Campaigns CRM

Creates and sends SMS or email marketing campaigns to selected leads and customers, and tracks which campaigns have already been sent.

The table lists each campaign's name, type (SMS or Email), creator and created date; a Sent badge appears next to the name once a campaign has been dispatched. A Campaign Type filter narrows the list to SMS-only or Email-only campaigns.

Click Add to create a new campaign: pick the campaign type, target one or more leads/customers, and compose the message using merge tags. Once created, a campaign that hasn't been sent yet can still be edited or deleted from its row actions; use Send Notification to dispatch it.

Access is controlled by crm.access_all_campaigns (see every campaign) versus crm.access_own_campaigns (see only campaigns you created), on top of the business having the CRM module in its subscription.

Step-by-step Workflow

1. Filter by typeUse the Campaign Type filter to view only SMS or only Email campaigns.
2. Click AddStart a new campaign and choose whether it will be sent as SMS or Email.
3. Select recipientsChoose the leads and/or customers the campaign should target.
4. Compose the messageWrite the campaign content, using available tags to personalize it per recipient.
5. Send the campaignUse Send Notification to dispatch it; a Sent badge then appears on the campaign row.
6. Edit or remove draftsWhile a campaign hasn't been sent, use the row actions to edit or delete it.