Email campaigns in Tribe CRM help you communicate with specific groups of relations in a structured and compliant way. They are useful for sharing updates, offers, or important information while keeping opt-outs and history centrally managed. You might use campaigns as part of your marketing or customer communication process. By following this guide, you will be able to create, send, and monitor an email campaign from start to finish.
Table of Contents
What Does An Email Campaign Do?
Why Or When Should You Use Email Campaigns?
How Does Opt-Out Work In Tribe CRM?
Step By Step Instructions
Creating Advanced Campaign Selections
What Statistics Are Recorded?
Tips To Avoid Spam Filtering
Quick Summary
What Does An Email Campaign Do?
An email campaign allows you to send targeted emails to a selected group of relations directly from Tribe. Campaigns are linked to relation records, so sent emails and opt-outs are stored automatically. This keeps communication history complete and up to date within your CRM.
Why Or When Should You Use Email Campaigns?
You should use email campaigns when you want to contact many relations with the same message. Common uses include sharing offers, announcements, or informative updates. Campaigns help you stay compliant with email regulations while maintaining a clear overview of engagement.
How Does Opt-Out Work In Tribe CRM?
Every campaign email includes an unsubscribe option by default. Relations can opt out of all campaigns or only specific categories that you define.
To manage opt-out categories:
Navigate to Configuration.
Select Campaigns.
Click Add Emailing Opt-Out Category.
Enter a category name.
Click Save.
You can also customise the opt-out page layout via Emailing Opt-Out Layout, where categories and the save option are added automatically.
Step By Step Instructions
Click the Plus Icon in the top bar or the campaign widget and select Campaign.
Enter the Internal Subject for identification.
Enter the Sender Email Address shown to recipients.
Enter the Email Subject as seen in the inbox.
Select an Email Category Opt-Out if applicable.
Enable Use Relationship Manager As Sender if required.
Select the relations for the campaign using predefined selections or filters.
Add filters to refine the selection, such as relation type, status, or email availability.
Create the email content using the editor to add text, images, links, and styling.
Send a test email by selecting a relation, such as yourself.
Choose Send Now or schedule a date and time.
Click Save to confirm and schedule or send the campaign.
Note: Domain registration must be completed before sending a campaign.
Creating Advanced Campaign Selections
You can base campaigns on activities or involved relations. For example, you can select contacts linked to won sales opportunities or contacts involved in projects with a specific role. These selections are made by choosing an activity or involved option and applying filters such as phase or role.
Did you know?
If two campaigns are scheduled for the same time, they are sent one after the other, not simultaneously.
What Statistics Are Recorded?
Tribe records campaign performance across several categories: delivered, opened, clicked, undeliverable, spam, unsubscribed, and queued. Each statistic is linked to the relevant relation, allowing you to review engagement directly from the campaign overview.
Tips To Avoid Spam Filtering
Use personalised content to keep emails unique. Avoid excessive capital letters, punctuation, and common spam words in subject lines. Balance text and images, limit HTML and outgoing links, and keep campaigns below very large volumes where possible.
Quick Summary
Email campaigns in Tribe CRM let you send targeted messages while keeping opt-outs and history organised. You can create selections, design content, test emails, and schedule delivery in one guided process. Campaign statistics help you track engagement and improve future communication.