📝 Overview

Campaigns in Marketing Suite are multi-step email sequences you can design, schedule, and send to targeted contacts and lists. Use them to welcome new members, win back lapsed customers, announce promotions, and keep your audience engaged, all without manual follow-ups.

This guide covers creating a campaign, adding contacts and lists to it, sending limits, and tracking performance.

🛠️ Creating a Campaign

Campaigns are built in a visual editor using templates and content blocks, so you don't need any design experience to send professional-looking emails. To create one, head to Campaigns in the sidebar.

Click the arrow to learn how to create a campaign

🚶🏻‍➡️ Step-by-step

Go to Campaigns in the sidebar.
Click Create campaign.
Choose a pre-built template or start from blank. Templates are the quickest way to get going.
Add your emails and set the delays between each step.
Preview and test the campaign, then publish when you're ready.

💡 Recipients aren't chosen inside the campaign builder. Once your campaign is published, you add contacts or lists to it from the CRM. See the next section for the steps.

👥 Adding contacts and lists to a campaign

Campaign recipients are added from the CRM after the campaign has been published, either a whole list at a time or by selecting individual contacts.

Build your segment in CRM ➜ Lists first (a static or smart list), then use one of the routes below to enrol its members.

Adding a list

Publish your campaign.
Go to CRM ➜ Lists.
Open the three-dot menu on the list you want to send to.
Choose More actions ➜ Start a campaign for contact.
Choose your campaign and click Run. The list's current members are enrolled and start from the first email in the sequence.

Adding individual contacts

Go to CRM ➜ Contacts, tick the contacts you want to include, then click Actions ➜ Add to campaign and choose your campaign.

You can also schedule, pause, or resume a campaign for an individual person from the Campaigns section of their contact profile.

⚠️ Contacts without a valid email address may be excluded when a campaign runs, so it's worth checking your list before you enrol it.

💡 For help creating static and smart lists, see the guide here. To enrol contacts automatically when something happens, such as a form submission, see the automations guide here.

🔬 Personalising and testing

You can personalise content with merge fields, so each email greets the recipient by name and reflects their details. Before publishing, use the Preview option in the campaign builder to view the email as a specific contact, and send yourself a test email to check the links and merge fields.

📧 Email Sending Allowance

Your account includes a monthly email allowance for campaigns.

💡 You can send up to 10,000 campaign emails per month.

⚙️ Sender Settings

Before sending your first campaign, it's worth checking your sender details so emails arrive looking right and land in inboxes reliably.

Set your default sender name and email in Administration ➜ Email Configuration.
Set your business mailing address in Administration ➜ Business Profile. This appears in your email footers.

⚠️ If your emails aren't being delivered as expected, check Administration ➜ Email History to review sent emails and their statuses. Authenticating a custom sending domain can also improve inbox placement.

📊 Tracking Campaign Performance

Once a campaign is live, you can measure how it's performing. Campaign reporting covers sends, opens, clicks, and unsubscribes, so you can see what's resonating with your audience and improve your results over time.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.