Four kinds of Campaign - email, text, social and web - and the codes that decide who each one reaches.
Everyone in your database, reachable from one place. Campaign Management holds four kinds of Campaign — Email, Text, Social and Web — and they share one idea: you write the message once, then choose who hears it.
This guide covers what each kind is for, how they are organised, and the filtering that makes a Campaign land with the right people instead of everybody.
Three parts. Campaigns decide who and when. Templates are what you say. Signatures are how you sign off.
The same shape — Campaigns and Templates — for a short message straight to a phone. A text Campaign can be one message or a series that goes out over weeks.
Ten channels: Facebook, X, Instagram, LinkedIn, Pinterest, Google Business, Threads, TikTok, YouTube and Reddit. Each has an Accounts page to connect and a Campaigns page to plan what goes out. You can also have Claude draft the posts for you.
The odd one out, and the interesting one. Every other Campaign reaches people you already have. A Web Campaign brings new people in — somebody downloads your eBook and arrives in your database as a Web Lead, already tagged.
Every Campaign filters your database by your own codes: Client Type, Client Rating Type, Lead Type, and any custom fields you have named.
So a Campaign is never “everyone”. It is exactly the people you meant — which is what separates a Campaign from a mass email, both in the results and in how your Clients feel about receiving it.
It also means the value you get out of Campaigns depends on how well your records are coded. See Overview of Database Management.
Worth knowing early, because it surprises people: your email templates are one library, not a Campaign feature. The same template can go out from an Email Campaign, from a Workflow, or from the Emails tab on somebody’s record.
Which is why the menu offers them in three places — Campaign Management, Workflow Management and User Settings. Same list, three doors.
Code first, campaign second. An hour spent tagging records is worth more than any amount of clever copy. Untagged records can only ever receive the generic version.
Start narrow. Your best Campaign is usually to a small, well-chosen list. Send to everybody and you learn nothing about what worked.
Name Campaigns so you recognise them in a year. The month and the point, not “Campaign 3”.
Pick the channel that suits the message. Texts get read, and cost goodwill if overused. Email carries detail. Social reaches people who are not yours yet.
Let people leave. Opt-outs are honoured automatically and every email carries a one-click unsubscribe. A list people can leave is a list worth having.
No. Most practices live in Email and ignore the rest until they need them.
The filters you set on it — Database Type first, then your own codes.
Yes, and that is the point. Its Campaign Type decides which places.
A Campaign sends the same message to a filtered group. A Workflow runs a sequence for one person, triggered by something they did.
Yes. Anyone who opts out is skipped, and every email carries an unsubscribe link.
In your database as Web Leads, tagged with whatever codes you set on the Campaign.
Everyone in your database, reachable from one place. Campaign Management, and there are four kinds. Email, Text, Social, and Web.
Email Campaigns has three parts. Campaigns, Templates, and Signatures. The template is what you say, the signature is how you sign off, and the Campaign decides who hears it. Your templates are shared. The same one can go out from a Campaign, from a Workflow, or from the Emails tab on somebody’s record.
Text Campaigns works the same way. Campaigns, and Templates. A short message, straight to a phone.
Social Campaigns covers ten channels. Facebook, X, Instagram, LinkedIn, Pinterest, Google Business, Threads, TikTok, YouTube and Reddit. Each one has an Accounts page, where you connect your account, and a Campaigns page, where you plan what goes out.
And Web Campaigns work the other way round. Every other Campaign reaches people you already have. This one brings new people to you. Somebody downloads your eBook, and lands in your database as a Web Lead.
All four filter by your own codes. Client Type, Rating, Lead Type, and your custom fields. So a Campaign is never everyone. It is exactly the people you meant.
Free plan · no credit card · set up in a couple of minutes.
Start free