Campaigns

Campaigns let you send a single email to a large list of contacts at once (broadcast send).

Campaigns vs. Sequences

Creating a Campaign

1. Go to Campaigns → New Campaign
2. Name your campaign (internal name — contacts don't see this)
3. Choose a contact list — or create a new list from a filtered contact view
4. Write your email:
   • Subject line
   • From name and reply-to address
   • Email body (use the rich editor or paste HTML)
   • Include {{contact.firstName}} and {{unsubscribe_link}}
5. Preview — see how the email looks and check variable substitution
6. Send a test — enter your email to receive the actual email
7. Schedule or send:
   • Send now — sends immediately
   • Schedule — pick a date and time (respects your workspace timezone)
8. Click Send Campaign or Schedule

Contact Lists

A contact list is a saved group of contacts used for campaign sends.

Create a list from a filter:

1. Go to CRM → Contacts
2. Apply filters (e.g., "Stage = Lead, Created in last 90 days")
3. Click Save as List
4. Give the list a name

Manage lists: go to Campaigns → Lists to view, rename, or delete lists.

Dynamic vs. static:

• Lists are static at creation — the contacts in the list are snapshotted when you send
• To send to new contacts matching the same criteria, re-create the list from the filter

Scheduling

Campaigns can be scheduled for any future date and time.

Tips:

• Tuesday–Thursday outperforms Monday and Friday for B2B
• 9–11 AM in the recipient's timezone typically gets the best open rates
• Prerak sends at the scheduled time in your workspace timezone (set in Settings)

To cancel a scheduled campaign: go to the campaign → click Cancel Schedule.

Campaign Analytics

After sending, view metrics on the campaign detail page:

Hard bounced contacts are automatically marked emailBounced = true and excluded from future sends.

Unsubscribes

Every campaign email must include the {{unsubscribe_link}} variable. Contacts who click it are:

• Immediately removed from all future campaign sends
• Marked unsubscribed = true on their contact record
• Still visible in the CRM (not deleted)

You cannot override an unsubscribe from the UI — this is intentional for compliance.

Compliance Notes

• Always include a physical mailing address in your email footer (required by CAN-SPAM / GDPR)
• Always include {{unsubscribe_link}}
• Do not import purchased email lists — this violates Prerak's terms of service and damages deliverability