Build a campaign
The New Campaign builder — starting from a template, writing the email with personalization placeholders, and segmenting recipients with a live count.
New Campaign (from the Campaigns list) opens the builder — "Draft, segment recipients, and ship — all on one canvas." It is one page with three cards; Create Campaign saves and opens the new campaign's detail page, and Cancel returns to the list.
Start from Template
The first card, Start from Template ("Choose a template to pre-fill your campaign"), lists ready templates. Picking one fills the name, subject, body, and a suggested recipient filter — all still editable.
Campaign Details
- Campaign Name — an internal name (e.g. "Q1 Rate Update").
- Email Subject — the subject recipients see.
- Email Body — the message. Use the placeholders
{{firstName}},{{lastName}}, and{{company}}to personalize each send.
Recipients
Segment who receives the campaign — the filters combine:
- Account Types — toggle SHIPPER, CONSIGNEE, CARRIER, AGENT, VENDOR, CUSTOMER.
- Minimum Account Score — include only accounts at or above a health score (0–100).
- Opportunity Stages — toggle LEAD, QUALIFIED, PROPOSAL, NEGOTIATION, CLOSED WON, CLOSED LOST.
A live tile shows how many recipients match as you adjust the filters, and Preview (first 5) lists sample recipients with their name, email, and account so you can sanity-check before saving.
New campaigns save as Draft — review and track them on the campaign detail page.
Related
- Campaigns — the list and KPI tiles
- Campaign detail — status, results, and metrics
Campaigns
Email marketing campaigns — KPI tiles, the status filter, and the New Campaign builder with templates, personalization, and recipient segmenting.
Campaign detail and results
The campaign detail page — status lifecycle, delivery results, the email template preview, and cancelling or deleting a campaign.