Full HTML email with your brand template. Supports personalization tokens (name, company, etc.).
Campaigns & Sequences
Reach Your Audience at Scale CRM Feature
Section titled “Reach Your Audience at Scale ”Campaigns let you send targeted messages to groups of contacts. Sequences extend this into multi-step drip campaigns — automated messages sent over time to nurture leads through your funnel.
Active
7
+2 this month
Sent (30d)
12,480
+18%
Open rate
42.6%
+3.1 pts
Replies
312
+22%
| Campaign | Type | Status | Audience | Open | Reply |
|---|---|---|---|---|---|
SP Spring product launch | Email blast | Running | 2,840 | 48.1% | 5.4% |
OB Onboarding sequence | Sequence · 5 steps | Running | 614 | 62.3% | 12.1% |
RE Renewal nudge | Sequence · 3 steps | Scheduled | 128 | — | — |
BF Black Friday teaser | Email blast | Draft | — | — | — |
QA Quarterly newsletter | Email blast | Completed | 4,210 | 39.4% | 2.7% |
Campaigns vs. Sequences
Section titled “Campaigns vs. Sequences”One-time sends to a segment of contacts.
- Send a single email or message to a group
- Target by segment (e.g., “All leads from last month”)
- Track opens, clicks, and replies
- Best for announcements, promotions, newsletters
Multi-step automated drips triggered by enrollment.
- Define a series of messages with delays between them
- Contacts move through automatically
- Stop when they reply or convert
- Best for lead nurturing, onboarding, follow-up series
Creating a Campaign
Section titled “Creating a Campaign”-
Navigate to CRM → Campaigns
-
Click “New Campaign”
-
Choose your audience:
- Select a Segment (e.g., “Hot Leads”, “New Contacts”)
- Or choose individual contacts
-
Write your message:
- Email subject and body
- Or a message template for WhatsApp/Telegram
-
Schedule or send immediately
-
Review the preview and confirm
Creating a Sequence
Section titled “Creating a Sequence”-
Navigate to CRM → Sequences
-
Click “New Sequence”
-
Add steps:
- Step 1: Day 0 — Welcome message
- Step 2: Day 3 — Follow-up with value
- Step 3: Day 7 — Offer or call to action
-
Set enrollment criteria:
- Manual enrollment
- Auto-enroll when contact matches a segment
- Auto-enroll when a trigger fires (e.g., form submitted)
-
Activate the sequence
Message Types
Section titled “Message Types”Text message sent to contacts’ WhatsApp numbers. Requires WhatsApp integration active.
Telegram
Message via your Telegram bot integration.
Personalization
Section titled “Personalization”Use tokens in your message content to personalize at scale:
| Token | Replaced With |
|---|---|
{{name}} | Contact’s first name |
{{email}} | Contact’s email address |
{{company}} | Contact’s company |
{{assistant_name}} | Your AI assistant’s name |
Campaign Analytics
Section titled “Campaign Analytics”After sending, the campaign detail page shows:
| Metric | Description |
|---|---|
| Sent | Total messages delivered |
| Opened | Email open rate |
| Clicked | Link click rate |
| Replied | Contacts who responded |
| Unsubscribed | Contacts who opted out |
Sequence Performance
Section titled “Sequence Performance”For sequences, track each step:
- How many contacts are on each step
- Drop-off rate between steps
- Conversion events (reply, appointment booked, etc.)
Audience Targeting
Section titled “Audience Targeting”Campaigns integrate with Segments so you can target precisely:
- “All contacts from Instagram with no appointment”
- “Leads created in the last 30 days”
- “Contacts tagged ‘VIP’”
See Segments → to build your audience.