Campaigns Overview

What Are Campaigns?

Campaigns are a powerful feature within your CRM that allow you to automate marketing and communication sequences for your contacts. They help you engage leads, nurture relationships, and drive conversions through scheduled emails, SMS messages, and other actions.

Getting Started with Campaigns

To begin using Campaigns, you first need to create a campaign and then add leads to it. Campaigns can be triggered based on specific conditions or added manually, giving you flexibility in how you manage your audience segments.

Note on Workflows

Workflows are now available in all accounts and offer a unified builder that includes all the functionality of Campaigns and more. You can create sophisticated automation sequences with greater ease and control using Workflows.

For more information on how to leverage Workflows for your automation needs, please refer to the Workflows section in your CRM's help resources.