Email campaigns are the engine of your digital marketing. By organizing your content into structured campaigns, you can measure engagement, track statistics, and schedule messages to go out exactly when you want them.
💡 Pro Tip: We ALWAYS recommend creating your marketing pieces in the Content section before building your campaign so you can easily attach them! 🎨
To start building your strategy, navigate to Email Campaigns on the left-hand menu and select Campaign Manager. 🖥️
Initialize: Click the +Campaign icon in the upper right-hand corner. ➕
Name & Select: Give your campaign a clear title and select the first piece of content you want to send. 🏷️
Subject Line: Fill out a compelling email subject line. ✍️
Scheduling (Send Using): Choose the logic for when this email should be delivered: 📅
Date: A specific calendar day.
Month: A selected month of the year.
Holiday/Birthday: Automatically triggers on the recipient's special day.
Interval: Sends a set number of days after a person is added to the campaign (perfect for "New Lead" follow-ups).
Day of the Week: A recurring day (e.g., every Monday).
Transaction Date: Based on a buyer/seller closing date from your CRM.
Sender Info: Use the Override fields if you want the "From" name or email to be different from your default profile. 👤
Time: Choose a Send After Time. If left blank, the system defaults to midnight. 🕛
✨ Multi-Event Tip: To build a sequence, open your campaign and click the +Event icon to add a second, third, or fourth email. Repeat the scheduling steps for each!
Once the campaign is built, you need to tell the system who should receive it.
Open the Campaign: Select your campaign from the main Dashboard.
Add People: Click the +Recipients icon in the upper right. 👤➕
Filter & Select: Choose recipients from your CRM Contacts or select entire Contact Types (e.g., all "Warm Leads").
Finalize: Click Finish. These contacts are now enrolled! ✅
Knowledge is power! Keep track of your performance through the main Campaign Dashboard. 📉
Quick Stats: View how many times a campaign has been Sent, Viewed, and Clicked at a glance.
Detailed Analytics: Click into a specific campaign to see:
Recipient Activity: See exactly who opened the email. 👁️
Event Activity: Compare which emails in a sequence are performing best.
Unsubscribes: Monitor who has placed themselves on your "Do Not Send" list to maintain a healthy database. 🚫
To maximize deliverability, drive high engagement, and convert email subscribers into active clients, follow these strategic guidelines:
Build Your Media Assets Before Assembling the Campaign: Create all email templates, images, and downloadable resources in the Content section prior to opening the Campaign Manager. Pre-building your creative assets makes structuring multi-step email sequences smooth and error-free.
Match the Trigger Logic to the Lead Journey:
Use Interval triggers (e.g., Day 1, Day 3, Day 7) for fresh online leads to build immediate trust through automated welcome drips.
Use Transaction Date or Holiday/Birthday triggers for sphere of influence (SOI) and past clients to stay top-of-mind with personalized, recurring touchpoints.
Avoid Midnight Deliveries by Setting Specific Send Times: If the "Send After Time" field is left blank, emails default to midnight. Schedule your campaign events to send during high-engagement windows—such as weekday mornings between 8:00 AM and 10:00 AM—to ensure your messages land near the top of recipient inboxes.
Audit Low Click-Through Rates to Refine Content: Check the Event Activity statistics regularly. If an email in a multi-event sequence experiences a steep drop in views or clicks, rewrite the subject line or simplify the Call to Action (CTA) to re-engage recipients.
Maintain List Hygiene via Unsubscribe Tracking: Monitor campaign unsubscribes on your analytics dashboard. Promptly clean inactive or bouncing contacts from your primary tag groups to protect your sender reputation and maintain high inbox deliverability rates.