Marketing Campaigns
Create, schedule, and send email campaigns to your CRM contacts.
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. Every campaign tracks opens, clicks, bounces, unsubscribes, and revenue from closed-won deals attributed to the send.
Creating a Campaign
- Navigate to Marketing > Campaigns
- Click New Campaign
- Enter a campaign name, subject line, from-name, and from-address
- Choose your audience — a segment (live query) or a list (static)
- Choose a template or build the email from scratch in the editor
- Configure send time — send immediately or schedule for a future date and time
- Click Review to see a final summary, then Send or Schedule
Campaign Editor
The drag-and-drop editor uses content blocks. Available blocks:
| Block | Purpose |
|---|---|
| Heading | Section title with size and alignment controls |
| Text | Paragraph content with rich text formatting |
| Image | Inline image with alt text and link |
| Button | Call-to-action link with color and size options |
| Divider | Horizontal rule for visual separation |
| Spacer | Vertical whitespace |
| Social Links | Row of social platform icons with links |
| Unsubscribe Link | Required legal footer — Workestra inserts this automatically if omitted |
Plain-text mode — toggle to edit the plain-text version of the campaign, which is sent alongside the HTML for email clients that prefer it.
Personalization variables — insert dynamic content using double-brace syntax:
{{first_name}}— recipient's first name{{company_name}}— recipient's company{{custom_field.X}}— any CRM custom field by its key
A/B Subject Line Testing
Enable A/B testing on the subject line to find the highest-performing variant before sending to your full audience:
- Toggle A/B Test on in the campaign setup
- Enter up to 3 subject line variants
- Set the sample size — percentage of the audience per variant (default: 20% each)
- Set the winner metric — Open Rate (default) or Click Rate
- Set the wait window — time to gather data before declaring a winner (default: 4 hours)
After the wait window, the best-performing variant is automatically sent to the remaining audience.
Campaign Statuses
| Status | Meaning |
|---|---|
| Draft | Being built; not sent |
| Scheduled | Set to send at a future time |
| Sending | Currently in delivery |
| Sent | Delivery complete |
| Paused | Manually paused mid-send |
Analytics Per Campaign
Open a campaign and click Analytics to see:
| Metric | Description |
|---|---|
| Opens | Total opens and unique opens |
| Clicks | Total clicks, unique clicks, and a click map showing which links were clicked |
| Bounces | Hard bounces (invalid address) and soft bounces (temporary failure) |
| Unsubscribes | Contacts who opted out via this campaign |
| Spam Complaints | Contacts who marked the email as spam |
| Revenue Attributed | Value of closed-won deals linked to this campaign via last-touch attribution |
Revenue Attribution
When a campaign recipient closes a deal within the attribution window (default: 30 days, configurable in Marketing Settings), the campaign is tagged as the last-touch source. The campaign analytics view shows:
- Total attributed revenue (€)
- Number of deals attributed
- Conversion rate (recipients who became customers)
Always include an unsubscribe link in every campaign. Workestra automatically inserts one if you forget, but the placement may not match your design. Add the Unsubscribe Link block manually to control where it appears.
Unsubscribes
When a recipient unsubscribes via a campaign link:
- The contact is added to the workspace suppression list
- Future campaign sends to that contact are blocked automatically
- The contact's
marketing_opt_outfield in CRM is set totrue - The contact is not deleted — all CRM data is preserved
Related
- Segments — Build the audiences you send campaigns to
- Templates — Reusable layouts that power campaign design
- Marketing Settings — Configure ESP, attribution window, and suppression list