Create a campaign
Open Email and select New campaign. Give it a name, then choose where to start:
- One of your templates: a published template. You can change the subject and preview text for this campaign.
- A starter: the campaign gets its own copy of the email. Edit it with Edit email. It is not added to your templates, and it is locked in when you schedule the campaign.
You can also start a campaign from a starter in Templates: select Use this starter, then A campaign.
Choose the audience
- Choose one or more Lists. People subscribed to any of them can get the email.
- Only people in keeps people in the segments you choose.
- Leave out people in removes people in the segments you choose.
The count shows who would get the email now, and why others are left out. Each address gets one email, even when it is on several lists.
Send or schedule
Select Review and send. We check your sender, template and audience first. A template with sample images or example.com links can't be sent. Fix it and publish it again. Send now, or schedule a date and time. The template version is locked in. Before it sends, confirm that you checked the preview, the links and who gets it.
Everyone is checked again when sending starts and right before their email goes out. Someone who unsubscribes after you schedule does not get it.
To change a scheduled campaign, select Cancel schedule first.
Results
A sent campaign shows how many people got it, opened it and clicked. It also shows bounces and people who left the list. Open counts are not exact. Some email apps, such as Apple Mail, load every image.
Links shows each link and how many people clicked it. Select Show people to see who.
Some companies use security scanners that open every link in an email as it arrives. These clicks are left out of the counts, and the page says how many.
Recipients shows each person, when they opened, and the links they clicked. Use Show to see only the people who opened, did not open, clicked a link, or clicked one link.
- Export CSV saves the people you see as a file.
- Save as segment saves the people you see as a segment and a tag with the same name. Use the segment in a later campaign, or start a workflow when the tag is added. People who open or click later are added. For Did not open, people who open later are taken out.
A person's clicks also show on their contact record, under Email clicks.
To send it again, select Duplicate. You get a new draft with the same content and audience.
Automations
A workflow can send a published template with a Send email step. Marketing email goes only to people on the list you choose. A one-to-one follow-up comes from the record owner.
One-to-one email
Select Email on a contact or a deal. On a deal, choose which of its people gets it. A message you don't send stays as a draft on this device. To follow up on an earlier email, open Email sent on the contact and select Follow up.