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Globals

Global settings are your account-wide defaults for messaging, attachments, and sending schedule. Every new campaign inherits them automatically, and any campaign can override them individually without affecting the others.

Content Guidelines​

These fields define how your emails are written by default, whenever a campaign doesn't set its own.

  • Goal — what you want the email to achieve (e.g. book a call, get a reply, drive a signup).
  • Tone — the voice used in your emails. Choose from Professional, Professional but friendly, Enthusiastic, Concise, Formal, Casual, or Custom.
  • Value Proposition — the core pitch: why the recipient should care.
  • Email Length — Short (~40 words), Medium (~80 words), or Long (~160 words). This is a steer, not a hard limit.
  • Call to Action — the specific ask at the end of the email.
  • Writing Guidelines — style rules to follow (e.g. avoid jargon, no exclamation marks).
  • Additional Notes — anything else worth factoring in that doesn't fit the fields above.

Click Save to apply changes. These become the default for every campaign that has global content guidelines turned on — a campaign can still set its own goal, tone, or length instead, without affecting any other campaign.

Attachments​

Files uploaded here are included by default in every campaign's outgoing emails.

  • Click or drag a file to upload. Supported formats: PDF, DOCX, TXT, CSV, JPG, PNG, GIF, WebP, SVG — up to 5MB per file.
  • Uploaded files are listed with a running count (0 files total when empty).

Any individual campaign can choose not to include global attachments, so adding a file here won't force it onto a campaign that's opted out.

Sending Calendar​

Controls which days emails are allowed to go out, account-wide by default.

  • Timezone selector — sets the timezone your sending schedule is evaluated against; the current local time in that zone is shown for reference.
  • Sending Days — pick Every day, Weekdays only, All paused, or check individual days (Mon–Sun) to customize.

If today is an unchecked day, sending is paused — queued emails aren't lost or cancelled, they simply wait and go out automatically once an allowed day arrives. The panel shows this at a glance (e.g. "Sending is paused today — resumes tomorrow").

As with the other global settings, individual campaigns can override the sending calendar with their own schedule instead of inheriting this one.

How overrides work​

Every campaign starts by inheriting all three global settings. On a per-campaign basis, you can turn off inheritance for:

  • Content guidelines — to write custom goal, tone, value prop, etc. for that campaign only.
  • Attachments — to exclude global attachments or use different ones.
  • Sending calendar — to run that campaign on its own timezone and days.

Changing a global setting doesn't retroactively touch emails a campaign has already generated — for content changes to apply, you'd need to regenerate. Attachment resolution works differently: it's baked in at the moment an email is generated, sent, or scheduled, not read fresh each time.