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 Create 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

Track performance in the campaign Report: opens, clicks, unsubscribes, and bounces. With Pro you can also resend to non-openers, run an A/B test, and view advanced reports.