Email Campaigns

Create and manage email campaigns to reach leads and contacts at scale.

Overview

• Templates — Use pre-built or custom templates for consistency.
• Audience — Target by list or segment (e.g. stage, tag).
• Schedule — Send now or schedule for later.
• Reporting — Track opens, clicks, and replies when supported.

How to create a campaign

1. Go to Communication → Automated Campaigns → Email Campaigns.
2. Create a new campaign and choose a template or start from scratch.
3. Select your audience (list or segment).
4. Compose the email and set the subject; schedule or send.

Tips

• Keep subject lines clear and concise.
• Test with a small group before sending to a full list.
• Follow your organization’s email and privacy policies.