Email & CRM
Send Campaigns, automate CRM Journeys, manage Contacts & Segments, and track email performance in the same workspace as your social marketing.
What’s included
The Email & CRM suite is available for all plans. Creating unlimited custom Segments, CRM Journeys, Design Templates and Content Templates is unlocked with Pro and Agency plans.
Email Campaigns
One-time broadcast emails sent to a Contact list or Segment are ideal for promotions, announcements, and newsletters. You can send with AI-Optimized Scheduling or for a specific date and time.
SMS Campaigns
One-time SMS blasts to opted-in contacts in an SMS Segment. Compose in the SMS editor with merge tags, then send now or schedule. Requires SMS setup and a connected store.
Automatic Emails (CRM Journeys)
Triggered email and SMS sequences that run automatically when a contact subscribes, places an order, abandons a cart, or matches another Journey trigger. Automatic emails are built as CRM Journeys on the Visual Journey Builder canvas (/email/journeys) — separate from one-time Email Campaigns.
How to Create Automatic Emails →
Automated CRM Journeys → (built-in templates and store triggers)
CRM Visual Journey Builder → (canvas, steps, activation)
Contacts & Segments
Your contact database with support for lists (static collections) and segments (dynamic, filter-based groups that update automatically). System segments like Bounced, Complained, and Unsubscribed are created automatically. Shopify stores get additional commerce segments based on spend and purchase frequency.
Email Surveys
Create surveys in Campaigns → Surveys, publish them, then insert into email campaigns with the +Survey dropdown in the Email editor. Recipients can answer inline in the email; each contact gets a unique link for full surveys and response tracking.
Email Design & Content Templates
Design templates control the visual layout and branding of your emails. Content templates are reusable blocks of copy, images, and CTAs that can be inserted into any campaign or journey step.
Email & SMS Analytics
Track open rates, click rates, bounces, complaints, and unsubscribes for campaigns and journeys. View journey enrollment and completion rates. Export analytics to PDF for reporting.
Prerequisites
- Email DNS sender configured — Connect to Email DNS
- For SMS steps in journeys: SMS sender set up — Connect to SMS
- For Automated CRM Journeys (abandoned cart, order triggers), your Shopify or WooCommerce store must be connected with CRM enabled & Email and/or SMS enabled.
Next steps
Related Marketing Academy Lessons
Strategy and context for why these steps matter: