Create and Schedule Email Campaigns with Moby
Moby transforms how you create and send email campaigns by combining AI-powered content generation with direct Klaviyo integration. Define your audience, describe your message, and let Moby handle the rest—from segment creation to campaign scheduling—all without leaving Triple Whale.
What You Can Do
Create Email Content: Describe what you want to communicate, and Moby generates professional email content tailored to your brand and audience.
Define Target Audiences: Tell Moby who you want to reach, and it automatically creates the perfect Klaviyo segment based on your criteria.
Save Drafts to Klaviyo: Export your email and segment to Klaviyo for further refinement and manual sending.
Send Immediately: Launch your campaign directly from the chat when you're ready to go live.
Schedule for Later: Pick the perfect date and time to reach your audience when they're most engaged.
Getting Started
Step 1: Define Your Email Content
Open Moby chat at triplewhale.com/chat and describe the email you want to create. Be specific about your message, tone, and any promotions or offers you want to highlight.
Example prompts:
"Create a promotional email announcing our 30% off summer sale"
"Write a re-engagement email for customers who haven't purchased in 90 days"
"Draft a product launch email for our new skincare line with an exclusive early access offer"
Step 2: Specify Your Target Audience
Tell Moby who should receive this email.
By default, Moby responds to your prompt by defining the segment. You can describe your audience using customer behaviors, purchase history, engagement levels, or any custom criteria.
Example targeting prompts:
“Target VIP customers who have spent over $500 in the last year.”
“Send to customers who viewed products but didn’t purchase in the last 30 days.”
“Target subscribers who joined in the last two weeks and haven’t made their first purchase.”
After the email has been generated, you can either confirm the segment you want to use or choose a target audience from your available segments in Klaviyo.
Step 3: Review Generated Content
Moby will generate your email content and create a matching segment in Klaviyo based on your targeting criteria. Review both before proceeding.
💡 Pro Tip: Ask Moby to refine specific elements: "Make the subject line more urgent" or "Add a countdown timer mention to the body."
Configure Campaign Settings
Before sending or saving your campaign, configure the following settings:
Campaign Configuration Options
Setting | Description |
Campaign Name | Internal name for your campaign. Use a descriptive name for easy identification in Klaviyo. |
Subject Line | The email subject your recipients will see. Keep it compelling and under 50 characters for best results. |
Preview Text | The preview snippet shown after the subject line in email clients. Supports the subject and entices opens. |
From Name | The sender name recipients will see (e.g., "Your Brand" or "Sarah from Your Brand"). |
From Email | The email address the campaign will be sent from. Must be a verified sending domain in Klaviyo. |
Campaign Type | Promotional: Marketing emails (sales, announcements). Transactional: Order-related emails that bypass unsubscribes. |
Target Audience | The Klaviyo segment Moby created based on your targeting criteria. You can select an existing segment or use the new one. |
Smart Sending | Enable Klaviyo Smart Sending to prevent recipients from receiving too many emails in a short period. Recommended for promotional campaigns. |
Links & UTM Tracking | Configure UTM parameters for tracking campaign performance in your analytics tools. Moby can auto-generate these based on your campaign name. |
Send Options
Once your campaign is configured, choose how you want to proceed:
Create as Draft
Save your email and segment to Klaviyo without sending. Perfect for:
Reviewing and fine-tuning content in Klaviyo's editor
Getting approval from team members before sending
Adding advanced Klaviyo features like dynamic content blocks
Scheduling manually through Klaviyo later
Send Immediately
Launch your campaign right away. The email will be sent to your selected segment as soon as you confirm. Use this when:
Running time-sensitive promotions
Responding to trending topics or events
Sending urgent announcements
Schedule for Later
Pick a specific date and time to send your campaign. Ideal for:
Timing sends for optimal engagement (based on your audience's behavior)
Planning campaigns around product launches or events
Coordinating email timing with other marketing channels
Sending during business hours in your customers' time zones
How It Works
Moby uses advanced AI to understand your campaign goals and translate them into effective email content and precise audience segments. Behind the scenes:
Content Generation: Moby analyzes your prompt and creates email copy optimized for engagement, incorporating best practices for subject lines, preview text, and body content.
Segment Creation: Based on your targeting criteria, Moby builds a Klaviyo segment using the appropriate filters and conditions to reach exactly the right customers.
Klaviyo Integration: All campaigns and segments are created directly in your connected Klaviyo account, maintaining full compatibility with your existing workflows.
Best Practices
Be Specific About Your Goals
Clear instructions produce better results:
✅ Good: "Create a re-engagement email offering 20% off to customers who haven't purchased in 60-90 days, emphasizing our new collection"
❌ Vague: "Send an email to old customers"
Define Clear Audience Criteria
The more specific your targeting, the better your segment:
✅ Good: "Target customers who purchased skincare products in the last 6 months but haven't tried our new serum line"
❌ Vague: "Send to people who might like our products"
Iterate Before Sending
Ask Moby to refine your content:
"Make the subject line shorter and more urgent"
"Add a P.S. line with a reminder about free shipping"
"Make the CTA button text more action-oriented"
Use Smart Sending Wisely
Enable Smart Sending for promotional campaigns to respect your customers' inbox. Disable it only for critical transactional emails or time-sensitive announcements where every recipient must receive the message.
Example Workflow
Scenario: Creating a VIP early-access campaign for a new product launch
Open Moby chat at triplewhale.com/chat
"Create an exclusive early-access email for our VIP customers announcing the new Summer Collection. Include a 24-hour early access window and 15% VIP discount code SUMMER15."
"Target customers who have spent over $300 in the last 12 months and have opened at least 3 emails in the last 30 days"
Review the generated email content and segment
"Make the subject line more exclusive-feeling and add urgency to the preview text"
Configure campaign settings:
Campaign Name: "Summer Collection VIP Early Access"
Subject Line: "You're In ✨ Exclusive 24-Hour Early Access"
From Name: "[Your Brand] VIP"
Smart Sending: Enabled
Select "Schedule for Later" and set for 9:00 AM the day before the public launch
Confirm and schedule the campaign
Requirements
Your Klaviyo account must be connected to Triple Whale
You must have appropriate permissions in Klaviyo to create campaigns and segments
Your sending domain must be verified in Klaviyo for the "From Email" address
ℹ️ Note: If you don't have Klaviyo connected, Moby will prompt you to set up the integration before creating email campaigns
Troubleshooting
"I can't see my Klaviyo segments"
Ensure your Klaviyo integration is active in Triple Whale settings. Segments may take a few moments to sync after creation.
"My campaign isn't sending"
Check that your sending domain is verified in Klaviyo and that the "From Email" matches an approved sender address.
"The segment size is smaller than expected"
Review your targeting criteria—multiple conditions narrow your audience. Ask Moby to "show me the segment criteria" to see exactly what filters were applied.
Need Help?
If you encounter issues or have questions about creating email campaigns with Moby, reach out to our support team or visit our Help Center for additional resources.