Campaigns

Create and send email campaigns to your leads, track performance, and optimize outreach.

View Campaigns#

Step 1. Go to /default/campaigns

Step 2. Browse your campaigns in a list view

Step 3. Filter by status: Pending, Sent, Failed, or Resend

Step 4. Click any campaign to view its details

Create a Campaign#

Step 1. Go to /default/campaigns/new

Step 2. Enter the campaign details:

Subject - the email subject line
Body - compose your email content using the editor
Recipients - select individual leads or lead groups

Step 3. Preview your email to check formatting

Step 4. Click Send to dispatch immediately, or Save as Draft to send later

Tip: Use personalization tokens like {{first_name}} in your subject and body to increase open rates.

Note: Contacts without an email address on file are excluded from the recipient list automatically - campaigns only target leads with a valid email. Add an email to a phone-only contact (or remove them from the targeted group) if you need them included.

Campaign Detail#

Step 1. Go to /default/campaigns/{id}

Step 2. View the campaign overview:

Status - current state (Pending, Sent, Failed)
Recipients - number of leads targeted
Sent Date - when the campaign was dispatched

Campaign Analytics#

Step 1. Go to /default/campaigns/{id}/analytics

Step 2. Review performance metrics:

Open Rate - percentage of recipients who opened the email
Click Rate - percentage who clicked a link in the email
Delivery Rate - percentage successfully delivered
Bounce Rate - percentage that failed to deliver

Step 3. Use these metrics to refine future campaigns

Campaign Actions#

From the campaign list or detail page, you can:

Send - dispatch a pending campaign
Pause - temporarily halt a campaign in progress
Resume - continue a paused campaign
Duplicate - create a copy of an existing campaign to reuse its content
Delete - permanently remove a campaign

Important: Deleting a campaign removes its analytics data. Consider keeping sent campaigns for historical reference.

Tip: A/B test your campaigns by duplicating a campaign, changing the subject line, and sending to different lead groups. Compare the analytics to find what resonates.

Create a Campaign#

Step 2. Enter the campaign details:

Subject - the email subject line

Body - compose your email content using the editor

Recipients - select individual leads or lead groups

Step 3. Preview your email to check formatting

Step 4. Click Send to dispatch immediately, or Save as Draft to send later

Tip: Use personalization tokens like {{first_name}} in your subject and body to increase open rates.

Note: Contacts without an email address on file are excluded from the recipient list automatically - campaigns only target leads with a valid email. Add an email to a phone-only contact (or remove them from the targeted group) if you need them included.

Campaign Analytics#

Step 2. Review performance metrics:

Open Rate - percentage of recipients who opened the email

Click Rate - percentage who clicked a link in the email

Delivery Rate - percentage successfully delivered

Bounce Rate - percentage that failed to deliver

Step 3. Use these metrics to refine future campaigns

Campaign Actions#

From the campaign list or detail page, you can:

Send - dispatch a pending campaign

Pause - temporarily halt a campaign in progress

Resume - continue a paused campaign

Duplicate - create a copy of an existing campaign to reuse its content

Delete - permanently remove a campaign

Important: Deleting a campaign removes its analytics data. Consider keeping sent campaigns for historical reference.

Tip: A/B test your campaigns by duplicating a campaign, changing the subject line, and sending to different lead groups. Compare the analytics to find what resonates.