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Create and manage campaign

A Marketing User creates a campaign, defines the target audience, sends bulk emails, and monitors performance metrics.

When this happens: You click New Campaign from the Marketing module.

Step by step

  1. 1

    Click New Campaign.

    EasyCRM shows form: Name (required), Type (Email, Event, Webinar, Ad, Other), Start Date (≥ today), End Date, Budget, Owner (default: MU), Description, and custom fields.

  2. 2

    Fill in required fields.

  3. 3

    Defines Target Audience via the Segment Builder: adds filter conditions on Contact/Lead fields (e.g. Industry = Technology AND Lifecycle Stage = Lead) with AND/OR logic.

    EasyCRM shows: [N] contacts/leads match this segment.

  4. 4

    Click Save.

    EasyCRM creates Campaign in Draft status.

Other paths

Pause/resume campaign

Click Pause on an Active campaign. Campaign status — Paused Linked drip sequences are paused. No new emails sent. Click Resume — status — Active Drip sequences resume.

Complete campaign

Click Complete on an Active or Paused campaign. Campaign status — Completed (terminal). All linked drip sequences are stopped.

Schedule email send

If selects Schedule for and picks a future date/time. Queues the send job for the scheduled time. EasyCRM shows: Email scheduled for [date/time] MU can cancel before execution.

If something goes wrong

Daily sending limit exceeded

If audience size + today's sent count exceeds the daily limit (default 5,000). EasyCRM shows: This send would exceed the daily limit of [N] emails. Available: [X]. Reduce audience or schedule for multiple days

Activate without email template

If Email-type campaign has no linked email template or drip sequence. EasyCRM shows: At least one email template or drip sequence is required to activate an Email campaign

Delete campaign with active sequences

MU attempts to delete a campaign with active drip sequences. EasyCRM shows: This campaign has [N] active drip sequences. Deactivate them first

Good to know

  • Unsubscribed, bounced, and no-email contacts are automatically excluded from sends.
  • Daily sending limit is configurable (default 5,000/day).
  • Tracking pixel and link tracking are automatically inserted.
  • Completing a campaign stops all linked drip sequences.