Campaigns

Campaigns in Business App are multi-step email marketing sequences you design, schedule, and send to targeted CRM contacts and lists. You can personalize content, automate timing, and track sends, opens, clicks, and unsubscribes to improve results.

Use campaigns to send sequences of emails to contacts associated with your companies, nurture relationships, and announce promotions from within the CRM.

Why use Campaigns?

• Reach the right audience with targeted, list-based sends
• Automate multi‑step email sequences without manual follow‑ups
• Personalize content with merge fields and dynamic logic
• Track performance with sends, opens, clicks, and unsubscribes

What you can do

• Build emails in a visual editor using templates and content blocks
• Create multi‑step campaigns with delays
• Send to specific contacts and lists associated with your companies
• Add listing and review links, like your Facebook Page, as merge fields
• Pause, resume, or edit campaigns before publishing
• Preview and test campaigns as a specific account
• Monitor how many marketing emails have been sent during the current billing period using the progress bar at the top of the Campaigns page

How do I create a campaign?

1. Go to Campaigns
2. Select Create campaign
3. Choose a template or start from blank
4. Add your emails, delays, and audience
5. Preview, then publish when ready

Need inspiration?

Check out our Campaign Examples for ready-to-use nurture sequences across different industries.

Add listing and review links with merge fields

Use merge fields to add links to your business's online listings directly in campaign emails, making it easy for recipients to visit your pages or leave a review.

Available listing merge fields include:

• Facebook Page URL — pulled automatically from the Social tab of your Business Profile
• Other listing URLs, such as a Google Business Profile or additional review page link — available as merge fields once the matching custom field is set up for your account

To add one, open the email you're editing in the campaign builder, then insert the merge field where you want the link to appear.

note

Listing merge fields resolve directly from your account, so real links appear in preview right away—no need to select a specific contact first.

Troubleshooting

Setup

• Ensure campaigns are enabled for your account
• Set your business mailing address in Administration > Business Profile
• Configure sender settings in Administration > Email Configuration

Delivery

• Authenticate a custom domain (SPF/DKIM/DMARC) for better inbox placement
• Reduce image‑to‑text ratio; simplify templates and links
• Send to engaged segments; clean unengaged contacts

Testing

• Send a test email and verify links and merge fields
• If a landing page button fails in tests, verify the target URL and account context
• Preview as a specific contact before publishing

Frequently Asked Questions (FAQs)

How many emails can I send in a month?

A business can send up to 10,000 emails per month by default. Additional email sending may be available for purchase. You can track how many marketing emails have been sent during the current billing period using the progress bar at the top of the Campaigns page.

Is there a daily sending limit?

Yes. Even with purchased email allotments, there is a maximum daily quota of 300,000 emails per day per business. This limit resets every 24 hours.

Can I add a Contact to an active campaign?

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

How do I preview a campaign as a specific account?

Use the Preview option in the campaign builder to select a contact and see merge fields and links as your recipients would.

Where do I change the From name and email?

Go to Administration > Email Configuration to configure the default sender name and email used by campaigns. See: Email Configuration

Why can't I create campaigns yet?

If you see a message that campaigns aren’t set up, reach out to your administrator to enable the feature for your account.

How do I build my audience for a campaign?

Create segments in CRM > Lists using static or smart lists, then select your list when configuring the campaign audience. See: Lists

Can I start a campaign from the Contacts table?

Yes. From a contact profile, use the Campaigns section to schedule, pause, or resume campaigns. See: Contacts

Can form submissions add people to campaigns?

Yes. Build an automation that triggers "When a form is submitted" to add the contact to a campaign or start a nurture workflow. See: Forms and Automations

Why does a listing merge field show a placeholder instead of a link?

The Facebook Page URL fills in automatically once your Business Profile is complete. Other listing merge fields depend on a custom field being set up and filled in for your account—reach out to your administrator if a link isn't appearing correctly.

Why am I seeing consent validation errors when adding recipients to a campaign?

If your account has the email marketing consent setting enabled, campaigns require explicit marketing consent before a contact can be added. When this setting is on, any recipient missing email or SMS consent triggers a validation error. You can review and update consent settings in Administration > Email Configuration. Contacts need to have consent recorded on their profile before they can receive campaign emails.

Why am I seeing a warning about my service area business when sending a campaign?

If your Business Profile is marked as a Service area business and doesn't have a Physical address on file, a warning banner appears on the Send campaign page. Add a physical address in Administration > Business Profile to remove the warning. You can dismiss the banner, but it may appear again later.