Campaigns

Group mailings that work toward one goal, plan them on a board, and see their results together.

A campaign groups the mailings for one goal - a sale, a product launch, an event. Go to Campaigns.

The board

Campaigns sit on a board with four columns: Idea, Planned, Running and Done. Drag a campaign to move it along.

You can rename the columns under Settings > Campaign stages.

Make a campaign

Click + New campaign and fill in what you need:

• Name - like "Summer sale" or "Spring launch".
• Dates - when it starts and ends.
• Owner - who looks after it.
• Budget - what you plan to spend, to set against what it brings in.
• UTM campaign - the name your website's statistics show for visits from these mailings. Every mailing in the campaign uses it.

Add mailings

When you write a mailing, choose the campaign under its Settings step.

Results

Open a campaign to see the results of all its mailings together: sent, opens, clicks, unsubscribes and bounces. On Professional and up, it also shows the leads, deals, quotes, invoices, orders and bookings that followed, with their amounts. See Sales from your mailings.