Creating a Campaign

A campaign is a one-off email sent to a chosen audience, such as a newsletter, an announcement, or a promotion. For automated, recurring follow-ups use Sequences or Automations instead.

Step by step

1. Go to Campaigns then New Campaign.
2. Audience: pick the lists and tags to send to. PrimoCRM shows the resolved recipient count and automatically excludes unsubscribed, bounced, and complained contacts. See Contact Status.
3. Subject and sender: write the subject line and confirm the from-name and from-address. You can personalize the subject, for example Your July update, {{contact.first_name}}.
4. Design: build the email in the editor or start from a saved template. Insert smart codes for per-recipient values.
5. Test: send a test to yourself and open it in a real inbox to check rendering, links, and personalization.
6. Send or schedule: send immediately, or pick a future date and time.

How sending works

PrimoCRM never sends the whole list in one blocking request. A campaign is queued and delivered by a background worker in throttled batches that respect your mailer’s limits. This means:

• Large sends do not time out or crash the request.
• Sending honors your host’s and provider’s rate limits.
• You can watch progress on the campaign screen while it sends.

For provider setup and inbox-placement guidance, see Sending and Deliverability.

Personalization

Any smart code works in the subject and body. Common examples:

Subject: {{contact.first_name}}, your cart is waiting

Body:
Hi {{contact.first_name}},
Thanks for being with {{crm.business_name}}.

Every marketing email includes the required unsubscribe link automatically. Keep it in place to stay compliant.

Scheduling

Choose a future date and time to schedule a campaign. Scheduled campaigns sit in a queued state and begin sending at the chosen time through the same background worker.

After sending

Open the campaign from the Campaigns list to see how many emails were sent, opened, clicked, and failed, recipient by recipient. See Reports. With Pro you can also resend to non-openers, run an A/B test, and view advanced reports.