Email

How do I create an email campaign?

Go to Email → Campaigns and click New campaign. Fill in:

  • Name — for your own overview.
  • Subject — what the recipient sees as subject.
  • Message — the message body, with merge tags such as `{{client_name}}` for personalization.
  • Recipients — pick from your clients, contacts, or a custom list.
  • From account — which connected mail account sends the message.
  • Schedule — immediately or at a chosen time.

After sending, you see per recipient whether the message was sent, opened, and/or clicked.

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