up extra engagement.

You are now ready to configure, test and send email campaigns confidently in Book That In AutoMate.