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.
Automated CRM Journeys
Automated, event-driven workflows that send emails and SMS messages based on triggers such as a new contact, a Shopify order, or an abandoned cart. Build welcome series, post-purchase follow-ups, and win-back sequences on a visual canvas.
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 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.