Send email and text campaigns

1 Create a campaign

1. Open CRM → Campaigns.
2. Choose Email campaign or Text campaign.
3. Pick who gets it: leads, repeat clients, a city or a tag.
4. Write the message and click Save and count to see how many clients get it.

Start from a template you saved in CRM → Templates.

2 Send it

1. Send it and follow the results on the campaign page.
2. Use Stop sending to stop it at any time.

Campaigns go out a few at a time, up to 500 emails and 300 texts a day; the rest continue the next day.

3 Opting out

1. Every email has a link to stop campaign emails.
2. Every text says "Reply STOP to opt out"; text campaigns go only to clients who agreed to marketing texts.