Send an e-mail campaign

A campaign is one message to a segment. It goes only to customers who agreed to e-mail, a few at a time, never in the quiet hours.

Before you start

• You need Change the CRM: tags, notes, consent, segments, campaigns, deals to write the draft, and Send campaigns and switch flows on to test and start it.
• Save the segment first. See build a segment.
• Check the pace in Settings → CRM settings. See set up the CRM.

Steps

1. Open CRM → Campaigns.
2. In New campaign, type a Name.
3. Under Channel, pick E-mail.
4. Under Segment, pick your segment, or All customers.
5. Type the Subject.
6. Write the Message. You can use {name}, {points}, {stamps}, {balance}, {coupon}, {shop} and {link}.
7. Optional: add an Offer link and a Coupon code.
8. Select Create the draft. The campaign page opens.
9. Select Preview. Read who it reaches, how many did not agree or have no e-mail, how the first customer will read it, and how many days the pace needs.
10. Select Send a test to me. The test goes to your own e-mail, never to a customer.
11. Optional: fill in Start at (optional) to schedule it.
12. Select Start.

Good to know

• The audience is fixed when you start. One message is queued for each customer who agreed and can be reached, up to 20,000. Starting twice starts nothing.
• Pause, Resume, Cancel the campaign: cancelling stops what is still waiting; what was sent stays sent.
• Unsubscribe: every campaign e-mail carries an unsubscribe link at the bottom and an unsubscribe header that mail programs show as a button. The customer's no is recorded at once. See record a customer's consent.
• E-mail health guard: addresses that bounced, marked your mail as spam, or were never confirmed are skipped. The results show why (e-mail bounced, marked as spam, e-mail not confirmed).
• Pace: messages share the day's limit with every other campaign and flow, and none goes in the quiet hours or over a customer's monthly limit.
• Links: {link} becomes a tracked link. It carries no name, phone or customer number.
• A placeholder the CRM does not know is refused before you can save.
• SMS cannot be chosen: it shows coming soon.
• WhatsApp campaigns are in early access. See WhatsApp campaigns.
• Next: read a campaign's results.