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How do I create and send a newsletter campaign?

Newsletter lets you email your CRM contacts by segment and tags with a visual editor. It's a premium feature: if it's not enabled, request it from the screen itself.

  1. 1Go to «Marketing → Newsletter» and click «New campaign».
  2. 2In «Content» pick a template (you can preview it) and edit the blocks.
  3. 3In «Audience» choose a saved segment or set criteria (tags, status, etc.).
  4. 4In «Settings» set the subject and sender. Send yourself a test to review it.
  5. 5Click «Send»: confirm and it starts in 2 minutes (a window to cancel).

Consejo: You need your agency's own SMTP configured (Settings → email) to be able to send.

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