Email campaigns

Send bulk email to a segment of your leads. Build an audience by stage/source, personalize with merge tags ({{name}}, {{company}}), and track opens, clicks and unsubscribes.

1. 1From CRM, press Campaigns. Create a template and a campaign, then choose the audience.
2. 2Press Build audience to materialize recipients (unsubscribed people are excluded).
3. 3Send now or schedule for later. Watch opens/clicks on the campaign page.