How To Build an AI-Powered Email Campaign with the Platform
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Email remains one of the most reliable channels for engaging customers, driving conversions, and keeping relationships warm. When we combine email with AI inside a single solution, we remove the most time-consuming parts of campaign creation: setup, copywriting, subject-line testing, segmentation, and scheduling. The result is faster execution, fewer errors, and more predictable outcomes for our business.
What we accomplish with an AI-powered campaign
With the platform’s AI assistant we can:
Automatically set up a sending domain if we haven’t already.
Generate full email copy that matches our brand voice.
Create multiple subject lines for reliable A/B testing.
Use pre-built segments so we target the right contacts with minimal setup.
Schedule or send campaigns and then measure results in one place.
Before we start: why brand voice matters
Generic AI output can feel robotic. We want emails to sound like our company, not a template. That’s where a brand voice profile helps. By giving the AI a short, consistent brief about tone, personality, and audience, every automated draft will reflect our brand and reduce the edits we need to make.
A practical brand voice profile contains:
Tone: friendly, professional, playful, confident.
Audience: small business owners, technical buyers, end users.
Key phrases and avoid list: words or industry jargon we use or prefer to avoid.
Style notes: short sentences, active voice, benefits-first.
Step-by-step: set up the brand voice
Inside the platform, build the brand voice before you ask the assistant to draft campaigns. This is usually found in the marketing or content settings area. Creating the profile takes five to ten minutes and pays dividends every time the AI writes for us.
Create a new brand voice entry and name it.
Write a short description of tone and audience. A few sentences are enough.
Add sample copy or paste a URL to an existing page if available.
Save the entry. The AI will reference it when drafting emails.
Step-by-step: create an AI-powered email campaign
Once the brand voice is set, we move to the campaign builder and open the AI assistant. The process is conversational and guided, so we can remain focused on strategy instead of formatting.
Open the marketing area and start a new email campaign.
Click the Ask AI button or assistant icon to open the chat window.
Tell the assistant what the campaign should accomplish. For example: promote a Black Friday sale, drive sign-ups for a support portal, or announce a new feature.
Select the brand voice you created. This ensures the draft matches our style.
Confirm the assistant’s summary and ask it to generate the email body and scheduling details.
Review the draft that appears in the campaign editor. Images, buttons, colors, and copy are usually auto-filled.
Example scenario: Black Friday support portal promotion
We told the assistant we were running a Black Friday campaign to promote a ticketing support portal. The assistant returned a complete draft: subject lines to A/B test, a hero image suggestion showing support agents, body copy that highlights the portal’s benefits, and a call to action that matches our brand color.
That kind of context-aware output reduces back-and-forth between teams. Instead of assembling all pieces manually, we spend time refining strategy—who sees the message and when—rather than drafting every sentence.
Customize the draft: small edits, big impact
The draft the AI produces is rarely final. We treat it as a strong first version. Editing is simple:
Click into any text block to change wording, swap benefits, or clarify an offer.
Replace images with product or team photos that reflect authenticity.
Adjust buttons, links, and colors to match campaign goals.
Preview the mobile and desktop versions to ensure responsiveness.
Small changes—tightening the first sentence, sharpening the call to action—can meaningfully improve open and click rates. The AI handles the heavy lifting while we apply our judgment where it matters most.
A/B testing subject lines and variations
Subject lines are one of the most impactful parts of an email. The platform’s AI can generate multiple subject lines and set up A/B tests for us. We can request up to six subject lines to be created automatically.
Key rules to remember:
Minimum recipients per variation: 10 contacts.
Minimum total contacts: 40 across the campaign for A/B testing to run.
Test limits: A/B tests work when the campaign is sent immediately or scheduled. They do not run for batch sends or RSS-based campaigns.
We recommend testing subject line elements such as benefit, urgency, personalization, and curiosity. Examples:
Urgency: "Black Friday ends tonight: 40 percent off support portal"
Benefit: "Resolve issues faster with our new ticketing portal"
Personalization: "A faster support experience for [First Name]"
Curiosity: "The upgrade your team has been waiting for"
Choose recipients: use pre-built segments or custom lists
The assistant can recommend segments based on recent engagement. Typical recommendations include contacts who engaged in the last 7, 30, or 60 days, subscribers active in the last five campaigns, or unengaged subscribers for re-engagement messages.
When choosing a segment, think about the goal:
If you want immediate conversions, choose highly engaged contacts from the last 7 to 30 days.
If you want to re-engage, target unengaged subscribers with a special offer or survey.
If you want broad reach, send to all contacts but consider frequency rules to avoid over-mailing.
Pre-built segments save time and reduce guesswork, but we can always override recommendations and use custom filters like location, plan type, or product usage.
Schedule, send, and follow-up
Once the content, subject lines, and recipients are set, we decide whether to send now or schedule the campaign. Scheduling allows us to:
Send at a time aligned with customer behavior or time zones.
Coordinate across channels such as SMS or social posts.
Prepare a resend to unopens automatically or manually.
The platform typically includes an option to resend to unopens. That helps recover missed opportunities without sending duplicate messages to people who already engaged.
Measure performance and iterate
Post-send analytics live in the marketing reports area. We can select the campaign and a time frame to review:
Delivered: how many addresses received the email.
Open rate: percentage of recipients who opened the email.
Click rate: percentage who clicked a link.
Bounce rate: emails that failed to deliver.
Unsubscribes: how many people opted out.
The platform highlights top performing subject lines and templates by open and click rate, so we can replicate what works. Use these insights to:
Refine subject-line formulas and timing.
Update segments based on behavior.
Design follow-up sequences for engaged users.
Practical tips from real campaigns
We’ve found that combining AI assistance with a few best practices produces the best outcomes:
Supply clear inputs to the assistant. The more detail about the offer and audience, the better the output. Mention the promotion dates, target persona, and desired tone.
Review generative images. AI will suggest visuals, but replace them with original product or team images where possible to increase trust.
Keep the first sentence tight. The preview text and opening line determine whether subscribers open the message.
Limit promotions frequency. Avoid overwhelming contacts with daily promotional emails. Use frequency rules tied to recent purchases or engagement.
Use the AI for variations. Generate multiple subject lines and alt-body versions to test what resonates with each segment.
Common mistakes to avoid
Even with AI, certain pitfalls remain. Watch for these:
Relying solely on generic copy. Always personalize and localize where necessary to avoid sounding templated.
Skipping the brand voice. Without it, copy can drift from the tone customers expect.
Testing with too small lists. A/B testing requires minimum list sizes to be meaningful.
Ignoring deliverability setup. Make sure a sending domain is configured to avoid bounces and spam placement.
We can save hours of work while keeping messages consistent and on-brand by pairing AI drafting with a small amount of human review.
How this saves time and reduces tech headaches
Centralizing campaign creation and analytics inside one solution eliminates the friction of bouncing between tools. We no longer need to:
Manually format copy in separate editors.
Export and import contact lists across platforms.
Track open and click data in multiple dashboards.
The practical benefits are clear:
Faster execution: a campaign can be drafted and scheduled in minutes.
Less human error: pre-built templates and AI-generated images reduce layout mistakes.
Better consistency: the brand voice ensures unified messaging across campaigns.
No hidden fees: clear pricing and straightforward features simplify budgeting.
Realistic outcomes to expect
AI speeds up creation and helps us test faster, but it does not replace strategy. Expect to:
Reduce time to create a campaign by up to 70 percent.
Increase the number of subject-line tests we run per month.
Improve open and click performance as we iterate on AI-suggested content and audience targeting.
Frequently asked questions
How do we set up a sending domain if we have not done that yet?
The assistant can guide and automate much of the setup. It will provide the required records and steps to add the sending domain in your DNS provider. Follow the guided prompts, verify the records, and the platform will handle authentication so future campaigns have higher deliverability.
Can the AI produce emails that sound like our brand?
Yes. By creating a brand voice profile with tone, audience, and sample copy, the assistant references that profile when drafting content. That minimizes manual edits and keeps messages consistent with existing customer communications.
How many subject lines can the AI generate and what are the A/B testing rules?
The AI can generate up to six subject-line variations. For A/B testing, each variation needs at least 10 contacts and the campaign must include at least 40 total contacts. A/B tests run when you send immediately or schedule the campaign; they do not run for batch or RSS campaigns.
Can we preview how the email will look on mobile and desktop?
Yes. The campaign editor shows a live preview for both desktop and mobile layouts. Always check both views because images, column layouts, and button placement can differ across devices.
What recipient segments should we use for promotions?
It depends on your goal. For conversions choose engaged contacts (7 to 30 days). For re-engagement target unengaged subscribers with a tailored offer. Pre-built segments are a good starting point, and custom filters let you refine by behavior or attributes.
Where do we find campaign performance data after sending?
Performance reports are accessible in the marketing reports area. Select the campaign and a date range to view delivered counts, open and click rates, bounces, unsubscribes, and top performing subject lines and templates.
Can we resend to people who did not open the email?
Yes. The campaign scheduler includes a resend-to-unopens option. Use this carefully and adjust subject lines or preview text to avoid irritating recipients.
Will the AI choose images automatically?
The assistant may suggest relevant images based on the campaign content, but we recommend using original photos when possible. Original visuals boost credibility and help messages stand out.
Closing thoughts
AI-powered email workflows let us focus on strategy and audience rather than repetitive tasks. By defining a clear brand voice, providing concise inputs, and using the assistant to generate drafts and subject-line variations, we create better campaigns faster. The analytics loop then helps us refine what works and scale those wins.
Use the AI to accelerate execution. Apply human judgment where it matters most: selecting audiences, refining offers, and ensuring the content reflects our values. That combination delivers predictable results and fewer technical headaches for our teams.
