Email Campaigns
Email campaigns allow you to send one-time communications to a group of contacts. Unlike sequences (automatic), campaigns are single, targeted sends.
Difference with Sequences
| Sequences | Campaigns |
|---|---|
| Automatic | Manual |
| Triggered by an action | Sent at a specific date |
| Personalized per contact | Same message for all |
| Series of emails | Single email |
| Continuous nurturing | One-time communication |
Typical Use Cases
Newsletter
Regularly share content with your audience:
- Blog articles
- Practice news
- Tips and resources
Announcements
Communicate about important events:
- New service or offer
- Price changes
- Vacation dates
Invitations
Invite your contacts to events:
- Webinars
- Workshops
- Conferences
Creating a Campaign
Step 1: New Campaign
- Go to My Office > Campaigns
- Click on "+ New campaign"
- Name your campaign (internal use)
Step 2: Select Recipients
Choose who will receive your campaign:
- All contacts: Send to your entire base
- By tags: Select one or more tags
- By pipeline stage: Target a specific stage
- Custom list: Manually select
Step 3: Write the Email
- Short, catchy subject (< 50 characters)
- Clear structure with introduction, body, conclusion
- Single main call to action
Step 4: Preview and Test
- Click "Preview" to see the rendering
- Send yourself a test email
- Check on mobile and desktop
Step 5: Schedule or Send
- Send now: Immediate send
- Schedule: Choose date and time
Best Practices
Segmentation
The more targeted your audience, the better the results.
Frequency
- Newsletter: 1-2 times per month maximum
- Announcements: When necessary
- Promotions: Occasionally
Optimal Timing
- Tuesday, Wednesday, Thursday: Best days
- 9-11am or 2-4pm: Best hours
Tracking Results
Key Metrics
- Deliverability rate: Emails delivered
- Open rate: % of emails opened
- Click rate: % of link clicks
- Unsubscribe rate: % of unsubscribes