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Email Campaigns

Stay top-of-mind with clients through targeted email marketing.

Email Campaigns

5 articles

Creating a campaign

Create email campaigns from the Campaigns section. Choose your audience, design your email, and schedule delivery. Campaigns support immediate send, scheduled send, and drip sequences.

Email templates

Build reusable email templates with the visual editor. Templates support merge fields for personalization (first name, company, custom fields). Start from scratch or customize pre-built templates.

Audience segments

Create segments based on contact type, tags, lead score, location, or custom field values. Target specific groups with relevant messaging. Segments update dynamically as contact data changes.

Tracking opens and clicks

Monitor campaign performance with open rates, click rates, and engagement metrics. View which contacts opened your email and clicked specific links. Use data to optimize future campaigns.

Unsubscribe management

All campaigns include a required unsubscribe link for compliance. Unsubscribed contacts are automatically excluded from future campaigns. Manage your suppression list from Settings.