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Marketing

Campaigns

Plan customer communication, audience segments, campaigns, lifecycle flows, and recent outreach activity from one marketing workspace.

At a glance

The numbers on your screen, explained

What each Campaigns number means and where it comes from — so you know where to act.

Total Sent4
830 recipients

Sent campaigns counted from campaign records, with total recipient count underneath.

Open Rate54.0%
448 opens

Email opens divided by sent recipients for campaigns with analytics data.

Click Rate33.5%
150 clicks

Campaign clicks divided by sent recipients for campaigns with analytics data.

Revenue$11,950.00
from campaigns

Campaign-attributed revenue shown from campaign analytics data.

Sample numbers from a demo workspace.

Plan

Run campaigns, audiences, and workflows together

Marketing Hub combines campaigns, workflow sequences, audience segments, quick actions, and recent automation activity so outreach stays connected to customer records.

  • Create a campaign, send an email, or build an automation from quick actions
  • Track audience reach and reachable contacts
  • Review recent campaign and automation activity

Target

Build audiences from customer and invoice context

Audience tools help group customers for announcements, follow-up, and re-engagement using data already in the workspace.

  • Manage audience segments from the Marketing Hub
  • Send email to a selected segment
  • See how many contacts are reachable by email

Automate

Connect lifecycle communication to flows

Marketing workflows and sequences help teams standardize repeated customer communication such as follow-ups, reminders, and lifecycle messages.

  • Build email and delay steps into sequences
  • Review active flows and drafts
  • Keep automation logs visible next to campaign work

Everything included

Everything in Campaigns

Use it for announcements, promotions, newsletters and win-back offers.

Campaign dashboard

Review sent campaigns, drafts, scheduled messages, and recent campaign activity.

Marketing email

Compose customer emails with templates, branding context, and selected recipients.

Audience segments

Create and manage customer groups for targeted outreach.

Lifecycle workflows

Build email sequences and automation-backed customer follow-up.

Campaign analytics

Track recipients, opens, clicks, and revenue for sent campaigns.

Recent activity

See recent marketing and automation actions in one feed.

Campaign search

Search and filter campaigns by status.

How it works

Campaigns, step by step

  1. 01

    Define the audience

    Use existing customers, segments, or reachable contacts to decide who should receive the message.

  2. 02

    Create the message or campaign

    Write the subject and content, use templates, and choose campaign settings.

  3. 03

    Send or schedule the outreach

    Run a one-time campaign or connect the message to a lifecycle workflow.

  4. 04

    Review performance

    Use opens, clicks, revenue, audience reach, and recent activity to decide the next follow-up.

FAQ

Campaigns questions

Can’t find what you need? Our team is happy to help.

Yes. Marketing receives clients, invoices, products, segments, sequences, templates, campaigns, and automation logs from the workspace.

Yes. The Audiences tab and Audience Manager let you manage segments and send an email to a selected segment.

Yes. Marketing includes workflow sequences and an Automation Center, and recent automation activity appears in the dashboard.

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