Email campaigns

Send announcement emails automatically from your verified company domain and track opens, clicks and bounces. Sending 1:1 sales mail via Gmail is coming soon, before our enterprise launch.

Sending channels

Email is sent automatically from your verified company domain. Announcement and campaign mail goes out from this domain.

• Company domain — announcement and campaign mail from a verified sending domain. All sends go from this domain.
• Gmail — sending 1:1 sales mail from a connected Gmail on the contact card or deal page is coming soon, before our enterprise launch.

The Your sending channels panel at the top of the Email screen shows at a glance whether the channel is active. If no domain is verified, guidance appears right there.

Verify a sending domain

Add a domain and from-name to get MX, SPF, DMARC and DKIM DNS records. Add them to your domain’s DNS and tap Verify records — verification lowers the risk of bulk mail landing in spam.

Verification steps

1. Enter a sending domain (e.g. mail.mycompany.com) and a sender name, then tap Add.
2. Tap Settings next to the domain to open the table of MX, SPF, DMARC and DKIM records. Tap any value to copy it.
3. Add the copied records to your domain’s DNS management screen exactly as shown.
4. Tap Verify records to check. DNS propagation can take up to a few dozen minutes, so if it doesn’t verify immediately, try again shortly.

Each record group shows its own status (Verified / Pending). SPF is required; DMARC is a recommended record for deliverability.

Create & send a campaign

1. Tap New campaign and fill in name, subject, sending domain, from-email and body.
2. Use personalization variables in the body — {{name}} , {{company}} and {{email}} — they’re replaced with each recipient’s name, company and email at send time.
3. If needed, turn on A/B test and set the variant B subject, body and split (%).
4. Save to create a draft, then tap Send on the campaign card to pick the audience and send.

Choosing the audience

When sending, the audience panel lets you scope recipients one of these ways.

• All — all contacts with marketing consent
• By status — contacts in a specific status such as lead or customer
• By tag — contacts with a specific tag
• By list — members of a saved list
• Advanced segment — combine status, tag, has-phone, consent and custom-field conditions with AND/OR

Track performance

Per campaign, see sent, delivered, open (%), click (%), bounce, complaint and unsubscribe — plus per-recipient status and open/click times. Opted-out contacts are excluded automatically.

Tap Details on a campaign card to expand the metric tiles and recipient list. If you ran an A/B test, the variant comparison shows too.

Scheduled sending

Set a schedule time on a campaign and its status becomes Scheduled; sending starts automatically when the time arrives. Without a schedule, tapping Send queues it immediately.

Practical tips

• Verifying a company domain improves deliverability for your announcement and campaign mail.
• Reuse frequent copy from templates to fill campaign bodies faster.
• Addresses that unsubscribe, bounce or complain are added to the suppression list automatically and skipped from the next campaign on. You don’t manage the list manually.