Evergreen Campaigns
Evergreen campaigns automate the scheduling of recurring broadcasts at set intervals. You can enable or disable these campaigns and track the performance of individual runs.
Overview
Evergreen Campaigns are automated recurring email campaigns that send on a schedule you define. Unlike one-time scheduled campaigns, evergreen campaigns repeat automatically based on your configured frequency - daily, weekly, monthly, or other intervals.
Use Cases
| Use Case | Frequency | Example |
|---|---|---|
| Daily Digest | Daily | Send daily news roundup at 8 AM |
| Weekly Newsletter | Weekly | Send weekly tips every Monday |
| Monthly Updates | Monthly | Send monthly product updates on the 1st |
| RSS Content | When new content | Send when blog has new posts |
Viewing Evergreen Campaigns
Navigate to Campaigns → Evergreen Campaigns to view all evergreen campaigns.
Page Features
- Add New button to create an evergreen campaign
- Bulk Actions dropdown for operations on selected items
- Our records / User records toggle
- Filter by admin dropdown
- Show entries dropdown
- Search box
Evergreen Campaign Information
| Column | Description |
|---|---|
| Evergreen Name | Name of the evergreen campaign |
| Previous Run | Date/time of last execution |
| Next Run | Scheduled date/time of next execution |
| Total Runs | Number of times campaign has run (clickable to view history) |
| Frequency | How often campaign runs (e.g., "Every Day", "Every Hour") |
| Status | Active (green) or Inactive toggle |
| Created on | Date and time created |
| Actions | Action menu (three dots) |
Creating an Evergreen Campaign
Navigate to Campaigns → Evergreen Campaigns and click Add New.
The evergreen campaign wizard has 4 steps:
- Campaign Type - Define campaign details, frequency, and recipients
- Broadcasts - Choose which broadcasts to send
- Sending Nodes - Select SMTP servers for delivery
- Settings - Configure delivery options and tracking
Step 1: Campaign Type
Campaign Name
Enter a name for this evergreen campaign. This helps identify the campaign in reports and the campaign list.
Campaign Type
The campaign type is set to Evergreen for recurring campaigns.
Frequency
Choose how often the campaign should run:
| Frequency | Description |
|---|---|
| Yearly | Runs once per year on specified date |
| Monthly | Runs once per month on specified day |
| Weekly | Runs once per week on specified day |
| Daily | Runs once per day at specified time |
| Hourly | Runs every hour |
Schedule Configuration
Configure when the campaign starts and runs:
| Field | Description |
|---|---|
| Date | Start date for the campaign |
| Time | Time of day to run (for daily/weekly/monthly) |
| Day of week | Which day to run (for weekly frequency) |
| Day of month | Which day to run (for monthly frequency) |
RSS Integration
Toggle Schedule if RSS has new feed to send the campaign only when new content is detected in your RSS feed.
How It Works
When enabled, the evergreen campaign will:
- Check for new content - Before each scheduled run, the system compares the RSS feed's latest publication date with the campaign's last run time
- Skip if no updates - If no new content has been published since the last run, the campaign is skipped
- Send if new content found - If the feed has newer content, the campaign proceeds to send
This ensures subscribers only receive emails when there's actually new content to share, preventing unnecessary emails and improving engagement.
Configuration
| Field | Description |
|---|---|
| Schedule if RSS has new feed | Toggle to enable RSS-based triggering |
| Select Dynamic Content Tags | Choose which RSS-enabled Dynamic Content Tags to monitor |
You can select multiple Dynamic Content Tags. The campaign will run if any of the selected tags have new content.
RSS feed content is embedded into emails through Dynamic Content Tags. You must first create a Dynamic Content Tag with RSS integration, then use that tag (e.g., [[my-rss-feed]]) in your broadcast content.
See Dynamic Content Tags for complete RSS setup instructions.
RSS Campaign Workflow
1. Create Dynamic Content Tag with RSS feed
└── Configure feed URL and content template
2. Create Broadcast using the tag
└── Insert [[my-rss-tag]] in HTML body
3. Create Evergreen Campaign
└── Enable "Schedule if RSS has new feed"
└── Select the Dynamic Content Tag(s) to monitor
└── Set frequency (e.g., Daily at 9 AM)
4. System runs automatically
└── Checks for new RSS content
└── Sends only when new articles/posts found
RSS-triggered campaigns are ideal for:
- Blog update notifications
- News digests
- Podcast episode alerts
- Content syndication
- Product feed updates
Recipient Selection
Choose how to select recipients:
Contact Lists
Select Contact Lists to send to one or more lists.
| Feature | Description |
|---|---|
| Search | Search for lists by name |
| Show selected | Toggle to view only selected lists |
| Checkbox selection | Check multiple lists to include |
| Contact counts | Shows number of contacts in parentheses |
Segments
Select Segments to send to a dynamic segment.
| Feature | Description |
|---|---|
| Search | Search for segments by name |
| Radio selection | Select one segment |
| Contact counts | Shows number of matching contacts |
Target Audience Filters
Toggle Target audience filters to add additional filtering criteria within your selected lists or segment.
Click Continue to proceed to Step 2.
Step 2: Broadcasts
Select which broadcasts to send in this evergreen campaign.
Broadcast Selection
| Feature | Description |
|---|---|
| Search | Search for broadcasts by name |
| Show selected | Toggle to view only selected broadcasts |
| Select all | Check to select all broadcasts |
| Checkbox selection | Check multiple broadcasts to include |
Broadcasts are displayed in a hierarchical structure grouped by broadcast group.
Multiple Broadcast Rotation
When multiple broadcasts are selected:
- The system rotates through selected broadcasts
- Each run can use different broadcasts
- Rotation distributes content variation across runs
Click Continue to proceed to Step 3, or Back to return to Step 1.
Step 3: Sending Nodes
Select which SMTP servers (sending nodes) to use for delivery.
Sending Node Selection
| Feature | Description |
|---|---|
| Search | Search for sending nodes by name |
| Show selected | Toggle to view only selected nodes |
| Select all | Check to select all nodes |
| Checkbox selection | Check multiple nodes to include |
Sending nodes are displayed in a hierarchical structure grouped by SMTP group.
Sending Mode
Choose how emails are processed:
| Mode | Description |
|---|---|
| Batches (sends fast) | Process emails in batches for faster delivery |
| Loop | Process emails one at a time in a loop |
Sending Node Selection Pattern
Choose how nodes are selected during rotation:
| Pattern | Description |
|---|---|
| Sequential | Use nodes in order, one after another |
| Random | Randomly select nodes for each batch/email |
Click Continue to proceed to Step 4, or Back to return to Step 2.
Step 4: Settings
Configure delivery timing, tracking, and sender options.
Performance Settings
| Setting | Description |
|---|---|
| Threads | Number of parallel sending threads |
| Hourly speed | Toggle to limit emails per hour |
Tracking Options
| Option | Description | Default |
|---|---|---|
| Insert Unsubscribe Link | Add unsubscribe link to emails | Enabled |
| Track Opens | Monitor when recipients open emails | Enabled |
| Track Clicks | Monitor when recipients click links | Enabled |
Contact Handling
| Option | Description | Default |
|---|---|---|
| Skip duplicates | Send only once to duplicate emails across lists | Enabled |
| Skip unconfirmed | Don't send to unconfirmed contacts | Enabled |
Email Headers
| Option | Description | Default |
|---|---|---|
| Add List-Unsubscribe header | Include header for one-click unsubscribe | Disabled |
Sender Information
Choose how sender details are determined:
From Sending Node
Use the sender name and email configured in the selected SMTP sending node.
| Option | Description |
|---|---|
| Overwrite sender name | Toggle to override the node's sender name |
| Override subject line | Toggle to override the broadcast's subject |
Custom
Specify custom sender details:
| Field | Description |
|---|---|
| Sender Name | Display name for the sender |
| Sender Email | Email address (with domain dropdown) |
| Bounce Email | Email address for bounced messages |
| Reply-to Email | Email address for replies |
| Override subject line | Toggle to use a custom subject |
Send Test Preview
Test your campaign before activating:
- Enter an email address in the Email Address field
- Click the send button (arrow icon)
Sending a preview will not convert the variables e.g. first name, last name, web version or unsubscribe links, etc.
Submit Campaign
Click Submit to create the evergreen campaign, or Back to return to Step 3.
Managing Evergreen Campaigns
Enabling/Disabling
Toggle the Status switch in the campaigns list to enable or disable an evergreen campaign:
| Status | Description |
|---|---|
| Active (Green) | Campaign will run on schedule |
| Inactive | Campaign is paused, will not run |
Editing a Campaign
- Click the actions menu (three dots) next to a campaign
- Select Edit
- Modify settings through the 4-step wizard
- Save changes
Changes to active campaigns take effect on the next scheduled run. Currently running campaigns are not affected.
Deleting a Campaign
- Click the actions menu next to a campaign
- Select Delete
- Confirm deletion
Viewing Run History
Click the Total Runs number for any evergreen campaign to view its run history.
Run History Information
| Column | Description |
|---|---|
| Campaign Name | Name of the evergreen campaign |
| Start Time | When the run started |
| Status | Run status (Completed, Running, Failed) |
| Audience | Number of recipients for this run |
| Progress | Completion percentage |
| Actions | View detailed statistics |
Run Status
| Status | Description |
|---|---|
| Completed | Run finished successfully |
| Running | Currently sending |
| Queued | Scheduled, waiting to start |
| Failed | Encountered errors |
| Paused | Temporarily stopped |
Evergreen Statistics
Navigate to Statistics → Evergreen Stats to view detailed performance metrics.
Available Metrics
| Metric | Description |
|---|---|
| Total Runs | Number of times campaign has executed |
| Total Sent | Total emails sent across all runs |
| Open Rate | Percentage of emails opened |
| Click Rate | Percentage of clicks on links |
| Unsubscribe Rate | Percentage who unsubscribed |
| Bounce Rate | Percentage of bounced emails |
Per-Run Statistics
View statistics for individual runs:
- Sent count
- Delivered count
- Opens (total and unique)
- Clicks (total and unique)
- Bounces
- Unsubscribes
- Complaints
Best Practices
Frequency Selection
- Daily - Use for time-sensitive content (news, deals)
- Weekly - Best for regular newsletters and updates
- Monthly - Use for summaries, reports, product updates
- RSS-triggered - Ideal for content-driven campaigns
Content Strategy
- Varied content - Use multiple broadcasts for rotation
- Evergreen content - Ensure content remains relevant over time
- Personalization - Use merge tags for dynamic content
- Clear expectations - Tell subscribers what to expect
Performance Optimization
- Monitor open rates - Adjust timing if engagement drops
- Review run history - Identify patterns in performance
- Test send times - Find optimal times for your audience
- Clean lists regularly - Remove inactive subscribers
Troubleshooting
Campaign Not Running
Possible causes:
- Campaign status is inactive
- No sending nodes selected
- Selected nodes are offline
- No contacts in selected lists/segment
Solutions:
- Verify status toggle is active (green)
- Check sending node configuration
- Verify contact counts in lists
- Review run history for errors
RSS Not Detecting New Content
Possible causes:
- Invalid RSS feed URL
- Feed not updated
- Feed format not supported
Solutions:
- Verify RSS URL is accessible
- Check feed has recent items
- Ensure feed is valid XML/RSS format
Inconsistent Send Times
Possible causes:
- Server time zone differences
- Queue processing delays
- High server load
Solutions:
- Verify server time zone settings
- Check queue worker status
- Review server performance
Duplicate Emails Sent
Possible causes:
- "Skip duplicates" is disabled
- Contact exists in multiple selected lists
Solutions:
- Enable "Skip duplicates" in Step 4 settings
- Review list overlap
Next Steps
- Broadcasts - Create email content for evergreen campaigns
- Dynamic Content Tags - Set up RSS feeds and conditional content
- Scheduling Campaigns - One-time campaign scheduling
- Drip Campaigns - Event-triggered sequences