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Getting started series

Sending your first email campaign

Build an email campaign to a group of your contacts, starting from an empty company. The order matters because a campaign picks its recipients by contact category, so the categories and the contacts in them must exist first. 4 videos, 7 minutes.

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  1. Part 1: Create your contact categories1:26 Part 1 of 4

    Create your contact categories

    A campaign chooses who receives it by contact category, and a new company has none yet.

  2. Part 2: Add the contacts you will email2:09 Part 2 of 4

    Add the contacts you will email

    A campaign can only go to contacts that have an email address and belong to a category.

  3. Part 3: Write a reusable email template1:38 Part 3 of 4

    Write a reusable email template

    With a saved template ready, the campaign wizard only needs you to pick it instead of writing the email each time.

  4. Part 4: Build your first email campaign2:01 Part 4 of 4

    Build your first email campaign

    With contacts in a category and a template ready, you can put the campaign together and choose when it goes out.

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