Marketing

The Marketing module runs email campaigns directly on your CRM contact database. No separate ESP subscription, no contact export — your segments are live queries against the same data your sales team works with. When a campaign recipient closes a deal, the revenue attribution flows back automatically.

What the Marketing Module Does

• Build campaigns with a drag-and-drop email editor — blocks, personalization variables, plain-text mode, and 20+ template designs
• Define AI audience segments in natural language — describe your audience and AI generates the filter conditions against your live CRM data
• A/B test subject lines — up to 3 variants with configurable sample sizes and auto-deploy of the winner
• Route delivery through your own ESP — Resend, SendGrid, or custom SMTP; your domain reputation stays with you
• Track revenue attribution from campaign to closed deal — last-touch attribution links campaign sends to closed-won deals
• Analyze performance without leaving the platform — opens, clicks, bounces, unsubscribes, and revenue in one view

How to Enable Marketing

1. Navigate to Settings > Modules
2. Find the Marketing card
3. Toggle it On
4. Navigate to Marketing > Settings and connect your email sending provider

Navigation

Core Concepts

Campaigns

A campaign is a single email send (or multi-step sequence) to a segment or list. Campaigns run through your connected ESP so your domain reputation stays with you, and every send is tracked for opens, clicks, bounces, and unsubscribes.

→ Campaigns Documentation

Segments

Segments are live queries against your CRM contact database. Unlike static lists, segments update automatically as your contact data changes — a contact who qualifies for a segment one hour before a scheduled send will be included. Define segments with the filter builder or AI natural language.

→ Segments Documentation

Lists

Lists are static snapshots of contacts for one-time sends or imported audiences. Use lists when you want a fixed set of recipients regardless of how CRM data changes, or when importing contacts from another platform.

Templates

Templates are reusable branded email layouts shared across your workspace. Build once with the drag-and-drop editor, version-control automatically, and use across as many campaigns as you need.

→ Templates Documentation

AI Features

• Natural-language segment builder — describe your audience ("accounts that haven't engaged in 30 days") and AI generates the filter conditions
• A/B subject-line suggestions — AI proposes subject variants scored against your historical open-rate data
• Revenue attribution — last-touch campaign tagging links sends to closed-won deals within a configurable attribution window
• Cmd+K search — semantic search across campaigns, templates, and segments

Getting Started

Quick Setup Checklist

• Enable Marketing module in Settings > Modules
• Connect your ESP in Marketing > Settings
• Verify your sending domain (SPF + DKIM records)
• Create your first email template in Marketing > Templates
• Build your first segment in Marketing > Segments
• Launch your first campaign

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Next Steps

• Campaigns — Create, schedule, and send email campaigns
• Segments — Build live CRM audience queries
• Templates — Reusable branded layouts
• Settings — ESP, domain, unsubscribe, and attribution configuration