# Creating an Email Strategy

Use this guide to set up a new email strategy, from basic configuration through sending and reporting.

## Basic Settings

- **Name** — Descriptive name for the strategy
- **Subject Line** — Email subject (can include personalization variables)
- **From Name** — Sender display name
- **From Email** — Sender email address (must match one of your verified sending domains)
- **Reply-To** — Where replies are directed

## Instructions

Use the instructions field to define how the AI should write emails for this strategy:

- **Purpose** — What the email campaign is about
- **Tone** — Professional, friendly, urgent, etc.
- **Key Messages** — Points the email should convey
- **Call to Action** — What you want recipients to do
- **Personalization** — How to use contact data for personalization

The AI uses these instructions together with each recipient's CRM data to generate personalized emails.

## Tools

Enable the tools the strategy should be allowed to use:

- **Web Search** — Research contacts or companies before writing
- **Knowledge Base** — Reference your uploaded documents
- **Contact Lookup** — Access CRM data for personalization

## List Settings

Configure which contacts should receive emails:

1. Go to the strategy's **List Settings** page
2. Select the target list(s)
3. Configure exclusion rules (e.g., skip contacts who already replied)
4. Set send limits and scheduling

## Sending Emails

Emails can be sent via:

- **Manual Send** — Trigger a send from the strategy page
- **Orchestration** — Include the email strategy as a step in a workflow
- **Scheduled** — Configure automatic sending on a schedule

## Viewing Sent Emails

After sending, review results from the strategy's **Emails** tab. Each record can show:

- Recipient
- Subject and preview
- Delivery status (sent, delivered, opened, clicked, bounced)
- Timestamps

See [Reports](/help/reports/sent-mail) for detailed email analytics.

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