Appearance
Creating an email campaign
Open Marketing from the left-hand menu, then select + Create Campaign to open the wizard. The steps down the left show where you're up to, and from the template step onwards a Live preview on the right updates as you go. Your campaign saves itself as a draft while you work — look for Saved just now at the top, beside Save as draft.
If a step still needs something, Next stays greyed out and a short red note beside it says what's missing — for example Add a campaign name to continue.
Steps
Choose how to build it. Pick one of three starting points — you can edit everything afterwards:
- Sales Template — ready-made designs for sale announcements, catalogues and results, filled in with your sale's details.
- Build with AI — describe what you want, optionally pick a tone or attach a reference image, and Frisbee writes the copy and layout.
- Custom Builder — start from a blank email and add your own text, photos and buttons.
Choose a template, let AI draft it, or build it yourself. Pick the sale event. For a template (and optionally for AI), choose the sale the email is about. Sales are grouped into Ongoing, Upcoming and Past, and each card shows the date, name, location and number of lots. Frisbee pulls in that sale's lots, dates and photos. A Custom Builder email skips this step.
Choose the sale — its lots, dates and photos come with it. Pick a template. Each card shows a small preview of the design, already filled in with your sale. Under For this sale you'll find Save the Date, Countdown Invite, Catalogue Launch and Editorial Catalogue; the post-sale designs, Buyer Thank-you and Results Broadcast, wait under Other templates. Once a sale has finished they swap places, and the post-sale designs come first under After sale. Select one to see it in the preview.
Each card previews the design with your sale's details. Choose a style. Pick the look that suits your farm — Modern (clean uppercase headings, the classic Frisbee look), Classic (a heritage serif), Editorial (magazine-style headlines) or Bold (big, auction-poster lettering). The content stays the same; only the fonts and headings change.
Same email, four looks. Write your email. This step gives the editor the whole screen: the step list shrinks to numbers down the side, and there's no separate preview because you're editing the email itself.
At the top, under What recipients see in their inbox, check the Campaign name (for your records) and Subject line — both required, and filled in for you when you start from a template — and add an optional Preview text, the line shown after the subject in most inboxes.
Below that, the email is made of blocks you can edit, move and remove:
- Select any block in the email to change its words, photo or link.
- Drag a block in from the left, or select + beside it. Most used has Text, Photo (upload one, or paste an image link), Button, Banner and Heading; More blocks adds links, a header or footer, a greeting, callouts, quotes, event details, stats, results, animals, videos, stories, key dates, social links, lines and spacing.
- Ready-made sections drops in a whole designed section, such as a sale lot or an event invite.
- Email design sets the width, background and font. Switch between Desktop and Mobile to check both, and use the undo and redo arrows if you change your mind.
Your logo, contact details and unsubscribe link are added automatically, and Hi there, becomes each person's own first name when it sends.
Check what shows in the inbox, then drag in blocks and edit the email directly. Choose recipients and when to send. Under Send to, pick All Active Clients, or Pick client groups to send only to clients with the tags you choose — Frisbee shows how many people that is. If the email is linked to a private sale, you can also pick This sale's audience — see Choosing who a private sale is for. Under When, choose Send now, or Schedule to pick a date and time in your own time zone. When you're happy, select Send campaign (or Schedule send).
Choose who receives the email and when, then select Send campaign.
Give it the whole screen
Select Fullscreen editor at the top to hide Frisbee's menus and work on the campaign full screen, with a zoomable preview of the email. Press Esc to come back.
Check it before it goes out
When you select Send campaign, Frisbee asks you to confirm. The window names the campaign, how many people it's going to, the address it comes From and its Subject.
Under Before you send, it also flags anything worth a second look:
- there's no Preview text, so inboxes will show the first words of the email instead;
- you haven't sent yourself a test of this email yet;
- the email is so large that Gmail would cut it off and hide the unsubscribe link — remove a block or two.
These are reminders, not roadblocks: select Send now (or Schedule) to go ahead, or Cancel to go back and fix them. Emails can't be recalled once they're sent. If some of your newest clients are still being set up to receive email, Frisbee says so and holds the send — wait a few minutes and try again.
Send yourself a test first
Before the real send, select Send test at the bottom of any step. Your own email address is filled in; add others separated by commas — up to 10, such as your team's — check the Subject, and select Send test. The test arrives exactly as your clients will see it.
Starting from a blank email
Choose Custom Builder on the first step and you go straight to Write your email with an empty email — just a greeting, your header and footer. Give it a Campaign name and Subject line, then add blocks the same way as above. There's no sale or template step, so it's the quickest route for a newsletter or a farm update.
Save as draft any time
Select Save as draft to keep working later. Your draft appears under the Draft tab on the Marketing page, where you can open it with Edit to carry on.
What happens after you send
- A scheduled campaign waits under the Scheduled tab until its send time. Select Update send time to change it.
- Once it goes out, the campaign moves to Sent, and its Unique Opens and Unique Clicks start to fill in.
- To send something similar again, open any campaign's ⋮ menu and choose Duplicate. You get a new draft with the same content, opened at Write your email so you can change it before you send. The same menu has Delete, and Edit for drafts.
See how a campaign did
Select a sent campaign's name on the Marketing page to open its results. At the top you'll see the Subject line, when it was Sent (in your time zone) and who it was Sent to — all active clients, the client groups you picked, or a sale's audience. Duplicate campaign makes a copy to reuse.
Below that:
- Open rate, Click rate, Bounce rate and Unsubscribe rate, each with the number of people behind it.
- Totals — how many emails were sent and delivered, and how many people opened or clicked.
- Click Tracking — which links in the email were clicked, and how often.
- Recipient Activity — who opened or clicked, and when. Use Clicks, Opens, Delivered or Bounces to narrow it down.
Results are only available once a campaign has been sent. The figures come from the email service that delivers your campaigns. If it doesn't answer, Frisbee says so, with a Retry button or a dash in place of any figure it couldn't get, rather than showing a misleading zero.