Sending a marketing email campaign

Campaigns are broadcast emails to a list of your leads or customers - a promotion, a product announcement, a re-engagement nudge. You describe the audience in plain English, design the email in blocks, and send it from your own inbox with open tracking. Find them at /campaigns.

Start a campaign

1. Go to Campaigns and click + New job. This opens the editor.
2. The editor has three parts: who it goes to, the design, and the subject and send.

Pick the audience in plain English

You do not keep a separate mailing list. Under Who does it go to?, describe the audience in plain English - for example “all my leads in qualified who need a web design pitch” - and click ✦ Ask AI. Jeanus turns it into a filter, resolves it against your book, and shows you the matched recipients with a count. Use Refresh count any time to re-check against your current data.

The AI filters on real fields - lead cycle and status, assigned rep, country, business type, source (for leads); account type, health score, days since last order (for customers) - so you can be as broad or narrow as you like.

Design the email in blocks

Under Design the email, add and reorder blocks to build the message:

• Hero - headline, optional subheadline, image and button.
• Text - a paragraph.
• Image - with optional link.
• Button - label, URL, alignment.
• Divider - a thin rule.
• Footer - closing text with an optional unsubscribe link.

Drop in personalisation tokens and they fill in per recipient at send time: {{first_name}}, {{company}}, {{rep_name}}, {{date}}.

Test, then send

1. Write your subject line.
2. Click ✉ Send test to me to send a copy (subject prefixed with [TEST]) to your own address so you can check how it looks.
3. When you are happy, click Send to full audience. Emails go out one by one from your inbox, personalised per recipient, with a tracking pixel for opens.

Tracking

Each send is tracked, so opens are attributed back to the lead or customer it went to. That engagement shows against the record for follow-up.