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Getting a campaign ready to schedule

Edit in CMS

The Preview and schedule button at the top right of the editor becomes clickable once your campaign has everything it needs. If it’s greyed out, hover over it: Letterhead tells you what’s missing.

What a campaign needs before you can schedule it

Section titled “What a campaign needs before you can schedule it”
  • The required fields. On the Preview and schedule step, the sidebar marks these with a red asterisk: Email Subject, Preview Text, Audience, and Date and Time. Letterhead checks a field when you leave it, so click out of the last one you typed in.
  • A connected email provider. If your channel’s provider is disconnected, the button says so, and a company admin needs to reconnect it in Settings → Integrations.
  • Valid HTML. Any HTML block must contain markup Letterhead can read. A block with a problem shows an error; fix the markup or remove the block. See how to use HTML in Letterhead.
  • Complete UTM parameters. Each link parameter needs a key and a value, with no spaces. See Tracking clicks and adding UTM codes.
  • Social card text within its limits. A custom social card Title can be up to 80 characters and its Preview text up to 180. See Setting up social cards.
  • A finished A/B test. If you’ve switched on an A/B test, fill in its second subject line, or switch the test off.

While Letterhead builds your preview

Section titled “While Letterhead builds your preview”

An auto-save never holds you up: the status beside your avatar reads Saving… while one runs, and you can still click Preview and schedule. Letterhead finishes the save first.

After you click, the button names the step it’s on (Saving…, Rendering…, Opening…) and the status beside your avatar says the same. The button is also briefly unavailable while a document import or a tracking setting is being saved. Your work saves as you go, so refreshing the page is always safe.

When it’s ours to fix

Section titled “When it’s ours to fix”

If everything above is in place and the button still won’t click, or a preview build doesn’t finish within about ten seconds after a refresh, contact support with the campaign’s Unique ID, your channel, and a screenshot of the scheduling sidebar.

Still can’t find what you need? Contact support.