New Email Campaign
An Email Campaign sends one message, or a series, to a group of recipients at once. It is how marketing reaches leads and customers in bulk — and because sends are logged, you can see what was delivered rather than assuming it.
Where to find it
Go to CRM > New > Email Campaign.
Field reference
| Field | Description |
|---|---|
| Select Group | The recipient group — Leads, for instance. Groups are built in Campaign Groups and populated in Campaign Group Contacts. |
| Subject | The email subject line. |
| Content | The message body. |
| Template | An existing email template, where you have one. |
| Schedule | Send now or at a chosen time. |
Before you send
- Confirm SMTP is configured and tested. A campaign is the worst time to discover mail is not sending.
- Send yourself a test first — a placeholder that does not resolve goes out to the whole group.
- Check the group contains who you think it does.
Bulk sending carries deliverability risk. Without correct SPF and DKIM records on your domain, a large send is far more likely to be treated as spam than a single invoice email — see SMTP Setup.
After sending
Delivery is recorded in Email Campaign logs, and individual message status in the Email Log.
Related pages
- Email Campaign Logs — what was sent
- Campaign Groups · Campaign Group Contacts — building the audience
- Email Templates — reusable content
- SMTP Setup — required for sending