How do I schedule an OpenGen campaign after I’ve already sent my campaign?

Updated on: April 8, 2016 Category: FAQ, OpenGen, Sending, Troubleshooting

If you missed clicking the OpenGen button for your campaign send, you can set it up after the fact – it’s just a little more work. 🙂

Step One

Go to your campaign dashboard and find the campaign you want to use for OpenGen. Hover over Options under the campaign name, then click Duplicate. We recommend adding “OpenGen” to the campaign name after the original title so you know that’s what it is.

Step Two

Click Edit under the OpenGen copy you’ve just created.

Step Three

Click Continue in the orange box at the top of the screen to get to the drag and drop editor. Click Next Step.

Step Four

On the List Selection page, click Yes to Segment your list, then Create a New Segment:

Click Yes to Create a new segment

Step Five

A modal window will pop up. Follow the instructions in the image below:

Manually set up an OpenGen segment

Step Six

You should see a confirmation that says “You are currently using segment “OpenGen,” or whatever you named your segment over the orange Edit Segment button. Click Save & Continue.

Step Seven

Consider tweaking your subject line on the campaign settings page. Decide if you want to Archive this campaign – chances are you don’t, so make sure the Archive Campaign box is unchecked. Click Save & Continue.

Step Eight

Schedule your campaign for the date and time you want it to go out (or, if it’s already been more than 24 hours and you’re ready to send it now, click the Send Now button!). Save & Exit and you’re done!


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