Running an event series safely

The worked example: running a webinar or open-house series without tripping the sending rules. The safe pattern, and the tempting mistakes.

An invitation, a reminder and a last call to the same audience is the single most common thing agents get wrong, because the obvious approach, three campaigns, is the one the daily cap punishes.

#The safe pattern

  1. 1

    Create one campaign.

    Name it for the event, "Webinar Series, July 2026".

  2. 2

    Add the whole series as steps with delays.

    Day 0 invitation, day 2 reminder, day 4 last chance or replay.

  3. 3

    Select your audience once.

    On this one campaign. If it is a new list, send to a small part of it first.

  4. 4

    Read the pre-flight card and check anyone flagged In another campaign.

    Check how many will actually receive it. Remember the daily cap counts across all your campaigns.

  5. 5

    If the overlap pop-up appears, choose Enroll in both, Move here or Skip for those contacts.

    See Contacts in more than one campaign.

  6. 6

    Click Start and watch the card change from Sending to Campaign finished.

  7. 7

    Watch the Analytics tab once sends begin.

For a fixed date, anchor to it

If the event has a set date, use event-based timing so each step is defined relative to the event, 7 days before, 1 day before, on the day. Late joiners then get the right emails automatically.

#What not to do

TemptingWhat actually happens
Separate campaigns for one event, "Webinar Session 3" and "Webinar Session 4" to the same 9,000 contactsBoth now send, and their steps compete for the same two daily slots, so some are skipped permanently
Stacking steps a few hours apartThe daily cap skips the third permanently, it is not delayed
Pausing and rapidly restarting a large campaignRisks bounce halts and needless churn
Retrying a failed campaign by copying the audience into a new one and leaving Enroll in both selectedContacts end up in both campaigns. Use Move here, or clean the list and resume the original
Sending a brand-new list in one goUnknown bad addresses can trigger an auto-pause. Send to a small part first
The rules do not queue your email, they drop it

This is what makes the mistake expensive. A blocked step is skipped permanently and the sequence carries on. You do not find out from a failure; you find out from silence.

#Same pattern, other jobs

JobBuild
Open houseOne campaign: announcement, reminder the day before, follow-up after
New listingOne campaign: the listing, then a price or status update
Seasonal market reportOne campaign anchored to the publication date

Last updated 30 October 2026