Prerequisites
Before getting started, ensure you have:
Required Permissions:
Campaigns are available to users with the following permissions:
Marketing
Marketing Analyst
Operator
Owner
Complete your Email / Domain Settings before creating Email Campaigns.
How to Create an Email Campaign
Navigate to Marketing > Campaigns
Click Create Campaign
On the Channels screen, select Email
Click Continue
Review the Campaign Info and Recipients sections
(See related documentation for more details.)
How to Configure Email Content
Sender Info
Open the Sender Info tab
Enter a Subject Line (required)
This is what customers will see in their inbox
For subject line best practices, see Subject Line Tips
Add the following:
Sender Name (your company name)
Sender Email Address
⚠️ If left blank, AIQ will default to the email listed in your account settings.
Note: Both Sender Name and Sender Email Address will be overwritten if this campaign is used within a Co-Marketing template.
Content
Click the Content tab
Build and customize your email using the email editor
(See our email content documentation for full guidance.)
Common Actions
Save as Template (Optional)
To reuse an email design in the future:
Enter a name for the email design
Click the clipboard icon next to the design name
The email will be saved as a template for future campaigns
Preview & Test
Before sending:
Click Preview & Test in the upper right corner
Enter one or more test email addresses
Click Send Test
Review & Send
Continue to the Review step
Choose whether to:
Save as Draft
Submit for approval (if required)
Send immediately
See Campaign Builder for approval permissions and sending rules.
Troubleshooting
Issue: “{{emailOptOutURL}} macro is required”
Solution:
You must include an unsubscribe link at the bottom of every email. AIQ adds this automatically, but it may have been removed.
To restore it:
Click the Personalization button
Locate the {{emailOptOutURL}} macro
Paste it into your email template as a link, for example:
<a href="{{emailOptOutURL}}">Unsubscribe</a>FAQ
What’s the difference between a hard bounce vs. a soft bounce?
Bounces happen when an email cannot be delivered.
Hard Bounce (Permanent)
A hard bounce means the email will never be delivered. Common causes include:
Invalid or misspelled email address
Domain does not exist
Recipient server has blocked the address
Soft Bounce (Temporary)
A soft bounce means delivery failed temporarily, but may succeed later. Common causes include:
Recipient inbox is full
Email server is down or overloaded
Message exceeds size limits
Temporary spam filtering
What can AIQ do about bounced emails?
AIQ includes a setting to automatically manage hard bounces:
Navigate to Settings > Company Account > Account Info
Enable automatic email opt outs for hard bounces
This removes hard-bounced addresses from your list to protect sender reputation.
Note: AIQ does not currently provide a list of soft bounces. If soft bounces persist, you may need to remove the address manually.
My email open rate fluctuates year over year — is that normal?
Yes. Open rate fluctuations of a few percentage points are completely normal. Changes in subscriber behavior, inbox algorithms, industry trends, and campaign strategy all contribute.
Focus on long-term trends, campaign quality, and list health rather than small variations.
Can I change Preview Text (Preheader Text)?
Yes. In the email builder:
Go to Body > Email Settings
Edit the Preheader Text
This is the text that appears next to the subject line in most inboxes.
Need Help?
If you need assistance, reach out to AIQ Support anytime through the chat widget in your AIQ Dashboard.