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Communications· 1:02

How to Create and Send Email Campaigns

Create broadcast email campaigns, build your audience, compose your email, and track opens, clicks, and delivery from the Email Marketing tool.

Email Marketing lets you send broadcast emails to a targeted segment of your contacts, all from one place. Use it for newsletters, product announcements, client updates, or any message that needs to land with more than one person at once.

Campaigns are separate from transactional emails (the one-to-one messages you send from an opportunity or contact record). A campaign goes to many contacts at once and tracks opens, clicks, and bounces across the whole send.

Before You Start

Campaigns send via TrustPager Mail. You need an email configuration with TrustPager Mail set up before you can send. Check https://app.trustpager.com/settings/email. If you see a sending address there, you are ready to go.

Create a Campaign

Go to https://app.trustpager.com/growth/email-blasts. Hit New Campaign in the top right. A draft campaign opens straight away.

Compose Your Email

The campaign editor has several content fields:

  • Campaign Name (internal label, not visible to recipients)
  • Subject Line (required, this is what contacts see in their inbox)
  • Intro Text (optional one-liner shown above the main body)
  • Email Body (rich text editor, required before you can send)
  • Call to Action (optional button with a label and URL)

A footer reply button can be toggled on or off below the CTA fields.

Choose Your Audience

The Audience panel on the right controls who receives the campaign. Use the filter builder to target contacts by tag, pipeline, opportunity stage, or other criteria. A live count shows how many contacts match as you adjust the filters, so you can see exactly who is getting it before you send.

Only contacts with an email address are included. Contacts who have previously unsubscribed are excluded automatically (you can toggle this behaviour in the audience panel if needed).

Save a Draft

Hit Save Draft at any time to save progress without sending. Drafts stay on the campaign list with a Draft status and can be edited or deleted at any point.

Send Your Campaign

When your content and audience are ready, hit Send in the top right. A confirmation modal shows the campaign name, subject, and the number of contacts who will receive it. Hit Send Now to confirm.

The send cannot be undone. The campaign moves to Sending and then to Sent once all messages have been dispatched.

Track Results

Open any sent campaign from https://app.trustpager.com/growth/email-blasts to see:

  • Sent (total messages dispatched)
  • Delivered (confirmed inbox delivery)
  • Opened (unique opens tracked by pixel)
  • Clicked (link clicks inside the email)
  • Bounced (hard or soft bounces)
  • Unsubscribed (contacts who opted out from this send)

The recipients table below the stats shows each contact''s individual delivery status, open time, and click time. Per-contact tracking, not just totals. You know exactly who read it and who didn''t, so your follow-up list is right there.

The campaign list also shows aggregate open rate and bounce rate across all your sent campaigns at a glance.

Duplicate a Campaign

Sent campaigns cannot be edited, but you can duplicate any campaign to create a new draft with the same content and audience. Use the Duplicate action from the campaign list or the campaign detail page.

Troubleshooting

  • Send button is greyed out: you are missing a subject line, email body, or the email configuration has not been set up. Check https://app.trustpager.com/settings/email.
  • Audience shows 0 contacts: your filters are too narrow, or none of the matching contacts have an email address on record.
  • Campaign status is Failed: there was an issue with the email provider. The campaign can be deleted but not resent. Duplicate it and send the duplicate instead.
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