How do I send a marketing email?

Compose a campaign from a prebuilt template or your own HTML, pick recipients, send a test, then send — with the safety checks explained.

You send a marketing email from Marketing → Compose. The composer walks you through four steps — Template, Content, Recipients, then Review & send — one question per screen, with a running plain-English summary alongside ("A one-off email to 214 subscribed customers using the Seasonal template…"). Campaigns send immediately — there's no scheduling for a later time. Marketing is Available on Pro plan and above, and included with every paid ResoFlow product. Staff need the marketing draft permission to build a campaign; the actual send needs the send permission (without it the send button is disabled with "You can prepare campaigns but not send them — ask an owner or admin").

• Open Marketing and click Compose (or the New campaign button).
• Template — pick a design. The eight prebuilt designs — Promotion, Event, Newsletter, Reactivation, Loyalty, Birthday, Seasonal and Booking enhancer — each ask for a short set of fields (headline, details, button label and link, and so on). Or pick Custom HTML (advanced) to write your own HTML in a code editor.
• Content — fill in the Subject and From name (both required — the from name defaults to your restaurant's name; emails are sent from [email protected] on behalf of your restaurant, and replies go to your reply-to address), then the template's fields. On a prebuilt template, an Attach a promotion dropdown lists your live promotions: attaching one fills the Promotion template with the offer's headline, details and dates — everything stays editable. Switches appear when the offer supports them, all on by default: Include the code (shows the shared code as a code chip inside the offer box) and Add to their account (loyalty members get an "Add to my account" button that saves the offer to their account). Offers with one-per-person codes show Give each recipient their own code instead — every recipient gets one of the promotion's unused codes in the offer box, locked to their email address (you can also type {{uniqueCode}} anywhere in your copy); if unused codes run out mid-send, the rest still get the email, just without a code, and the campaign's detail view says how many. Test sends show a sample code and never use up real ones. If you have live showcase offers, a Feature what's on picker lets you add up to 3 of them to the bottom of the email as announcement cards — no code and no claim button. In custom-HTML mode, Insert image opens the image library picker (reuse an image, pick a ready-made one, or upload new) and adds the picture to the end of the code, and the tags {{firstName}} and {{tenantName}} are filled in automatically for each customer.
• Recipients — choose All opted-in (the default) or Custom segment to narrow the audience. If you run a loyalty scheme, the segment criteria include Loyalty scheme members only — active members who've opted in to marketing. The panel shows a live count — "Will send to 143 customers" — plus how many were skipped. Only customers who have opted in to marketing can ever receive a campaign, whatever segment you pick.
• Review & send — check the summary and the preview (switch between desktop and mobile widths, and light or dark).
• Click Send test to me — it emails only your own address and doesn't use your monthly allowance. Always worth doing before a real send.
• Click Send 143 emails (the button shows your live count). A pop-up asks you to type SEND and add a short reason of at least 10 characters — the reason is recorded in your activity log. For sends of 10 or more people you'll also be asked to confirm your password. Then the send runs and you'll see a result like "Sent to 143 customers."

The daily limit on new senders

While your sending reputation is new, ResoFlow gently caps how many marketing emails can go out per day: 100 a day for your first week of sending, 1,000 a day until day 30, then your full monthly allowance. This protects your deliverability — big blasts from a brand-new sender are exactly what spam filters look for, and the ramp-up keeps your emails landing in inboxes.

If your audience is bigger than what's left today, nothing fails: the recipients panel and the confirm pop-up both tell you plainly, for example "Will send to 100 of 460 today — the rest are paused by your daily limit", and the send goes to that capped number. The rest aren't lost — the campaign is marked Partly sent in the Campaigns tab, and ResoFlow remembers exactly who has already received it. Once the limit has room again (usually the next day), open the campaign under Recent campaigns and click Send to the remaining N — only the people still waiting get it, never anyone twice. Nothing sends automatically, though, so it's still worth planning big blasts for after your first month.

If you're not ready to send, click Save as draft — saved drafts appear under Marketing → Drafts on any device. Leaving part-way is safe too: the composer keeps your work-in-progress on the device you're using (the exit button says so — "Exit — saved on this device"), and the next time you open Compose it picks up where you left off, with a Start afresh link if you'd rather begin again.

Related: Who receives my campaigns — and who is skipped? · How do I reuse drafts, templates and images? · How did my campaign perform?