Campaigns Overview
Plan coordinated email initiatives, build timed journeys, enroll recipients, and measure results
Campaigns is the workspace for coordinated marketing and lifecycle email. A campaign represents the larger initiative: its goal, timeframe, emails, recipient journey, enrollment rules, and results.
An individual email is a message within that initiative. For example, a learning campaign may contain ten emails delivered to each recipient over several weeks.
Campaigns, emails, and sequences
These features serve different purposes:
| Feature | Best for |
|---|---|
| Campaigns | Marketing and lifecycle programs with shared goals, automated enrollment, timed email journeys, and campaign-level reporting |
| Emails | The individual messages used by a campaign, or a standalone one-time email |
| Sequences | Personalized sales follow-up performed by a salesperson or another individual sender |
| Outreach | Social media and publishing workflows, separate from email Campaigns |
Campaigns and Outreach may share delivery infrastructure behind the scenes, but their settings and user workflows remain separate.
What is in the Campaigns menu?
- Campaigns — Create and manage the strategic initiative.
- Emails — Design individual emails and optionally link them to a campaign.
- Templates — Browse reusable email designs or save your own.
- Audiences — Build static or dynamic recipient lists for broadcast emails.
- Sending — Connect the email provider and sender identity for this workspace.
The Campaign detail page
Open a campaign to access four tabs:
- Overview — Campaign brief, dates, budget, and headline delivery metrics.
- Journey — The ordered emails and relative delays that form a timed drip.
- Enrollment — How recipients enter, whether they may re-enter, and recent enrollments.
- Performance — Sent, opened, clicked, and click-to-open metrics.
Recommended setup order
- Go to Campaigns → Sending and connect an email delivery provider.
- Create any reusable designs under Templates.
- Create the campaign and leave it in Planning while you configure it.
- Create each message under Emails and link it to the campaign.
- Open the campaign's Journey tab and arrange the messages and delays.
- Configure the Enrollment tab.
- Review sender identity, content, links, consent, and timing.
- Change the campaign to Active and enable automatic enrollment when you are ready.
A campaign must be Active before automatic enrollment or timed delivery begins. You can safely build the journey and enrollment rule while the campaign is in Planning.
Example: new-user learning campaign
A common lifecycle setup is:
- Campaign type: Welcome / onboarding or Nurture
- Journey: ten educational emails with relative delays
- Entry method: the event or record creation that represents a new user
- Re-entry policy: Once ever
- Automatic enrollment: enabled
Each person gets an independent timeline. Someone who joins later begins with Email 1 on their own enrollment date; they do not jump into the middle of another recipient's journey.
Next: Create and manage a campaign.