📝 Overview

Campaigns in TeamUp Marketing Suite are multi-step email sequences you can design, schedule, and send to targeted contacts and lists. Use them to welcome new members, win back lapsed customers, announce promotions, and keep your audience engaged, all without manual follow-ups.

This guide covers creating a campaign, choosing your audience, sending limits, and tracking performance.

🛠️ Creating a Campaign

Campaigns are built in a visual editor using templates and content blocks, so you don't need any design experience to send professional-looking emails. To create one, head to Campaigns in the sidebar.

Click the arrow to learn how to create a campaign

🚶🏻‍➡️ Step-by-step

Go to Campaigns in the sidebar.
Click Create campaign.
Choose a pre-built template or start from blank. Templates are the quickest way to get going.
Add your emails, set the delays between each step, and choose your audience.
Preview and test the campaign, then publish when you're ready.

🎯 Choosing your audience

Campaign audiences are built from your lists. Create your segment in CRM ➜ Lists first (a static or smart list), then select that list when configuring the campaign audience. You can also schedule, pause, or resume campaigns for an individual person from the Campaigns section of their contact profile.

🔬 Personalising and testing

You can personalise content with merge fields, so each email greets the recipient by name and reflects their details. Before publishing, use the Preview option in the campaign builder to view the email as a specific contact, and send yourself a test email to check the links and merge fields.

📧 Email Sending Allowance

Your account includes a monthly email allowance for campaigns.

💡 You can send up to 10,000 campaign emails per month.

🔴 Reviewer note: Whether additional email allowance can be purchased, and how limits are displayed when a business approaches them, is not yet confirmed. Leave out until verified.

⚙️ Sender Settings

Before sending your first campaign, it's worth checking your sender details so emails arrive looking right and land in inboxes reliably.

Set your default sender name and email in Administration ➜ Email Configuration.
Set your business mailing address in Administration ➜ Business Profile. This appears in your email footers.

⚠️ If your emails aren't being delivered as expected, check Administration ➜ Email History to review sent emails and their statuses. Authenticating a custom sending domain can also improve inbox placement.

📊 Tracking Campaign Performance

Once a campaign is live, you can measure how it's performing. Campaign reporting covers sends, opens, clicks, and unsubscribes, so you can see what's resonating with your audience and improve your results over time.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

Can I add a contact to a campaign that's already running?

Click the arrow to see the answer

Yes. You can add eligible contacts or lists to an active campaign. New recipients start from the beginning of the sequence.

Can a form submission add someone to a campaign automatically?

Click the arrow to see the answer

Yes. Build an automation with the "When a form is submitted" trigger, then add a step that adds the contact to your chosen campaign. This is a great way to start a welcome sequence the moment a lead comes in.