Skip to main content

​
Overview

This page explains how to send emails using the three email sending methods provided by Spread. Before sending emails, make sure to review the email sending method that matches your purpose.

​
What to check before sending

Before sending emails through Spread, review the following points carefully.
  • Emails are only meaningful if they reach the recipient’s inbox. Spread is designed with delivery reliability as the top priority, and therefore uses a low HTML/CSS-based email format.
  • Do not send cold emails to recipients who have not given consent. Sending bulk cold emails may lead to legal issues and can damage your domain reputation, making future email delivery difficult.
  • Large lists that have not been emailed for a long time require prior management. If you are sending emails to thousands or tens of thousands of subscribers after a long period, list warm-up and list cleaning are strongly recommended. For more details, refer to Managing lists safely.
  • Avoid unnecessary styling. Spread applies minimal styling to reduce the likelihood of emails being classified as spam or promotions by major email services such as Gmail and Naver Mail.
  • Be cautious when using keywords sensitive to spam filters. Words such as “free,” “discount,” “special,” and “offer” should only be used when necessary and minimized in general emails.

​
How to send an One-off Campaign

​
Step 1. Create a new campaign

From the left sidebar of the Spread app, click One-off Campaigns, then click the + New campaign button at the top to create a new campaign.
Make campaign

​
Step 2. Write the campaign

Click the Compose tab at the top of the created campaign to write the one-off campaign.
Campaign
When writing a campaign, fill in the following fields.
  • Sender
    • From: Set the sender email address used to send the campaign.
    • Name: Enter the sender name displayed to recipients.
    • Reply to: Set the email address that will receive replies.
  • Recipients
    • List: Select the list that contains the leads who will receive the email.
    • If no list exists yet, you must create a list before sending a campaign.
  • Send at
    • Now: Send the campaign immediately.
    • Later: Send the campaign at the specified date and time.
  • Subject
    • Enter the email subject displayed to recipients.
  • Preview text
    • A short line displayed after the subject in the recipient’s inbox.
      You can summarize the email or highlight key topics or benefits.
    • If left empty, part of the email body will be displayed instead.

​
Writing the email body

Spread provides an editor that allows you to write emails similarly to writing in Notion.
  • You can apply various text styles using the toolbar at the top of the editor, such as headings, bullet lists, and numbered lists.
  • You can also type / in the editor to access text styling, button, and image options.
  • Images can be added, resized, and repositioned.
  • You can add Call-to-Action (CTA) elements using the Button feature.
    • If buttons or links are included, you can review email opens and link clicks after sending in Email Metrics.
You can also use the Campaign Assistant on the right to get AI assistance when writing or improving the subject or body.
By using Variables (mail merge variables), you can insert recipient or company information into emails for personalization. Even when sending the same content, recipient names, company names, and job titles are automatically applied to deliver more natural and tailored messages.Variables can be used anywhere in the email subject and body, and are automatically replaced based on each lead’s information at send time.Below is a list of the main Variables provided by Spread.
  • {{full_name}}: Recipient’s full name
  • {{first_name}}: Recipient’s first name
  • {{last_name}}: Recipient’s last name
  • {{title}}: Recipient’s job title
  • {{email}}: Recipient’s email address
  • {{phone}}: Recipient’s phone number
  • {{organization}}: Company name
  • {{domain}}: Company website URL
  • {{number_of_contacts}}: Number of contacts registered for the company
  • {{sender_name}}: Sender’s name
  • {{sender_email}}: Sender’s email address
When used properly, variables allow bulk emails to be delivered as naturally as 1:1 emails.
Spread recommends including a footer in all emails. Footer content can be configured per campaign, and the default footer includes the following.
  • The reason the recipient is receiving the email
  • Company name
  • Company address
  • An unsubscribe button that allows recipients to opt out directly
Refer to the example below. 
You received this email because you agreed to receive emails from Spread.
Spread & Relate | 548 Market St. 42341 San Francisco, CA 94104 | we@relate.so
[[Unsubscribe]]
As shown above, the unsubscribe link can be configured per campaign. Any text wrapped in double brackets, such as [[enter text here]], is recognized as an unsubscribe link.
Unsubscribe links are not available in test sends, but function normally in actual sends.

​
Removing branding

The Powered by Spread footer can only be removed on paid plans.
You can change your plan by clicking Workspace settings in the Spread app.
For more information, please contact us at we@spread.so.

​
Step 3. Send the campaign

  • Click Send in the top-right corner to send the campaign based on the configured send time.
  • Click the adjacent Test send button to send a test email to the email address of a workspace member. Use this to review content and layout before sending the campaign to actual leads.
Test send

In the Automations tab at the top of an one-off campaign, you can configure leads to be automatically added to a new destination list based on their email responses and status. This allows you to connect the post-campaign lead flow naturally to the next step.For detailed automation usage, refer to the Spread | Emma features guide.

​
How to send a Triggered Campaign

​
Step 1. Create a new triggered campaign

From the left sidebar of the Spread app, click Triggered Campaigns, then click the + New triggered campaign button at the top to create a new triggered campaign.
Create triggered campaign

​
Step 2. Write the triggered campaign email

Click the Compose tab at the top of the created triggered campaign to write the email.
Triggered campaign
When writing a triggered campaign, fill in the following fields.
  • Sender
    • From: Set the sender email address used to send the email.
    • Name: Enter the sender name displayed to recipients.
    • Reply to: Set the email address that will receive replies.
  • Subject
    • Enter the email subject displayed to recipients.
  • Preview text
    • A short line displayed after the subject in the recipient’s inbox. You can summarize the email or highlight key topics or benefits.
    • If left empty, part of the email body will be displayed instead.
Unlike One-off Campaigns, Triggered Campaigns are sent based on the source list, so you do not set recipients or send time here. This is explained in Step 3.
Writing the email body, configuring the footer, and removing branding work the same as described in the One-off Campaign sending section above.

​
Step 3. Connect the source list

A triggered campaign starts sending based on the moment a lead is added to the source lists.
Triggered campaign start
Select the Source lists tab at the top, then click the + Connect a list button to connect the list that will trigger this triggered campaign.
Triggered campaign list
  • List: Select the list that will be used as the starting point for starting automation.
  • Filter (optional): Configure the triggered campaign to run only for leads that match specific field values (name, email, etc.) within the list.
  • Delay (Send timing): Send immediately after a lead is added, or send after a set delay (minutes, hours, or days).
When a lead is added to the connected source list, the lead will receive the triggered campaign automatically based on the configured conditions.
Triggered campaign start
You can connect multiple source lists to a single triggered campaign.
For example, you can start the same triggered campaign for leads coming in through different paths, such as a list for website signups and a list for leads who submitted a specific form. Using the Allow duplicate sends option at the bottom, you can configure whether to send the triggered campaign again when the same lead meets multiple source list conditions. If this option is disabled, each lead receives the same triggered campaign only once.

​
Step 4. Publish the triggered campaign

  • Click Activate in the top-right corner. After activation, each time a lead is added to the source list, the triggered campaign will be sent automatically based on the configured timing.
  • Click Stop to pause the automation.
  • Using Test send works the same as the campaign test send described above.

​
Step 5. Review the automation flow

In the Automations tab at the top, you can review the flow of the triggered campaign visually. With Spread | Emma, you can automatically connect the next sending flow based on email responses. For example, if a lead’s link clicks exceed a certain threshold, the lead is automatically moved to a pre-configured destination list, and that destination list can then be connected as the starting point for another triggered campaign or sequence. For more details, refer to the Spread | Emma features.

​
How to send Sequences

​
Step 1. Create a new sequence

From the left sidebar of the Spread app, select Sequences, then click the + New sequence button at the top to create a new sequence.
Make sequence

​
Step 2. Write each step in the sequence

Add sequence
In the Steps tab at the top of the created sequence, click the + Add step button to write each step of the sequence.
Add stage
In the window above, configure the following items.
  • Sender account: Select the connected email account that will actually send the sequence. This account determines the mailbox used for delivery and reply handling.
  • Send email as: Set the email address that will appear in the From field for this step. You can use an alias address (e.g. support@yourdomain.com) to control how the sender is displayed to recipients.
  • Subject and body: Write the email content to be sent for this step. The editor toolbar works the same as described in the One-off Campaigns writing section above.
  • Delay (Send timing): Set the interval so the sequence is sent a certain number of minutes, hours, or days after the previous step.
Sequences are sent in order based on the configured sequence and intervals.
Starting from the second step of sequence, if you leave the email subject empty, the email is sent automatically as a reply to the previous email. In this case, the subject is set in the Re: format so the emails continue in a single thread.
Sequence
As shown in the screenshot above,
  • You can send the first email 10 minutes after a lead is added to the sequence,
  • send the second follow-up email 1 day later, and
  • send the final reminder email 3 days later.
If a reply is received, sending for subsequent steps stops automatically.

​
Step 3. Configure recipients

In the Recipients tab at the top, click the + Add from contacts button to add individual leads who will receive the sequence.

​
Step 4. Review the automation flow

In the Automations tab at the top, you can review the flow of the configured sequence visually.
The structure and review method are the same as described for Triggered Campaigns above.