Email Campaigns

Overview

Email Campaigns allow you to create, manage, and track email marketing campaigns. Send targeted emails to your contacts, monitor performance, and automate follow-ups.

Features

• Create email campaigns
• Sequence campaigns with multiple steps
• Contact selection and targeting
• Campaign monitoring and analytics
• Pause/resume campaigns
• Lead management
• Performance tracking

Accessing Campaigns

Navigate to Email > Campaigns from the main menu.

Campaign Types

Standard Campaigns

Single email campaigns sent to a list of contacts.

Sequence Campaigns

Multi-step email sequences with automated follow-ups:

• Step 1: Initial email
• Step 2: Follow-up email (if no response)
• Step 3: Final follow-up (if still no response)
• Customizable delays between steps

Creating a Campaign

• Click Create Campaign button
• Choose campaign type (Standard or Sequence)
• Fill in campaign details:
• Name: Campaign name
• Description: Campaign description
• Subject: Email subject line
• Email Content: Email body (HTML or text)
• From Email: Sending email address
• Select contacts for the campaign
• Configure sending settings
• Click Create Campaign

Campaign Status

Campaigns can have the following statuses:

• Draft: Not yet launched
• Active: Currently running
• Paused: Temporarily paused
• Completed: Finished sending
• Failed: Encountered errors

Managing Campaigns

Launching a Campaign

• Find the campaign in the list
• Click Launch button
• Confirm launch
• Campaign starts sending emails

Pausing a Campaign

• Click Pause on an active campaign
• Campaign stops sending new emails
• Already queued emails may still send
• You can resume later

Resuming a Campaign

• Click Resume on a paused campaign
• Campaign continues from where it stopped
• Remaining emails will be sent

Editing a Campaign

• Click Edit on a campaign
• Modify campaign details
• Update email content if needed
• Save changes

Note: Some changes may not apply to already-sent emails.

Deleting a Campaign

• Click Delete on a campaign
• Confirm deletion
• Campaign is removed (cannot be undone)

Campaign Dashboard

View detailed campaign information:

• Overview: Campaign summary and stats
• Leads: Contact list and engagement
• Sequence: Email sequence steps (for sequence campaigns)
• Monitoring: Real-time sending status
• Analytics: Performance metrics

Selecting Contacts

Manual Selection

• Click Select Contacts when creating/editing
• Browse or search contacts
• Select individual contacts
• Add selected contacts to campaign

Group Selection

• Select entire contact groups
• All contacts in group are added
• Useful for targeted campaigns

Filter Selection

• Use filters to find contacts:
• By status (active, unsubscribed, etc.)
• By groups/tags
• By verification status
• By company or job title
• Select filtered contacts
• Add to campaign

Campaign Analytics

View campaign performance:

• Sent: Total emails sent
• Delivered: Successfully delivered
• Opened: Emails opened
• Clicked: Links clicked
• Replied: Replies received
• Bounced: Failed deliveries
• Open Rate: Percentage opened
• Click Rate: Percentage clicked
• Reply Rate: Percentage replied

Sequence Campaigns

Creating Sequences

• Choose "Sequence Campaign" when creating
• Add multiple email steps:
• Step 1: Initial email
• Step 2: First follow-up (delay: X days)
• Step 3: Final follow-up (delay: X days)
• Configure delays between steps
• Set conditions (e.g., only send if no reply)

Sequence Editor

• Add/remove steps
• Reorder steps
• Edit email content for each step
• Set delays and conditions
• Preview sequence flow

Lead Management

Viewing Leads

• Open campaign dashboard
• Go to Leads tab
• View all contacts in campaign
• See engagement status for each

Lead Status

• Pending: Not yet sent
• Sent: Email sent
• Delivered: Successfully delivered
• Opened: Email opened
• Clicked: Link clicked
• Replied: Contact replied
• Bounced: Delivery failed
• Unsubscribed: Contact unsubscribed

Campaign Monitoring

Real-Time Monitoring

• View sending progress
• See emails being sent
• Monitor delivery status
• Track errors and issues

Monitoring Dashboard

• Active sending status
• Queue length
• Success/failure rates
• Recent activity log

Campaign Filters

Filter campaigns by:

• Status: All, Active, Paused, Completed, Draft
• Search: By name or description
• Date Range: Created or sent date

Campaign Statistics

View overall campaign statistics:

• Total campaigns
• Active campaigns
• Completed campaigns
• Total emails sent
• Average open rate
• Average click rate

Best Practices

• Test First: Send test emails before launching
• Segment Contacts: Target specific groups
• Personalize: Use contact names and details
• Monitor Performance: Track metrics regularly
• A/B Testing: Test different subject lines
• Follow Up: Use sequences for better engagement
• Clean Lists: Remove bounced/unsubscribed contacts

Troubleshooting

Campaign Not Sending

• Check email account is connected
• Verify account is warmed up
• Check sending limits
• Review error messages

Low Open Rates

• Improve subject lines
• Send at optimal times
• Segment your audience
• Clean your contact list

High Bounce Rate

• Verify email addresses
• Remove invalid contacts
• Check sender reputation
• Use email verification

Related Features

• Email Templates
• Email Accounts & Warmup
• Contacts Management
• Campaign Analytics

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Create targeted email campaigns to engage your audience and drive results.