BeigeCRMGUIDE

Communication

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Campaigns

A campaign sends one email to a list of recipients and then tracks what happened to it. Where My Email is one-to-one correspondence, campaigns are one-to-many: a newsletter, a product announcement, a re-engagement push.

Campaign list showing name, type, status, and send statistics
Campaign list showing name, type, status, and send statistics

Campaign types#

TypeUse
NewsletterRegular sends to a subscribed audience.
PromotionalOne-off offers and announcements.
DripA sequence delivered over time.
TransactionalTriggered, per-recipient mail rather than a broadcast.

Statuses#

A campaign moves through: DraftScheduledSendingCompleted. Two other states can interrupt that: Paused (you stopped it mid-send and can resume) and Cancelled. A campaign that fails to send lands in Failed.

You can edit a campaign while it's in Draft or Scheduled. Once it's sending, editing is closed — the only controls are pause and resume.

Building and sending#

A campaign needs a name, a subject, a from address and reply-to, the audience, and the body. Before the real send, Send test delivers a copy to an address you choose so you can see it in a real client rather than a preview pane.

Screenshot pending · campaign-detailCampaign detail page with delivery stats and recipient breakdown
Campaign detail page with delivery stats and recipient breakdown

What gets tracked#

Once sending starts, the campaign page reports recipients, sent, opened, and clicked, with open rate, click rate, and bounce rate derived from those.

If some recipients fail, Retry Failed re-attempts only those, rather than resending to everyone who already received it.

Duplicating#

Duplicate copies a campaign's content and settings into a fresh draft — the usual way to run a monthly newsletter without rebuilding it each time.

Last updated Wed Aug 05 2026 00:00:00 GMT+0000 (Coordinated Universal Time)