The short answer

Campaigns can target All, Lead, Prospect, Customer or Inactive contacts. Marketing opt-outs are excluded from bulk campaign recipients.

Availability: Available to accounts with Customers CRM access. Communication, AI and provider features require their related services and permissions.

Step-by-step

  1. Choose Campaigns

    Enter Campaign Name, configured Provider and intended Audience.

  2. Select or write content

    Choose an optional Template or enter Subject, HTML Body and Text Body directly.

  3. Review the audience

    Confirm the status segment is appropriate and that the content matches the consent originally collected.

  4. Create before sending

    Choose Create Campaign and inspect the saved row and status.

  5. Send once and monitor

    Use the send action on the correct campaign, then review Status, Audience, Sent and Failed counts. Use Refresh for updated results.

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