Apps: additional CRM resources

Send email campaigns, organise events, create forms and more

Cláudia Duarte avatar Nicholas Merican avatar Jim Evans avatar
12 articles in this collection
Written by Cláudia Duarte, Nicholas Merican, and Jim Evans
Campaigns

Introduction to campaigns

An overview of how bulk emails can amplify your voice big time while looking sharp and still feeling intimate
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Written by Cláudia Duarte
Updated over a week ago

What is a campaign & when to send a campaign

Learn the principles of mass communication via Campaigns
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Written by Cláudia Duarte
Updated over a week ago

Get around the campaigns area & start a new campaign

Visit the Campaigns overview to start, find, edit or delete a campaign
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Written by Cláudia Duarte
Updated over a week ago

How to create a campaign – Part 1 – Settings

Define the key settings for the whole campaign, like type of communication, sender and which email address to send to
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Written by Cláudia Duarte
Updated over a week ago

How to create a campaign – Part 2 – Write your message

See how to build a new email template or copy and edit a shared email template, use external HTML and avoid image quality loss upon upload
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Written by Cláudia Duarte
Updated over a week ago

How to create a campaign – Part 3 – Define your audience

Learn how to set the recipients of your campaign by building an audience segment
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Written by Cláudia Duarte
Updated over a week ago

How to create a campaign – Part 4 – Get ready to send

Discover how to test and preview your campaign to dodge mistakes and schedule dispatch to a specified date and time
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Written by Cláudia Duarte
Updated over a week ago

How to create a campaign – Part 5 – How can I track the success of my campaign?

Check our deliverability metrics to optimise delivery and escape from SPAM, and spot which campaigns bring you the best leads and applicants
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Written by Cláudia Duarte
Updated over a week ago

Promote your social media channels on Campaigns

Find out how to add social media buttons with links to your social networks to the footer of Campaigns
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Written by Cláudia Duarte
Updated over a week ago