Email Campaign Agent — AI Agent Workflow

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Step 1 — Import

Import & Organize Contacts

Bring your contacts in from multiple sources. Each contact gets a type tag (coach, parent, player, sponsor, etc.) for precise audience targeting later.

📄 CSV Upload Paste or upload a CSV file with email, name, and type columns — bulk import in seconds

📚 Google Sheets Sync Connect your Google Sheet, pick the tab, preview rows, then import — stays in sync

✍ Manual Entry Add contacts one at a time from the dashboard with type and tag assignment

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Step 2 — Segment

Custom Audience Types

Define your own contact types and campaign types per client — no hardcoded categories. A 7v7 league might have coaches, parents, players, and sponsors. A med spa might have clients, prospects, and VIPs.

Contact types: coach, parent, player, sponsor
Campaign types: tournament_hype, recap, merch_drop, sponsorship
✓ Fully configurable per client ✓ No code changes needed

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Step 3 — Create

Build Your Campaign

Name it, pick the campaign type, select which audience segments to target (or all), add a CTA button, and write or generate the email body. The recipient preview shows exactly who will get it — with the ability to exclude individuals.

🎯 Target Audience Check "coaches" and "parents" — instantly see every matching contact with checkboxes to exclude specific people

🔗 CTA Button Add a call-to-action button (Register Now, Shop Now) with a custom URL — renders as a styled button in the email

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Step 4 — Generate

AI-Generated Email Copy

Hit "Generate with AI" and Claude writes your email — subject line, HTML body, and plain text version. Pick a tone (professional, casual, excited, urgent), describe the context, and get personalized copy in seconds. Uses the client's own Anthropic key.

💼 Professional Clear, confident, polished tone for business communications

👋 Casual Friendly and conversational — like texting a friend

🎉 Excited High energy with genuine enthusiasm for launches and events

⏰ Urgent Time-sensitive with FOMO — deadlines and limited availability

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Step 5 — Preview

Preview, Edit & Personalize

Preview the rendered email before sending. Edit the HTML directly, tweak the subject line, or regenerate. Emails support {{first_name}} personalization — each recipient sees their own name.

"Hey {{first_name}}! Registration for the Summer Showdown is officially OPEN..."
✓ Live HTML preview ✓ Edit inline ✓ Duplicate campaigns

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Step 6 — Deliver

Send Now or Schedule

Send immediately to all selected recipients, or pick a date and time to schedule. Scheduled campaigns are automatically sent when the time arrives — a background scheduler checks every 60 seconds. Save as draft to come back later.

⚡ Send Now Sends to all matching contacts immediately via Resend

📅 Schedule Pick a date and time — the agent sends it automatically when due

📝 Save as Draft Save and come back to edit, preview, or send later

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Always Running

Campaign Dashboard & Delivery Tracking

See every campaign's status, delivery stats, and recipient list from the dashboard. Click any campaign to see who it was sent to, delivery status per contact, and open/click rates. Edit, duplicate, or delete campaigns anytime.

📈 Delivery Stats Total sent, delivered, opened, clicked, bounced, and failed — per campaign

👥 Recipient Log Click a campaign to see every contact it was sent to with individual delivery status

🔄 Duplicate & Edit Clone any past campaign, tweak the copy, and send to a new audience in seconds

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