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Creating an Email Campaign in Pipeline CRM

Create and send targeted emails to your leads or members using Smart Lists to ensure the right message reaches the right audience at the right time.

Written by Pipeline Solutions Support
Updated today

Best practices

  • Use batch scheduling, especially for new Pipeline Sync accounts

  • Keep emails short

  • Include one clear action

  • Avoid overloading with information

How to create a campaign

  1. Go to Marketing β†’ Emails

2. Click Campaigns β†’ Create Campaign or New

3. Start a campaign from scratch or use a template

4. Select Design Editor

5. Design your email and then click Send or Schedule

Sender Name: Studio Name

Sender Email: Studio Email (be sure to verify it first)

Set a custom reply-to address for this campaign: leave unchecked if you've already set your reply-to address

Subject Line: Something catchy

Preview Text: what the recipient will see as a preview of the email

6. Click Send to Smart List

7. Click the plus sign and select your Smart List from the menu

Alternatively, you can select Choose Contacts to select contacts individually

It's recommended to leave the Additional Settings toggled off, tracking clicks can reduce deliverability

8. Once your recipient list is set, click Review and Send

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