Email a segment. Watch what happens next.
Draft a campaign against a saved-view segment of your contacts, send it, and track every message's delivery and open state — no separate email tool to reconcile.
Campaigns start as a draft: a name, a subject line, a body, and a segment defined with the same filter syntax as a saved contact view (for example, contacts where kind = prospect). When you send, GENECRM resolves the segment to every matching contact with an email address, fires one tracked message per recipient, and flips the campaign to sent — permanently; a sent campaign can't be re-sent, so there's no risk of double-emailing a list. Every recipient message is logged as an EmailMessage with its own open-tracking token, and the campaign records how many contacts it went to, right next to the draft you started from.
Segment with filters, not a separate list export
A campaign's audience is defined with segment_filters — the same field/operator/value filter syntax used by saved contact views. There's no separate "mailing list" to keep in sync: the segment is evaluated against live contact data at send time.
- Filter on any contact field — kind, source, company, custom fields, and more
- Only contacts with an email address on file are included in the send
- The audience is resolved fresh at send time, so it reflects your latest data
Draft, then send — once
A campaign is a draft until you explicitly send it. Sending is a one-way action: GENECRM resolves the segment, sends to every match, and marks the campaign sent with a timestamp and recipient count, so a send can't accidentally be triggered twice.
- Create as many drafts as you want before committing to a send
- Sending records sent_count and a sent_at timestamp on the campaign
- A campaign already marked sent can't be sent again
Delivered through your Mailjet connector
Campaign sends go out through the tenant's Mailjet connector — the same connector used for drips and transactional email — so delivery, sender identity, and authentication are configured once and reused everywhere email leaves the app.
- Uses the Mailjet Send API v3.1 with your connected API key and from-address
- With no connector connected, a campaign send is refused outright rather than logged as if it had gone out
- The same connector powers /v1/email/send and drip sequences, not just campaigns
Open tracking on every message
Each recipient email carries its own open-tracking pixel, so you don't have to leave the CRM to know whether a given message landed. The campaign itself records how many contacts it went to, next to the subject line and segment that produced them.
- sent_count reflects how many messages your email provider actually accepted, not how many were attempted
- Each message stamps its own opened_at the first time its pixel loads
- Every send is written to the audit log (campaign.created, campaign.sent)
- Announce a product update to every prospect in a given stage or source
- Re-engage a segment of contacts who haven't been touched in a while
- Send a one-time offer to contacts matching a custom-field value
Campaigns — common questions
With segment_filters — the same filter syntax as a saved contact view (field, operator, value). At send time, GENECRM resolves that filter against your live contacts and only includes ones with an email address.
Not the same campaign — once sent, it's locked and can't be re-sent. Duplicate the draft (or create a new campaign) if you want to email the same segment again.
Your tenant's Mailjet connector, via the Mailjet Send API. It's the same connector that powers drip sequences and one-off emails, so you configure sender identity once.
Each recipient's email includes a unique open-tracking pixel. When their mail client loads it, GENECRM stamps that individual message as opened, so open state is visible per message on the recipient's record.
The send is refused. GENECRM returns an error asking you to connect a provider under Integrations and send again, rather than marking the campaign sent having reached no mail server. Drafts, segments, and previews all still work in the meantime.