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Email Campaigns

Creating and managing automated email campaigns

Email Campaigns

Create automated email sequences to nurture leads, onboard clients, and stay in touch with your audience.

Campaign Types

  • Drip Sequences — Send a series of emails at timed intervals
  • One-time Broadcasts — Send a single email to a segment
  • Triggered Emails — Sent when a specific event occurs (workflow integration)

Email Builder

Write emails with a rich text editor. Use merge tags to personalize with recipient data (name, company, etc.). Preview across devices before sending.

Audience Segments

Target specific groups: all leads, leads by stage, clients by service, or custom segments based on tags and attributes.

Analytics

Track open rates, click rates, bounces, and unsubscribes. A/B test subject lines and content to optimize engagement.