Campaigns & Email
Manage email marketing campaigns, templates, and customer groups to communicate with leads and customers at scale.
Email Templates
Go to: CRM → Email Templates
Create reusable email templates for common communications — follow-ups, proposals, meeting requests, or newsletters.
| Field | Description |
|---|---|
| Template Name | Name for internal reference |
| Subject | Email subject line (supports merge tags) |
| Body | Email body content (HTML or plain text) |
Email Groups
Go to: CRM → Email Groups
Email groups are contact lists used to send bulk emails through campaigns.
| Field | Description |
|---|---|
| Group Name | Name of the email list |
| Members | Contacts (leads, customers, or manual) |
Email Campaigns
Go to: CRM → Email Campaigns
Email campaigns send a sequence of emails to a target group over a defined schedule.
| Field | Description |
|---|---|
| Campaign Name | Name of the campaign |
| Email Group | The target contact list |
| Start Date | When the campaign begins |
| Email Schedule | List of emails with send dates and templates |
Campaigns
Go to: CRM → Campaigns
Campaigns are marketing initiatives that track the source of leads. Assign a campaign to a lead to measure ROI per marketing effort.
Customer Groups
Go to: CRM → Customer Groups
Organize customers into groups for targeted communication, pricing rules, or reporting.