Campaigns
Send bulk email to leads filtered by entity and pipeline stage. Track opens, clicks and unsubscribes.
Bulk email to many at once
A campaign goes out once, to many. That is what separates it from an automation, which writes to one person in response to an event. You put together the audience, write the text and send it.
Read itSender, timing and what happens on send
Before sending you decide who the mail comes from and when it goes out. After that the application works through the recipient list in batches.
Read itWho gets the campaign
You put the audience together with the same conditions you use in the record list. From it comes the recipient list, after three deductions the application sets out openly.
Read itWhat became of a campaign
After sending comes the report: how many recipients, how many delivered, skipped or failed, and, if you switched it on, how many opened and clicked.
Read itWho gets no more bulk email
An unsubscribe applies to your whole account and permanently. It stops bulk email, not the post from ongoing case work.
Read it