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Marketing campaign software connected to your CRM

Reach the Right Audience With Campaigns You Can Measure

Design and schedule email broadcasts, coordinate WhatsApp and SMS follow-up through workflows, personalize every message with CRM data, and understand what drives engagement from one connected platform.

Reusable campaign templatesDynamic CRM segmentationEngagement and deliverability reporting

Campaign

Autumn growth campaign

● Scheduled
EMAILWHATSAPPSMS

12.4k

Audience

98%

Delivered

42%

Opened

9.6%

Clicked

Connected campaign channels

Choose the channel that fits the message and moment

Use one-time email campaigns for broadcasts and workflows for triggered, multi-step communication across supported channels. The customer record keeps the audience context connected.

Email campaigns

Send newsletters, announcements, promotions, launches, updates, and targeted one-time broadcasts immediately or on a schedule.

WhatsApp marketing

Use approved WhatsApp templates for supported business-initiated communication and workflows for timely, personalized follow-up.

SMS campaigns

Reach properly opted-in contacts with concise offers, reminders, updates, and workflow-based sequences through connected messaging.

Automated journeys

Combine messages, waits, conditions, CRM updates, internal notifications, and sales actions into a coordinated customer journey.

Email marketing campaign builder

Create on-brand emails without rebuilding every message

Start from a saved or library template, use the visual editor for content and layout, personalize supported fields, and preview the result on desktop and mobile before sending.

Visual email builder

Create layouts with supported content elements, global appearance controls, mobile formatting, and reusable sections.

Templates and reusable content

Standardize newsletters, promotions, announcements, and recurring content so the team starts from an approved foundation.

Dynamic personalization

Use contact fields, custom values, merge fields, fallback text, links, and supported dynamic content to keep messages relevant.

Preview and test

Review layout and content, send a test email, and check desktop and mobile presentation before launch.

PREVIEW

ELEMENTS

A better way to grow

Hi {{contact.first_name | there}},

Your next opportunity is ready. Explore the details and choose the best next step.

Campaign audience

INCLUDE

ANDTag is Active Lead
ORLast email opened within 30 days
ORCountry is UAE

EXCLUDE

DND or unsubscribed
Ready recipients8,426

Campaign audience segmentation

Build audiences from live CRM data—not disconnected spreadsheets

Target or exclude contacts using supported contacts, tags, Smart Lists, saved segments, fields, location, activity, and engagement. Combine AND/OR logic so every campaign has a clear audience.

Reusable, dynamically updating segments
Include and exclude rules
Engagement and activity filters
Tags, contact fields, and location
Smart Lists and prebuilt segments
Valid-contact and subscription filtering

Flexible campaign scheduling

Send now, schedule ahead, or control delivery in batches

Choose a delivery method that matches the campaign. Schedule for the location timezone, spread larger sends across controlled batches, or use supported data-driven recommendations when the account meets eligibility requirements.

Send now

Launch a prepared one-time email broadcast to the selected audience.

Schedule

Choose a future date and time, verify the timezone, and reschedule within supported limits.

Batch delivery

Control batch quantity, interval, sending days, and active hours to distribute delivery over time.

Smart Send

For eligible regular email campaigns, use recent engagement history to recommend a stronger delivery time.

WhatsApp and SMS workflow campaigns

Continue the conversation beyond the inbox

Use workflows to coordinate compliant follow-up through connected WhatsApp and SMS channels. Personalize content, wait for a reply, branch based on engagement, update the CRM, and notify the right team member.

Approved WhatsApp templates for supported outbound use
Manual WhatsApp text within an eligible conversation window
Wait for WhatsApp reply before continuing
Channel-specific DND and opt-out handling
Personalized SMS and WhatsApp workflow actions
Consent, registration, provider, and policy controls

New lead follow-up

WhatsApp workflow

Hi Maya, thanks for requesting the guide.
Would you like help choosing the right plan?
Yes, please
Reply detected → sales task created

Multichannel marketing automation

Turn a campaign into a customer journey

Campaigns handle focused broadcasts. Workflows handle ongoing journeys. Use triggers and conditions to react to form activity, engagement, appointments, purchases, replies, tags, pipeline changes, and other supported CRM events.

1

Audience enters

2

Email delivered

3

Wait and evaluate

4

Branch by click or reply

5

WhatsApp or SMS follow-up

6

CRM and sales action

Conditional paths

Change the next step based on opens, clicks, replies, field values, tags, appointments, or other supported signals.

Internal coordination

Create tasks, assign owners, alert the team, and keep the sales process aligned with campaign engagement.

Tracked actions

Use supported link tracking, UTM parameters, trigger links, and action tags to connect engagement with the next step.

Bulk workflow enrollment

Add an existing CRM audience to a published workflow immediately, on a schedule, or through supported drip mode.

Email campaign optimization

Test ideas, learn from behavior, and improve the next send

Use supported A/B tests to compare subject lines or email content, choose the winning signal, and send the selected variation to the remaining audience. Then review contact-level and aggregate performance.

Test subject lines for unique opens
Test email content for unique clicks
Compare supported variations and sample sizes
Use open or click rate as winning criteria
Review link-level click performance
Export supported recipient-level results

Subject line experiment

A41%

A — A smarter way to manage leads

B48%

B — Your CRM should do more

Variation B+18% unique opens

Analytics

Campaign performance

98%

Delivered

42%

Opened

9.6%

Clicked

3.4%

Conversion

Campaign analytics and email health

Understand delivery, engagement, conversion, and risk

Monitor the supported metrics that explain whether a campaign reached the audience and inspired action. Use the detail view to investigate individual recipients, compare top-performing emails, and protect sender reputation.

Recipients and delivery rateUnique opens and clicksReplies and conversionsSoft and hard bouncesUnsubscribes and complaintsTop emails and performance trends

Healthy sending begins before launch

Verify the sending domain, send only to appropriate and consented contacts, honor DND and opt-outs, preview and test content, monitor bounces and complaints, and follow the applicable email, SMS, and WhatsApp policies.

Marketing campaign use cases

Support the moments that move customers forward

1

Newsletters and product updates

Share useful content, company news, feature releases, and educational resources with the right segment.

2

Promotions and launches

Coordinate a scheduled announcement, track interest, and follow up with engaged contacts.

3

Lead nurture

Educate new leads through a workflow and change the path when someone clicks, replies, or books.

4

Event and webinar promotion

Invite relevant contacts, send reminders, and follow up after registration or attendance.

5

Appointment campaigns

Promote availability, confirm bookings, reduce no-shows, and re-engage contacts who did not book.

6

Customer reactivation

Target inactive or lapsed contacts with a relevant offer while respecting consent and channel preferences.

Marketing campaign FAQ

Common questions

What is the difference between campaigns and workflows?+

Regular email campaigns are one-time broadcasts sent immediately or at a scheduled time to a selected audience. Workflows are triggered or enrolled multi-step journeys that can include email, SMS, WhatsApp, waits, conditions, CRM updates, and other supported actions.

Can Lead Connector send WhatsApp marketing campaigns?+

Connected WhatsApp accounts can use approved templates for supported business-initiated messages and WhatsApp actions inside workflows. Free-form messages are subject to the applicable conversation window, while onboarding, consent, template approval, DND, provider charges, and Meta policies still apply.

How can I target the right email audience?+

Build segments with supported contacts, tags, Smart Lists, prebuilt segments, fields, location, activity, and engagement. Include or exclude criteria and combine conditions using AND/OR logic.

Can I schedule or stagger an email campaign?+

Yes. Supported delivery options include Send Now, scheduling for a future date and time, and batch scheduling that controls the batch size, interval, active days, and sending window. Availability can vary by campaign type.

Does Lead Connector support email A/B testing?+

Supported A/B email campaigns can test subject lines or content variations and use unique open or click rate to choose a winner. Audience minimums, test duration, variation limits, and compatible delivery methods apply.

Which email campaign metrics can I track?+

Depending on the sending provider and configuration, reporting can include recipients, delivered, opened, clicked, replied, conversions, bounces, unsubscribes, complaints, accepted, rejected, skipped, and failed messages. Some providers expose fewer metrics.

How does Lead Connector help with messaging compliance?+

The platform provides supported consent filtering, DND and opt-out controls, unsubscribe handling, domain verification, and delivery reporting. The business remains responsible for valid consent, message content, registrations, channel policies, applicable laws, and account configuration.

Connect every campaign to the customer record and the next action

Create stronger emails, coordinate multichannel follow-up, target live CRM audiences, and learn from every send without separating campaigns from the rest of your customer journey.

Choose your plan

Channel availability, templates, segmentation, Smart Send, A/B testing, metrics, rate limits, sending domains, WhatsApp windows, messaging registration, consent requirements, provider charges, and workflow behavior depend on the selected plan, integration, region, permissions, and account configuration.

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