CRM
Run email marketing campaigns
Send email blasts to mailing lists and track opens and clicks from your CRM.
Beyond one-to-one replies, your CRM lets you send broadcasts to many contacts at once and see how they perform.
Find email marketing
Open Email Marketing from the menu. It's organized into tabs:
- Blasts: one-off campaigns sent to an audience
- Sequences: automated drip campaigns (see Set up email sequences)
- Lists: the mailing lists you send to
Build a mailing list
On the Lists tab, click New List, then add people to it. Add Contacts picks them from your CRM, and Import lets you paste email addresses (one per line, or name and email) straight into the list. Anyone you import who is not already a contact becomes one.
A list can also fill itself. When you create or edit a list, choose who gets added automatically: people who submit a form, buy a product, book an appointment, pay an invoice, or get a certain tag. A paid invoice adds its contact once, and never someone who has unsubscribed. You can do the same with the Add to Mailing List action in automations.
Send a blast
On the Blasts tab, click New Blast. Pick a template style, or No Template (Plain), then give the blast a name and choose who it goes to under Send To: all contacts with an email address, a mailing list, or contacts with a specific tag. Write your subject and message, or click AI Draft if you would rather not start from scratch.
Click Preview Blast, then Create Blast to save it. The blast then sits in your list, where Test sends a copy to you and Send sends it to everyone in the audience after you confirm. Scheduling a blast for later is not available yet, so a blast goes out when you send it.
Track opens and clicks
After a campaign goes out, check its stats to see opens and clicks. Use what you learn to refine your next send. For a fuller picture across your account, see Generate reports and analyze data.
Sending setup
Blasts go out through your own email setup, never through Noli. For bulk sending, connect a sending provider: in CRM Settings, under Bulk Email (ESP), pick Resend, SendGrid, Mailgun, or Amazon SES and paste your own API key. There are step-by-step Resend and SendGrid walkthroughs built into that screen, and it is also where you set your sending domain and add the addresses you send from.
If you have not connected a provider, blasts go out from the email account you connected to your CRM. With neither connected, nothing is sent until you connect one.