Author: admin

  • Personalization behavior in test emails

    This guide explains how personalization tags behave when you send a test email in Sender, and what to check before launching your campaign.


    Where to Find This Feature

    In the Sender dashboard, go to:

    Email campaign → Design → Send test email

    You can also access test emails from within the drag-and-drop email builder by clicking Send test email in the top navigation bar.


    What to Check Before Sending

    Check 1 — Verify custom field placement in the editor

    Open your campaign and click Edit design to enter the email builder. When you select a text block (such as Paragraph or Headline), the inline toolbar appears. Click the Custom fields icon to insert personalization tags like firstname, lastname, email, phone, or birthday. Inside the editor, inserted tags display as readable labels (e.g., “First name”). Make sure tags are placed where you expect them in your content.

    Sender-emailcampaigns-customfields

    Check 2 — Review tags in the Design preview

    Go back to the Design step to see your email outside the editor. Here, personalization tags display in their raw syntax — for example, {{ firstname }}. This is the actual merge tag format that Sender uses. Check that tags appear in the correct position within your text, subject line, and preview text. If you see broken or misplaced {{ }} tags, return to Edit design to fix them.

    Sender-emailcampaigns-syntax

    Check 3 — Preview across devices and dark mode

    In the email builder, click the Preview icon (eye) in the top bar. The preview shows your email in both desktop and mobile views side by side. Use the Dark mode preview toggle to verify your layout holds across rendering modes. Personalization tags remain unresolved in this preview — they still show as {{ fieldname }}. Focus on checking layout, spacing, and readability around your tags.

    Sender-emailcampaigns-preview

    Check 4 — Understand test email behavior

    Click Send test email and enter the recipient address in the dialog. Test emails are sent to a specific email address you provide — not to your subscriber list. Because the test recipient is not a subscriber in your contact list, personalization tags are not replaced with actual data. The test email will display the raw tag syntax (e.g., {{ firstname }}). This is expected behavior.

    Check 5 — Confirm subject line and preview text personalization

    On the Settings step, both the Email subject and Email Preview text fields support personalization via the Custom fields dropdown. The Inbox preview panel on the right shows how the sender name, subject, and preview text appear together. If you added custom fields to the subject or preview text, verify the tag placement here before proceeding.

    Sender-emailcampaigns-settings

    What Happens After You Send a Test Email

    The test email arrives in the inbox you specified. Personalization tags appear as raw {{ fieldname }} placeholders — they are not populated with subscriber data. When you send the actual campaign to your subscriber list from the Review and send step, Sender resolves each tag using the matching data from each subscriber’s contact profile. If a subscriber’s field is empty, the tag renders as blank unless a fallback value is configured.


    Common Issues

    Tags show as {{ firstname }} in the test email — This is expected. Test emails do not resolve personalization because they are not sent to a subscriber record. The tags will populate correctly in the live campaign send.

    Tags appear as raw code in the Design preview — Normal behavior. The Design step and the preview mode display the merge tag syntax, not resolved values.

    Custom field is missing from the dropdown — The Custom fields list in the email builder includes subscriber fields (e.g., firstname, lastname, email, phone, birthday) and account-level fields (e.g., account.title, account.address). If a field doesn’t appear, confirm it exists in your subscriber data or account settings.

    Empty space appears in the live email where a tag was used — The subscriber does not have data for that field. Check your subscriber list to confirm the relevant field is populated for your recipients.


    FAQs

    Will personalization work when I send the actual campaign?

    Yes. When you send from the Review and send step, Sender replaces each {{ fieldname }} tag with the corresponding value from the subscriber’s contact profile.

    Can I add custom fields to the subject line?

    Yes. On the Settings step, click Custom fields next to the Email subject or Email Preview text field and select a tag.

    Where can I send a test email from?

    You can send a test email from the Design step (via the Send test email button) or from inside the drag-and-drop email builder (via Send test email in the top bar).

    How many test emails can I send?

    Up to 10 test emails per hour. Test emails do not count toward your sending limit.

    Does the preview mode show resolved personalization?

    No. The preview (desktop, mobile, and dark mode) shows the raw {{ fieldname }} tag syntax, not actual subscriber data.

  • Differences Between Test Emails and Live Campaign Sends

    This guide explains what to check when comparing a test email to a live campaign send, and what behaves differently between the two in Sender.


    Where to Find This Feature

    In the Sender dashboard, go to: Email campaigns → select a campaign → Design

    The Send test email button appears at the top of the Design step. You can also access it during the final Review and send step of campaign creation.


    What to Check in a Test Email vs. a Live Send

    Step 1 — Send a Test Email from the Design Step

    On the Design page, click Send test email in the top-right toolbar. A modal appears asking “Where do you want test email to be sent?” Enter your email address and click Send. The test email is delivered to that single address only. It does not go to any subscriber groups or lists.

    Sender-emailcampaigns-testemail

    Step 2 — Check What the Test Email Includes

    The test email contains your current email design, subject line, and sender details exactly as configured on the Settings and Design pages. Check that the From name, Email subject, and Email Preview text display correctly in your inbox. Use the Inbox preview panel on the Settings page to compare what you see in your actual inbox against the expected layout.


    Step 3 — Understand What the Test Email Does Not Include

    Test emails do not resolve subscriber-specific Custom fields (such as first name or other personalized tags). They also do not trigger tracking for opens, clicks, bounces, or unsubscribes. Make sure you understand that any custom field merge tags will appear as placeholder text or remain unresolved in a test send.


    Step 4 — Compare Against a Live Campaign Send

    A live campaign send goes through the full workflow: Settings → Design → Recipients → Review and send. The campaign is delivered to all selected subscriber groups. After sending, the campaign moves from DRAFT to SENT status in the Email campaigns list, and full statistics become available on the Campaign overview page — including total emails sent, total emails delivered, opened, unique clicks, hard bounced, soft bounced, unsubscribed, and spam reports.

    Sender-emailcampaigns-overview

    Step 5 — Verify Preview and Plain Text Versions

    Before sending live, also check the View plain text version button on the Design page to confirm your email is readable without HTML. Use the Preview option from the campaign list dropdown (click the arrow icon next to any campaign) to view a full rendered preview of your email in a modal window.

    Sender-emailcampaigns-plaintext

    What Happens After You Save

    After sending a live campaign, the campaign appears in the Email campaigns list with a SENT status badge and a timestamp. Performance data becomes available on the Campaign overview page, accessible by clicking the bar chart icon next to the sent campaign. Test emails do not appear as separate campaigns and do not generate any report data.


    Common Issues

    Custom fields show raw tags in test emails → Test emails do not resolve subscriber-specific custom fields. This is expected. Custom fields populate correctly only in live sends.

    Test email not arriving → You can send up to 10 test emails per hour. If you exceed this limit, wait before trying again.

    Stats show dashes for a draft campaign → Delivered, opened, and clicks columns remain empty until the campaign is actually sent to subscribers.

    Test email counts toward my plan limit → Test emails are not counted toward your total sent emails. Testing your campaign will not cause you to exceed your email limit.


    FAQs

    Where can I send a test email?

    On the Design step of the campaign editor, click Send test email and enter any email address.

    Do test emails count toward my sending limit?

    No. Test emails are excluded from your total sent email count.

    How many test emails can I send?

    Up to 10 test emails per hour.

    Will custom fields work in a test email?

    No. Custom fields only resolve with actual subscriber data during a live campaign send.

    Can I see open or click stats from a test email?

    No. Test emails do not generate tracking data. Only live campaign sends produce statistics on the Campaign overview page.

    What is the difference between Preview and Send test email?

    Preview opens a rendered view of your email inside the Sender dashboard. Send test email delivers the actual email to an inbox so you can check how it renders in a real email client.

  • Campaigns Stuck in Sending Status

    If your email campaign remains in Sending status for an unusually long time and does not transition to Sent, this guide walks through the most common causes and how to resolve them.


    Where to Find This Feature

    In the Sender dashboard, go to: Email campaigns (left sidebar). Your campaign list displays each campaign’s current status — Draft, Scheduled, Sending, or Sent — alongside delivery stats. Use the Filter button above the list to isolate campaigns by status and quickly locate any stuck in Sending.

    Sender-emailcampaigns

    Steps to Resolve a Campaign Stuck in Sending

    Step 1 — Check Your Plan Limits

    Open Account settings → Billing from the left sidebar. Review the Email campaigns section at the top of the page. It shows your current usage for active subscribers, unique subscribers emailed, and emails sent against your plan limits. If any of these counters have reached their maximum, your campaign cannot finish sending. You will need to upgrade your plan or wait for your billing cycle to renew before the remaining emails can be delivered.

    Sender-settings-billing

    Step 2 — Verify Domain Authentication

    Navigate to Account settings → Domains. Confirm that your sending domain shows green checkmarks under Ownership confirmed and Authentication. If any checkmark is missing or shows an error, your emails may be blocked or throttled. Click Recheck DNS records to refresh the status. If authentication is incomplete, update your SPF, DKIM, and DMARC DNS records with your hosting provider and recheck.

    Sender-settings-domains

    Step 3 — Review Recipient List Quality

    Go to Subscribers in the left sidebar and click the Email status dropdown filter. Check how many of your subscribers are listed as Bounced, Unsubscribed, or Reported spam. If a large portion of the recipients in your campaign’s target group or segment fall into these statuses, the campaign may appear stuck because there are very few deliverable addresses. Open the campaign’s assigned group to verify it contains Active subscribers.

    Step 4 — Wait or Contact Support

    For large recipient lists, the Sending status is expected to persist while Sender processes and delivers each email — this can take minutes to hours depending on volume. If your plan limits are fine, your domain is authenticated, your list contains active subscribers, and the campaign has been in Sending for more than a few hours, contact Sender support via LiveChat or at [email protected] for further investigation.


    What Happens After Sending Completes

    Once all emails have been processed, the campaign status changes from Sending to Sent in the Email campaigns list, and a timestamp appears beside the status label. Click the report icon (bar chart) next to a sent campaign to open the Campaign overview, where you can review total emails sent, total emails delivered, opened, unique clicks, hard bounced, soft bounced, unsubscribed, and spam reports.

    Sender-emailcampaigns-overview

    Common Issues

    Campaign stays in Sending for hours with 0 delivered — Your plan’s unique subscriber or email send limit has been exceeded. Check Account settings → Billing and upgrade or wait for renewal.

    Domain authentication shows missing checkmarks — DNS records for SPF, DKIM, or DMARC are not properly configured. Update them with your hosting provider, then click Recheck DNS records on the Domains page.

    Recipient count shows 0 active subscribers — All subscribers in the selected group or segment are bounced, unsubscribed, or marked as spam. Filter your Subscribers list by Email status → Active to confirm deliverable contacts exist.

    Campaign sent but delivered count is 0 with 100% hard bounces — The email addresses in your recipient list are invalid. Clean your subscriber list by removing bounced contacts and re-import verified addresses.


    FAQs

    Can I cancel a campaign that is stuck in Sending? 

    No. Once a campaign enters the Sending status, it cannot be cancelled or edited. You must wait for it to complete or contact support for assistance.

    Does Sender have a daily sending limit? 

    No. There is no daily limit. Sending is governed by your plan’s monthly email allowance and subscriber caps, visible under Account settings → Billing.

    Will my campaign resume automatically after I upgrade my plan? 

    Contact support to confirm whether a stuck campaign will resume after a plan upgrade, or whether you need to duplicate it and resend.

    How do I prevent campaigns from getting stuck in the future? 

    Before sending, verify your plan has sufficient email and subscriber headroom on the Billing page, confirm domain authentication is complete on the Domains page, and ensure your recipient group contains active subscribers.

  • Common Causes of Campaign Email Filtering or Blocking

    If your campaign emails are not reaching subscriber inboxes, something in your sending setup, content, or list quality may be triggering spam filters or blocks. This guide walks you through how to identify and resolve the most common causes in Sender.


    Where to Find This Feature

    In the Sender dashboard, go to:

    Email campaigns in the left sidebar to view campaign performance, or Account settings → Domains to check your domain authentication status.


    Steps to Diagnose and Fix Email Filtering or Blocking

    Step 1 — Check Your Domain Authentication

    Go to Account settings → Domains. You will see your domain listed with columns for Ownership confirmed and Authentication. The Authentication column displays three indicators for SPF, DKIM, and DMARC — hover over each icon to confirm its type. All three must show a green checkmark. If any are missing or failing, your emails are far more likely to be filtered or blocked by inbox providers. Click Recheck DNS records to refresh the status after making changes in your DNS provider.

    Sender-settings-domains

    Step 2 — Review Campaign Bounce and Spam Metrics

    Open Email campaigns from the left sidebar and locate your sent campaign. Campaigns with delivery problems display a warning icon in the Actions column — hover over it to see a summary like “100% hard bounces.” Click the report icon to open the Campaign overview page. Under the Statistics section, review your hard bounced, soft bounced, and spam reports rates. High hard bounce rates indicate invalid addresses on your list. High spam report rates signal that recipients are marking your emails as unwanted, which damages sender reputation.

    Sender-emailcampaigns-overview

    Step 3 — Clean Your Subscriber List

    Go to Subscribers in the left sidebar. Use the Email status dropdown filter to identify subscribers with a status of Bounced, Unsubscribed, or Reported spam. Sending to addresses that have previously bounced or reported spam increases the chance that inbox providers will block or filter future campaigns. Remove or suppress these contacts before your next send. You can also use the Advanced filter option for more targeted list cleanup based on engagement.

    Sender-dashboard-subscribers

    Step 4 — Review Campaign Content and Sender Details

    Open a campaign in draft status and click Settings in the top navigation bar. Confirm that your From name and Sender’s email address under Sender details match your authenticated domain. A mismatch between your sending address and your authenticated domain can trigger spam filters. Also review your Email subject and Email Preview text — avoid all-caps, excessive punctuation, or language commonly associated with spam. On the Design step, use Send test email to check how the email renders and whether it lands in your inbox or spam folder.

    Step 5 — Monitor Performance by Subscriber Actions

    From the Campaign overview page of a sent campaign, expand Subscriber actions in the left sidebar to view detailed breakdowns: Opens, Clicks, Hard bounces, Soft bounces, Unsubscribes, Spam reports, and Unopens. This helps you identify patterns. If a specific group or segment has a disproportionately high bounce or spam rate, that list source may be the problem. PRO plan users can also access Performance by inbox provider to see whether specific email providers (Gmail, Outlook, etc.) are filtering your campaigns.


    What Happens After You Save

    After making changes to your domain authentication, those updates take effect once DNS propagation completes — click Recheck DNS records on the Domains page to verify. After cleaning your subscriber list and adjusting your campaign content, send a new campaign and monitor its performance in the Campaign overview under Statistics. Improvements to your delivered, opened, and bounce rates will appear there after sending.


    Common Issues

    All emails hard bounced → Your subscriber list likely contains invalid or outdated email addresses. Filter by Bounced status under Subscribers and remove those contacts.

    SPF, DKIM, or DMARC not verified → DNS records have not been added or have not propagated yet. Check your DNS provider settings and click Recheck DNS records on the Domains page.

    High spam report rate → Recipients are marking your emails as spam. Review whether you have proper opt-in consent and whether your content matches what subscribers expect.

    Emails landing in spam for Gmail or Outlook users → Specific inbox providers may filter based on sender reputation. Use Performance by inbox provider (PRO) to identify which provider is filtering, and focus on warming up your sending volume gradually.

    From address does not match authenticated domain → The Sender’s email address in campaign Settings must use the same domain verified on the Domains page.


    FAQs

    Where do I check if my domain authentication is set up correctly?

    Go to Account settings → Domains. All three indicators (SPF, DKIM, DMARC) should show green checkmarks.

    How do I find out which emails bounced in a campaign?

    Open the campaign report from Email campaigns, then expand Subscriber actions and click Hard bounces or Soft bounces.

    Can I see which email provider is blocking my campaigns?

    Yes, if you are on a PRO plan. In the Campaign overview, click Performance by inbox provider in the left sidebar.

    What subscriber statuses should I avoid sending to?

    Do not send to subscribers with a status of Bounced, Reported spam, or Unsubscribed. Filter these using the Email status dropdown on the Subscribers page.

    Does Sender automatically stop sending to bounced addresses?

    Sender marks hard-bounced addresses with a Bounced status. These addresses are excluded from future sends automatically, but reviewing and removing them helps keep your list healthy.

  • Troubleshooting Non-Working Links in Email Campaigns

    This guide explains how to troubleshoot and fix non-working links in Sender using the Email Campaign feature. It covers how to locate and verify links in your campaign design, what to check when links fail to work, and how to confirm everything is functioning before you send.

    Where to Find This Feature

    In the Sender dashboard, go to: Email campaigns → select a campaign → click the edit (pencil) icon.

    Sender-emailcampaigns-edit

    Steps to Troubleshoot Non-Working Links

    Step 1 — Open Campaign Settings

    From the Email campaigns list, click the pencil icon next to the campaign you want to fix. This opens the campaign editor, starting at the Settings step. A progress bar at the top shows your position across the four stages: Settings, Design, Recipients, and Review and send. Click Save and continue or select the Design step in the progress bar to proceed.

    Step 2 — Review Your Email Design

    On the Email campaign design page, you can see a preview of your email content. The label next to the heading indicates whether the campaign uses the Drag and drop builder or Custom HTML. Click Edit design to open the full editor and inspect the elements that contain links, such as buttons, images, text hyperlinks, and social icons.

    Step 3 — Verify Link URLs in the Editor

    Inside the drag-and-drop editor, click on any element that should contain a link. For a Button block, the right-side Content panel displays a Link field where the destination URL is set. Confirm each URL starts with https:// and points to a valid, live page. For text hyperlinks in Paragraph blocks, select the linked text to inspect or update the URL. For Image blocks, check the link setting in the content panel.

    Sender-emailcampaign-design

    Step 4 — Test Links Before Sending

    Return to the Design step and click Send test email. Enter your email address in the dialog and click Send. Open the test email in your inbox and click every link to verify it leads to the correct destination. You can also click View plain text version to see all URLs rendered as visible text, making it easy to spot malformed or missing links.

    Sender-emailcampaign-testemail

    Step 5 — Check the Clicks Report After Sending

    After the campaign has been sent, return to the Email campaigns list and click the report icon (bar chart) next to the sent campaign. On the Campaign overview page, select Clicks report from the left sidebar. This displays a rendered version of your email and shows click data for each link, helping you confirm whether links are being tracked and clicked.

    What Happens After You Save

    After saving, the campaign appears in the Email campaigns list with a status of DRAFT. You can continue editing or proceed through the remaining steps. Once the campaign is sent, performance data — including delivered, opened, and unique clicks — becomes available in the Campaign overview report.

    Common Issues

    Link shows as “https://www.sender.net” (default placeholder) → The button or element was added but the default URL in the Link field was never updated. Open the editor, click the element, and replace the placeholder with your actual destination URL.

    Link works in the editor but not in the received email → The URL may be missing the protocol prefix. Ensure the link starts with https:// or http://. Links without a protocol may not resolve correctly in email clients.

    Unsubscribe link not working → The unsubscribe link uses the {{ unsubscribe_link }} template tag in custom HTML campaigns. Make sure the tag is spelled correctly and wrapped in an <a href=""> tag. In the drag-and-drop builder, this link is generated automatically in the footer.

    Links redirect through an unfamiliar domain → Sender uses a tracking domain (such as campaign-statistics.com) to measure clicks. This is expected behavior. If subscribers report the link looks suspicious, consider informing them in the email body that links are tracked.

    Social media icons not linking anywhere → When using the Social block in the drag-and-drop editor, each icon requires a URL to be manually set. Click the social block and fill in the profile URLs for each platform in the content panel.

    Links broken only in certain email clients → Some email clients strip or rewrite links. Use Send test email to check rendering across different inboxes (Gmail, Outlook, Apple Mail) before sending the campaign to your full list.

    FAQs

    **Can I edit links in a campaign that has already been sent?
    **No. Once a campaign is sent, its content is locked. You can click Create a copy from the campaign overview to duplicate the campaign, fix the links, and resend to your audience.

    How do I add a hyperlink to text in the drag-and-drop builder?

    Open the editor, click on a Paragraph block, highlight the text you want to link, and use the link icon in the text toolbar to enter the destination URL.

    Why does the plain text version show different URLs? 

    The View plain text version displays the raw tracking URLs generated by Sender. These redirect to your original destination and are how Sender measures clicks. The recipient sees your display text, not these tracking URLs, in HTML email clients.

    Can I test links without sending a full campaign? 

    Yes. On the Design step, click Send test email, enter your email address, and click Send. This delivers a complete version of the email to your inbox so you can click and verify every link.

    What should I do if my link returns a 404 error? 

    Confirm that the destination page exists and is publicly accessible. If the page requires authentication or has been moved, update the URL in the Link field of the relevant block in the editor.

  • Common Campaign Errors

    This guide explains common errors you may encounter when creating email campaigns in Sender using the Email campaign feature. It covers validation messages, warnings, and troubleshooting steps to help you resolve issues quickly.

    Learn more: https://www.sender.net/email-marketing/

    What Email Campaign Does

    Email campaign in Sender allows you to create, design, and send marketing emails to your subscriber lists. It is typically used when you need to reach your audience with newsletters, promotional content, announcements, or any bulk email communication.

    Where to Find This Feature

    In the Sender dashboard, go to:

    Email campaigns (in the left sidebar)

    Sender-dashboard-sidebar

    Steps to Create a Campaign and Avoid Common Errors

    Step 1 — Settings

    The campaign begins on the Campaign settings page where you configure basic details. Enter your Email subject, From name, and verify the Sender’s email address. The system validates these fields in real-time and displays errors if required information is missing or incorrectly formatted. You cannot proceed until all required fields contain valid data.

    Sender-campaign-settings

    Step 2 — Design

    On this step, choose your email format from Drag and drop builder, Plain text email, or Custom HTML email. If using the drag-and-drop option, select a template before proceeding. For Custom HTML, you must include actual content—the editor will reject empty submissions. Click Save and continue once your design is complete.

    Sender-campaign-design

    Step 3 — Recipients

    Select your target audience by checking groups or segments from the list. The counter at the top shows how many recipients you’ve selected. If the count shows zero, you cannot proceed to the next step. Use the Exclude groups/segments option to filter out specific audiences if needed.

    Sender-campaign-recipients

    Step 4 — Review and Send

    The final step displays a summary of your campaign with a Tips & Suggestions panel highlighting any issues. Review the settings, preview your email design, and resolve any warnings before sending. Click Send now for immediate delivery or Schedule to set a future send time.

    Sender-campaign-reviewsend

    What Happens After You Save

    After completing all steps, your campaign appears in the Email campaigns list. Draft campaigns show a DRAFT status until sent. Sent campaigns display delivery statistics including open rates, click rates, and bounce information. You can view detailed performance reports by clicking the analytics icon next to any sent campaign.

    Common Issues

    “Email subject is required” → The subject line field is empty. Enter a descriptive subject for your campaign.

    “From name is required” → The sender name field is blank. Add a recognizable name recipients will see.

    “Sender’s email address must be a valid email address” → The email format is incorrect. Enter a properly formatted email address.

    “Content can’t be empty!” → The email body has no content. Add text, images, or HTML before saving.

    Recipients showing 0 → No groups or segments are selected. Check at least one audience to enable sending.

    “Add email preview text” → This is a recommendation, not an error. Preview text improves open rates by showing additional context in recipients’ inboxes.

    100% hard bounces warning → All emails bounced because recipient addresses are invalid or don’t exist. Verify your subscriber list contains active, valid email addresses.

    “The email account that you tried to reach does not exist” → The recipient’s email address doesn’t exist on the mail server. Remove invalid addresses from your list or contact subscribers to confirm their current email.

    FAQs

    Why can’t I click “Save and continue”? The button remains disabled until all required fields are completed. Check for red error messages below any fields and resolve them.

    What’s the difference between hard and soft bounces? Hard bounces indicate permanent delivery failures (invalid addresses), while soft bounces are temporary issues (full inbox, server problems). Hard-bounced addresses should be removed from your list.

    Can I edit a campaign after sending? No, sent campaigns cannot be modified. You can create a copy using the Create a copy button and make changes to the new version.

    Why does my campaign show 0 delivered but was sent? This usually indicates all recipients had hard bounces due to invalid email addresses. Check the campaign report under Subscriber actions → Hard bounces for details.

  • Viasocket Integration

    viaSocket is an AI-powered workflow automation platform that helps you connect thousands of apps — no coding required. By linking Sender to your favorite tools, you can automate repetitive tasks, keep your subscriber lists in sync, and trigger email campaigns based on real-time events happening across your entire tech stack.

    Why connect Sender with viaSocket?

    • Automatically add new subscribers to Sender from other apps like Google Sheets, Airtable and others.
    • Create and organize subscriber groups automatically based on events in connected apps.
    • Trigger new email campaigns in Sender whenever a specific action happens in another tool.
    • Keep subscriber data up to date by syncing changes from your CRM, e-commerce platform, or other sources.
    • Remove or unsubscribe contacts in Sender automatically when they are removed from another platform.
    • Connect Sender with thousands of apps — including Slack, Zendesk, Google Sheets, Razorpay, and many more.

    How to integrate Sender with viaSocket?

    1. Go to viasocket.com and log in or create a free account.
    2. Click “Create new flow” to start building your automation workflow.

    In the flow builder, name your flow and click “Select trigger” to search for the app you want to connect with Sender. For this tutorial, we will connect Sender and Google Sheets.

    Once the application is selected, you will need to choose the trigger that would initiate the connection.

    In this case we will choose “New or Updated Spreadsheet Row”.

    You can choose the trigger to run every 5min, 15min, 1h, 12h or 24h.

    To establish the integration, you will need to connect your Google Sheets account.

    Once you connection is done, you will be asked to choose the Spreadsheet and its Sheet that would be used for the integration.

    You can trigger the connection when the record is new or updated, when it is only new, or when it is only updated.

    Don’t forget to indicate whether your sheet includes a column name to avoid missing any of the records.

    Save the step once it is fully setup.

    To setup Sender part of the integration, click “Add step” under “Do” (action part of the conntection) and search for Sender in the app list.

    Once the app is chosen, you will be given a list of actions that can be performed when the tigger fires up:

    DELETE

    • Delete Field
    • Delete Group
    • Delete Segment
    • Delete Subscribers
    • Remove Subscribers From Group

    GET

    • Get Segment Details

    • Get Subscriber’s Data

    OTHERS

    • Custom API

    UPDATE

    • Rename Field

    • Rename Group

    • Update Subscriber

    CREATE

    • Add Subscriber to Group

    • Create Campaign

    • Create Field

    • Create Group

    • Create Subscriber


    For this tutorial, we will choose “Update_subscriber”.

    To finalize the integration, Sender accout has to be connected too. This will require you to provide an API token from your Sender account. Click here to learn how to create your account API token.

    The updated subscriber can be recognized by their email addres or their phone number.

    To make sure that the subscriber is properly added to your Sender account, you have to select which collumn has data for which custom field. This is where having column names helps a lot.

    Then, you need to select group(s) to which your subscribers will be added in Sender.

    Lastly, you can choose to activate an automation workflow when the connection is triggered and select your subscribers’ status for all the channels upon sync:

    • Active
    • Unsubscribed
    • Bounced
    • Spam-reported

    You connection is now fully setup, all that is left is to “Go Live”.

    From now on, every new row added to our Google Sheet will automatically create a new subscriber in Sender.


    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

  • Manage Brand Assets

    Brand Assets is a powerful feature that allows you to save your brand’s visual identity—including your logo, colors, fonts, and social media links—so they are automatically applied to all your email campaigns and templates.

    This ensures consistent branding across all your marketing communications without having to manually configure each campaign.

    How to access brand assets

    1. Log in to your Sender account.
    2. Go to Settings.
    3. Select “Brand assets” from the settings menu.

    Upload your logo

    Your logo will be displayed anywhere you have a logo block in your email campaigns. To upload your logo:

    1. Click the “Upload image” button in the logo section.
    2. Select an image file from your computer.
    3. Your logo will appear in the preview area.

    Supported formats: JPG, PNG, or GIF.

    Tip: Make sure your logo is visible on a dark background, as some email templates may use darker color schemes.

    Select a Color Theme

    You can customize your brand colors to match your visual identity. Sender offers preset color themes, or you can manually adjust each color value to perfectly match your brand guidelines.

    The following color settings are available:

    • Dark background color: this color will be applied to the chosen email backgrounds. In your design, make sure to use well-contrasting text and button colors on dark backgrounds.
    • Light background color: this color will be applied to the chosen email backgrounds. In your design, make sure to use well-contrasting text and button colors on light backgrounds.
    • Headline color: The color applied to your email headings and titles.
    • Paragraph text color: The color used for body text in your emails.
    • Accent color (for buttons and links): choose a color for buttons and links that is well visible on both dark and light backgrouds.

    To customize colors:

    1. Select a preset theme from the dropdown menu (e.g., “Bold Essence”), or
    2. Enter specific hex color values (e.g., #F87435) in each color field to match your brand exactly.

    Choose Fonts

    Typography plays a crucial role in brand recognition. Sender allows you to set both primary fonts and fallback options to ensure your emails look great across all email clients.

    Font settings include:

    • Headline font: The primary font for your email headings (e.g., Fira Sans).
    • Paragraph text font: The primary font for body text (e.g., DM Sans).
    • 1st fallback headline/paragraph: A secondary font that displays if the primary font isn’t available in the recipient’s email client.
    • 2nd fallback headline/paragraph: A tertiary font option for maximum compatibility.

    To select fonts:

    1. Click the dropdown menu next to each font setting.
    2. Select your preferred font from the available options.
    3. Set fallback fonts to ensure consistent display across different email clients.

    Note: You can preview how your emails will look with custom fonts versus fallback fonts using the toggle buttons in the Email example preview panel on the right side of the screen.

    Setup Social Links

    Add your social media profiles so they can be easily included in your email campaigns. Social icons will automatically appear in templates that include a social block.

    To add a social link:

    1. Click “+ Add social link” button.
    2. Select the social media platform.
    3. Enter your profile URL.

    Automatic Brand Setup

    Want to save time? Sender can automatically import your brand assets from your website. This feature extracts your brand colors, fonts, logo, and social links directly from your website URL.

    To use automatic brand setup:

    1. Scroll down to the “Automatic brand setup” section.
    2. Enter your website URL in the input field (e.g., https://sender.net).
    3. Click the “Import” button.
    4. Review the imported settings and make any necessary adjustments.

    Note: New styles will be applied to all new branded blocks and email templates. Existing campaigns will remain unchanged unless edited.

    Preview Your Brand Settings

    The right side of the Brand Settings page displays a live email preview showing how your brand settings will look in an actual email campaign. This preview updates in real-time as you make changes.

    Use the preview to:

    • See how your logo appears in the email header.
    • Check how your color scheme looks across different email sections.
    • Toggle between “Custom fonts” and “Fallback fonts” to see how your emails will render in different email clients.
    • Verify that buttons and links display correctly with your accent color.

    Once you’re satisfied with your brand configuration, click the “Save brand” button in the top right corner.


    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

  • Migrate to Sender

    Migrating your subscriber list to Sender is easy and straightforward. We have multiple methods to help you transfer your contacts seamlessly, whether you’re moving from another email marketing platform or importing your existing list.

    This guide will walk you through all available migration options, helping you choose the best method for your needs.

    How to migrate from Mailchimp or GetResponse?

    We have dedicated articles for an easy to follow step-by-step instructions on how to migrate from these two platforms.

    Follow this comprehensive tutorial to migrate from Mailchimp. 

    Click here for a tutorial on how to migrate from GetResponse.

    Migrating from any other tool

    File Upload Import

    If you prefer to upload your subscriber list directly, Sender supports multiple file formats.

    Supported file formats:

    • .csv (Comma-Separated Values)
    • .txt (Text files)
    • MS Excel (.xlsx)

    NOTE: Maximum file size: 64MB

    Step-by-Step File Upload Process

    1. Navigate to Subscribers > “Add subscribers”
    2. Click “Import via file” option
    3. Upload your file (drag and drop or browse)

    If your subscribers are in another type of file and you need a clean template to add all of your subscribers before import, we provide a downloadable Excel and CSV templates.

    Copy/paste method

    For smaller lists or quick additions, the manual copy & paste method is convenient.

    1. Go to Subscribers > “Add subscribers”
    2. Select the “Copy & Paste subscriber list” option

    3. Paste your subscriber data directly into the text field

    4. Ensure your data includes email addresses or phone number (required)

    5. Each subscriber should be added into a new row with their additional information separated by commas

    Next step is the same, regardless if you chose to import from a file or via the copy/past method.

    After uploading your file or pasting your subscribers, you’ll need to map your columns to Sender’s custom fields:

    If you do not have a custom field for a particular column of data, you can create one by clicking “Create a new field” at the bottom of the drop-down bar or skip the collumn all together if you don’t need that information imported.

    You can also skip all unselected columns if you have all of unneccessary information and do not want to skip them one-by-one.

    When importing subscribers, you’ll be prompted to assign them to a group. Groups help you organize your contacts and target specific audiences with your campaigns.

    You can select one or multiple groups upon import. You can also skip this step but it may be hard for you to differenciate your subscribers in the future when you are sending campaigns. 

    Selecting recipients for email and SMS campaigns has to be done by choosing groups, segments or all active subscribers, therefore we suggest making sure that each subscriber belongs to at least one group to make it easier for yourself in the future.

    Once you are all set, click “Start import”.

    After that, you will see your import progress and results. 

    • New subscribers – subscribers that have been imported to your list for the first time.
    • Subscribers updated – subscribers that have been imported in your list in the past. After import, their custom field information has been updated with the new data provided during the upload.
    • Duplicate subscribers – if the file contained the same email address more than once, only one copy of that email address will be uploaded to prevent duplicate imports.
    • Invalid emails – email addresses that contains typos, unsupported characters or unfinished email addresses.
    • Duplicate phone numbers – if the file contained the same phone number more than once, only one copy of that phone number will be uploaded to prevent duplicate imports.
    • Invalid phone numbers – partial phone number or the phone number that is missing a plus sign and country code.

     

    Best Practices for Migration

    Before You Import

    1. Clean your list – remove inactive or invalid email addresses,
    2. Organize your data – structure your file with clear column headers,
    3. Prepare custom fields – decide which additional data you want to track,
    4. Plan your groups – determine how you’ll segment your audience.

    During Import

    1. Assign to appropriate groups – don’t skip this step to prepare well for future sends,
    2. Map all relevant fields – ensure data transfers to the correct custom fields,
    3. Review field mapping – double-check before finalizing the import,
    4. Start with a test – if you have a large list, import a small batch first.

    After Import

    1. Verify subscriber count – ensure all contacts imported successfully,
    2. Check custom field data – confirm information is mapped correctly,
    3. Review group assignments – make sure subscribers are in the right groups,
    4. Send a welcome campaign – re-engage your migrated subscribers.

    Troubleshooting Common Issues

    Import Fails

    • Check file format – ensure you’re using .csv, .txt, or .xlsx,
    • Verify file size – must be under 64MB,
    • Remove special characters – some characters may cause import errors,
    • Check email format – all emails must be valid addresses.

    Missing Custom Field Data

    • Review field mapping – make sure columns were assigned correctly,
    • Check data format – dates should be in YYYY-MM-DD format.

    Subscribers Not Showing in Groups

    • Assign during import – groups must be selected when importing,
    • Manually add to groups – you can assign groups after import via the dashboard.

    That’s it!

    If you are stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

  • Enable Shopify Theme App Extension

    Once you connected your Shopify store to Sender, it is important to enable theme app extension to add subscription forms with less hassle.

    Here is how the whole process looks like:

    How to insert your embedded form

    Go to your Sender account, access the Form section and head to the overview page of the form that you want to embed.

    Look for the form ID and copy it.

    Locating the form ID

    Now head back to your store site editor and choose to add a section and in the Apps section choose Sender – Embedded Form.

    Shopify App section

    You will be asked to enter the form ID you have just copied. Once you paste it, the form will be displayed immediately. Make alignment changes if needed.

    Entering form ID
    Form preview

    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.