Email campaigns
Campaigns let you email a message to many leads and/or clients at once — announcements, seasonal promotions, follow-ups.
Creating a campaign
Section titled “Creating a campaign”Campaigns → New: give it a name, subject and body. Links in the body become tracked automatically. Choose the audience:
- Leads — optionally filtered by kanban stage, source, city or qualification.
- Clients — optionally filtered by city, state or tags.
- Custom emails — a manual list.
- Mixed — leads and clients together.
Sending
Section titled “Sending”Send now or schedule a date and time. Emails go out through your own SMTP (see Settings) with your company as the sender, or through the platform mailer if you haven’t configured SMTP.
Tracking
Section titled “Tracking”Each campaign reports, per recipient and in aggregate:
- Sent / failed / bounced
- Unique opens and open rate (tracking pixel)
- Unique clicks and CTR (tracked links)
- Unsubscribes
Unsubscribes & suppression
Section titled “Unsubscribes & suppression”Every campaign email carries an unsubscribe link. Recipients who unsubscribe (or bounce) land on your suppression list and are automatically excluded from future campaigns — this keeps you compliant and protects your sender reputation.