Email campaigns
Sending accounts (Gmail, Microsoft 365, your domain or SMTP), who may send, the drag-and-drop builder, templates and HTML, audiences, the deliverability check, test sends, scheduling, unsubscribes and what the analytics can and cannot tell you.
Connect a sending account
Gmail, Microsoft 365, your own domain or any SMTP mailbox: how emails leave CRM Dost, who may connect an account, and what to sort out before the first campaign.
Design an email in the builder, or bring your own HTML
The drag-and-drop builder, the template gallery, your picture library, pasting your own HTML, merge tags, and what happens when you press Send.
Build and save an audience
Turn a lead filter into a named audience you can send to any time, and why the recipients are worked out at the moment you send.
Send a test and run the deliverability check
See the email as a lead will, and fix the problems that get email clipped, rejected or filtered before it goes out.
Read email analytics: opens, clicks and what they can't tell you
How each number is measured, why opens are approximate, and how to use the per-recipient results under Campaigns.
Schedule an email
Send once at a later time or on a repeating schedule, and what is checked again before every scheduled send.
Unsubscribes, service messages and sender reputation
How opting out works, marketing emails versus service messages, and the habits that protect your sender reputation.
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