
Turning it on and who can use it
Settings → Modules → Emails & Notifications → Enable Email Campaign Module. The same page holds the Default Newsletter Widget UUID used by signup widgets.
The list of campaigns follows the same lines: each person sees only the campaigns they are allowed to work on.
The module adds a COMMUNICATION sidebar section: Email campaigns
(chapter communication managers and up), Campaign templates,
Newsletter subscription (organization-wide communication managers),
Lists & Segments (also open to organization HR managers and to chapter
communication managers and admins), and Email Log (organization-wide
communication managers).
Auto-subscribe to newsletter on the same settings page is offered only to
organizations in the United States. When it is on, people who submit a form,
donate or register for an event are subscribed automatically and shown a
notice, instead of being given an opt-in checkbox.
Building a campaign
Three steps: Configuration, Design content, Preview & send.1
Fill in the campaign details
Campaign title is internal, Email subject is what recipients see.
Sender name defaults to your organization’s short name and Reply-to
email to its contact email; override either per campaign. The reply-to must
be a real email address, or the save is refused.
2
Choose the audience and a template
Pick a recipient option below (its recipient count appears next to it), the
chapter it belongs to when your organization uses local centers, and the
email type, then start from Blank or from a saved template.
3
Design, test, send
Build it in the editor, check it with
Send test to your email against your own data, then Send or use the
Schedule tab.

Audiences
A member is included when the account has an email address and newsletter email
is on in their notification settings; a contact when it has an email address and
is marked newsletter subscribed. The database-wide audiences also require the
account to be active. A manual list does not: it sends to the people in it,
inactive included, and drops only accounts that were merged away or deleted.
Addresses that cannot receive mail are skipped automatically: permanent bounces
and spam complaints put the address on a block list that is checked before every
send, and a spam complaint also unsubscribes that person from your newsletters.
A member or contact in that state carries an Emails not delivered tag on
their profile. Only Orgo staff can lift it.
New members inherit the Newsletter Notifications default from Settings →
Modules → Emails & Notifications at the moment their account is created.
Changing that default later does not touch anyone who already exists.
Email type
Every campaign is either Marketing or Informational.- Marketing (the default) is sent only to people subscribed to the newsletter.
- Informational is sent to everyone the audience selects, whether or not they are subscribed. Use it only for essential notices such as a change of venue or a legal notice, not for promotion. The recipient count updates when you switch.
Who a campaign can reach
Reach for lists and newsletters flows down the chapter tree and nowhere else. A campaign that belongs to a chapter goes to the people of that chapter, and the only way it widens is the Include sub-chapters switch, which adds the chapters below it. The switch appears only for a chapter that has sub-chapters. Which chapters a sender may choose from depends on the scope of the permission they hold, and the two scopes behave differently:- A chapter-scope permission starts at the sender’s own chapter. It never reaches the chapter above or a sibling chapter.
- A regional (parent chapter) permission starts at the sender’s anchor chapter instead, and for an ordinary chapter the anchor is the chapter directly above it. Because reach then runs down from the anchor, it covers the sibling chapters under that same parent. That is the intended effect of a regional grant, not an accident: see what a parent-scope permission reaches.
The chapter is chosen in the Local center dropdown under the audience. Its
rules apply to every audience option, lists and groups included, so a chapter
campaign sent to a list still reaches only the list members who belong to that
chapter, or to its sub-chapters when the switch is on. When a chapter sender
picks a list that belongs to a chapter, the campaign takes that chapter and
scope. A chapter sender cannot use a list that belongs to a chapter outside
their reach, and the API refuses the save with a reason shown in the toast.
The rules are checked again when a scheduled campaign is due. If its list was
deleted, or its owner no longer manages its chapter, the campaign is marked
Failed and does not go out.
Two ways to reuse a campaign:
- Follow up with non-openers (count in the button) creates a draft named “Follow-up: …” locked to people who received the original but never opened it, minus anyone who bounced, complained, or unsubscribed. The set is recalculated at send time, so late openers drop out; if nobody is left, Orgo refuses both the copy and the send.
- Duplicate campaign creates a draft named “Copy …” keeping the content, the subject, and the audience.
Sending and scheduling
Picking a date and time
The Schedule tab on a draft campaign and the Schedule dialog in the content editor’s side menu are the same form and follow the same rules.- Today is the earliest date you can pick. A campaign written this morning can go out this afternoon. The fields open on tomorrow at 09:00 as a default, so change the date if you want it to leave today.
- The time picker steps in 15 minutes, which is the boundary a schedule has to land on.
- Anything less than 2 minutes away is refused: the form shows “Scheduled time must be at least 2 minutes in the future” and keeps the confirm button disabled. The same check runs again on the server.
- The timezone dropdown decides what the clock time means. The date and time you type are read in that timezone, so 09:00 in Europe/Bucharest leaves at 09:00 in Bucharest wherever you happen to be sitting. It defaults to your own timezone, or the organization’s if your profile has none.
- Rescheduling follows the same rules and is possible only while the campaign is Scheduled. Removing a schedule puts the campaign back to Draft. Once a campaign is Sending, it can no longer be rescheduled.
- In the campaign list, hovering a Scheduled status shows when it will go out (on a phone the date sits beside the status), and opening a scheduled campaign lands on its Schedule tab.
The 2-minute check inside the form is measured against your device clock rather
than against the timezone you selected. Scheduling same-day into a timezone
several hours from your own can make the two disagree, so the warning appears on
a time that is genuinely fine, or a time the form accepted is refused on save.
Push the send a few hours out, or schedule in your own timezone, and it does not
arise.
Reporting
The Report tab shows Sent, Opened, Clicks, Bounce, and Unsubscribed, the campaign details (subject, sender, audience, author, sent date, plus reply-to and the public URL when those are set), and Top links with click counts per URL. Export CSV gives one row per recipient, with their name and email and then one column per action (Delivered, Opened, Clicked, Bounced, Complained, Unsubscribed, Rejected, Failed), each marked “Yes” when that action was recorded for them.
- Sent counts distinct recipients with a delivered or bounced event, so it reflects what actually left the platform.
- Opened and Clicks are unique per recipient, not per event. Open tracking needs the mail client to load images, so real opens are undercounted.
- Results are cached, refreshed when older than five minutes or when a newer delivery event arrives, and frozen 30 days after the last event. Refresh re-reads them on a sent campaign.
- Values are capped so sent never exceeds the recipient count and opens and clicks never exceed sent, so a figure can differ slightly from a raw event count.
Unsubscribes and public links
Every campaign email carries one-click unsubscribe headers, so a member can opt out from their mail client without opening it. If your design has no unsubscribe placeholder, Orgo appends an unsubscribe link (and, for members, a link to their notification preferences) to the footer before sending. The footer link opens an unsubscribe page that works without signing in. It offers two buttons, Unsubscribe Email Newsletter and Unsubscribe ALL email notification, and nothing changes until one is pressed. Afterwards the page shows a success message and a link to log in (or to the dashboard, for someone already signed in).- A member who unsubscribes from the newsletter stops receiving campaigns on every Orgo account that uses the same email address, in every organization. The other button also switches off all their notification emails.
- Someone who is not a member, such as a contact who joined through a signup widget or a form, only ever receives campaigns, so both buttons do the same thing for them: they are marked as no longer subscribed.
- The unsubscribe is counted against the campaign the link came from. It adds to that campaign’s Unsubscribed figure and appears in its View recipients list.
- The link works once. Opening it again shows an error, which is harmless because the person is already unsubscribed.
/newsletter-gallery), the in-app archive where
members see sent campaigns addressed to them or to everyone. Recipients also get
a View in browser link in the email. It always opens in the web browser, even
for someone who has the Orgo or your branded app installed, and the page shows
the email at its desktop width with columns side by side.
Common questions
The recipient count changed between saving and sending
The recipient count changed between saving and sending
The count is a live preview; the stored number is recalculated when you
press Send, so people who joined, left, or unsubscribed in between are
reflected.
A member says they never received it
A member says they never received it
Check the account is active, has an email address, has newsletter email on
in their notification settings (unless the campaign is Informational),
and fell inside the audience, including the chapter the campaign belongs to.
Then check whether the profile carries an Emails not delivered tag, and
read the email log and the CSV export, which
record bounces and rejections per recipient.
Sending an email about one event
Sending an email about one event
Use Event attendees, or start from the event with Send email for
participants, which files the campaign under the event’s own messages list
and unlocks the event placeholders.
Related
- Newsletter builder for the editor, placeholders, and templates
- Signup widgets for collecting subscribers from your website
- Notifications for the automatic messages members get
- User lists for building reusable audiences
- Contacts for non-member recipients
- Communication analytics for newsletter and discussion totals over time

