Campaigns

Email campaigns are drip-style marketing automation tools for engaging with your contacts through scheduled email sequences. Campaigns provide straightforward, time-based email marketing that's easy to set up and manage, making them ideal for simple marketing sequences with predetermined timing.

What are Email Campaigns?

Email campaigns are drip-style marketing automation that send scheduled email sequences to your contacts, accounts, and lists. They provide straightforward, time-based email marketing with predetermined intervals between messages. You can personalize content with dynamic information and track performance to optimize your communication strategy.

Campaigns vs Automations

Campaigns (Drip Marketing):

• Simple, time-based email sequences
• Fixed intervals between emails (e.g., send email 2, then wait 3 days, send email 3)
• Good for straightforward marketing sequences
• Easy to set up and manage

Automations (Advanced Smart Marketing):

• Support both drip sequences AND conditional logic
• Trigger-based responses to contact actions and business events
• Branching workflows based on contact behavior and data
• Advanced personalization with real-time data integration
• More sophisticated targeting and timing capabilities

tip

For most email marketing needs, consider Automations as they provide all campaign capabilities plus advanced conditional features and trigger-based responses.

Key Features

• Professional Email Builder - Create beautiful emails with drag-and-drop interface
• Dynamic Content - Personalize emails with CRM contact fields, CRM company fields, and account information
• Campaign Automation - Set up multi-step email sequences with customizable timing
• Multiple Sending Options - Send to individual contacts, companies, lists, or through automation
• Performance Tracking - Monitor open rates, click-through rates, and engagement metrics
• Template Library - Access pre-built campaign templates for common business scenarios

Getting Started

1. Set Up Your Email Settings

Before creating campaigns, ensure your email authentication is properly configured:

• Domain Authentication - Set up SPF, DKIM, and DMARC records
• Sender Information - Configure your "from" name and email address
• Mailing Address - Add required business mailing address for compliance

2. Create Your First Campaign

You can create campaigns in two ways:

• Use Recommended Templates - Start with proven templates and customize as needed
• Build Custom Campaigns - Create campaigns from scratch using the Email Builder

3. Design Your Emails

Use the Email Builder to create professional emails:

• Add dynamic content to personalize messages
• Include your branding and logos
• Optimize for different email clients and devices
• Test your emails before sending

4. Configure Campaign Settings

Set up your campaign parameters:

• Time Zone - Choose the appropriate time zone for sending
• Sending Days - Select which days emails should be sent
• Rate Limits - Control how many emails are sent per day
• Event Timing - Set delays between campaign steps

5. Send Your Campaign

Choose from the recommended CRM-based sending methods:

• CRM Contacts - Target individual contacts with full field access and tracking
• CRM Companies - Send to entire companies using primary contact data
• CRM Lists - Use smart or static lists that automatically update based on criteria
• CRM Automation - Trigger campaigns based on contact actions, product usage, or business events
• Account Lists - Alternative method for specific use cases

Advanced Campaign Use Cases

Automated Business Intelligence Campaigns

Set up sophisticated automation flows that combine business data with targeted campaigns:

• Snapshot Report Delivery: Automatically generate and send performance reports to companies using their specific business metrics
• Product Upselling: Target companies based on activation status and business size (e.g., upsell Conversation AI to growing businesses without it)
• Account-Based Nurturing: Send company-focused campaigns that reach all stakeholders with business-relevant insights
• Engagement Re-activation: Send campaigns to contacts based on login patterns or product usage

Smart Segmentation Examples

• Industry-Specific Campaigns: Target companies by business type with relevant content
• Lifecycle Stage Marketing: Send different campaigns based on customer maturity and engagement
• Product Usage Campaigns: Trigger campaigns based on feature adoption and usage patterns
• Geographic Targeting: Send location-specific offers and updates

Dynamic Content Personalization

• Company Performance Data: Include business metrics, rankings, and insights in emails
• Contact-Specific Information: Personalize with job titles, interests, and engagement history
• Product Usage Stats: Reference specific product performance and recommendations
• Snapshot Report Integration: Include live business intelligence data in campaign content

Best Practices

Email Design

• Keep subject lines clear and compelling
• Use responsive design for mobile devices
• Include clear calls-to-action
• Maintain consistent branding

Content Strategy

• Personalize messages with dynamic content
• Provide valuable, relevant information
• Use appropriate tone for your audience
• Test different content approaches

Sending Strategy

• Send at optimal times for your audience
• Maintain consistent sending schedule
• Segment your audience for targeted messaging
• Monitor and respond to engagement metrics

Compliance

• Include required unsubscribe options
• Maintain accurate mailing address information
• Respect recipient preferences and opt-outs
• Follow email marketing best practices

Frequently Asked Questions

Does archiving an active email campaign stop it from sending?

Archiving a campaign will not stop it from sending to already added accounts, it will only stop new accounts from being added to it. If you want to add more accounts, the campaign would need to be re-published.

How do I pause and unpause email campaigns?

Email campaigns can be paused from Partner Center by going to Marketing > Campaigns, finding your campaign, clicking the three dots, and selecting "Pause Campaign" or "Resume Campaign". Note that pausing will reset drip timing and move buffering recipients to stopped status.

Can I remove a user from a campaign?

Yes, you can remove users from campaigns by going to their account page, finding the user, clicking the menu icon next to them, selecting "Campaigns", and clicking "Pause" next to the active campaign.

What happens if a user is added to an email campaign twice?

If a user is only assigned to one account and that account is added to a campaign, they will only receive the campaign emails once, even if the account is added again. However, if a user is assigned to multiple accounts, they can receive campaign emails once for each account they're associated with.

Why doesn't the Package Landing Page button work when I test an email campaign?

This happens because your test email is not associated with a real account on the campaign. The button only works for real users associated with real business accounts. To test it, create an account for your company, add yourself as a user, and send the campaign to that account.

I need to set up a mailing address for campaigns - where do I do this?

Go to Partner Center > Administration > Customize > Partner Defaults, scroll to "Required Contact Information for Campaigns" and fill out all required fields. Then go to Markets, select your market, and choose whether to use Partner's or Market's contact information.

What is "Day 0" in a campaign?

"Day 0" is when a campaign starts sending emails. If you select Day 0 when publishing a campaign, the first email is sent immediately, as long as your Included Days settings allow delivery on that day (e.g., weekdays only).

How do I unpublish an email campaign?

If no accounts have been added to the campaign yet: You can unpublish a published email campaign by clicking the blue "Unpublish" button in the top right corner of the campaign details page.

If accounts have already been added to the campaign: Once an email campaign has accounts added to it, it cannot be unpublished directly. Instead, you have these options:

1. Pause the campaign - This stops the campaign from sending new emails while keeping existing progress
2. Copy the campaign - Create a duplicate campaign that you can modify as needed:
   • Click Actions > Copy from the campaign details page
   • This creates a copy with "(Copy)" in the title
   • Make your changes in the copied version
   • Publish the new version when ready

Why can't I unpublish after adding accounts? This prevents disruption to ongoing campaigns and maintains data integrity for recipients who are already part of the campaign sequence.

Can I edit a recommended campaign directly, or save it as an email template?

Recommended campaigns are read-only — you can't edit them in place or save them as a standalone email template. To use one:

1. Go to Marketing → Campaigns → Recommended Campaigns.
2. Click the campaign name, then click Actions → Copy.
3. Open the copy and edit it freely — it's now your own campaign in Draft status.

The copy-first model means your edits never affect the original recommended campaign.

Why do CTAs give a 404 error when I test a recommended campaign?

If you preview or test a recommended campaign using a generic test account, any CTA buttons that link to the recipient's Business App (such as product activation or report buttons) will return a 404 error — because those links require a real account with a real user. To test CTAs, use a real account and add yourself as a user, then send the campaign to that account.

Where did the Acquisition, Adoption, and Upsell campaign sections go?

These campaign types were previously displayed as separate sections in the Campaigns view. They're now organized using tags in the main Campaigns list — the content is all still there, just accessed differently.

To find your old campaigns:

1. Go to Marketing → Campaigns.
2. Use the tag filter to filter by Acquisition, Adoption, or Upsell.

To create and apply tags to any campaign:

1. Open a campaign.
2. Click Manage Tags (or the tag icon) to create a new tag or apply an existing one.

Tags let you organize campaigns any way you like — you're not limited to the three default types. Consider creating tags for your own naming conventions, such as by market, product line, or funnel stage.

Is there a limit on how many emails partners can send from the platform?

Yes, there is a daily email quota for partner-level email sending based on your subscription tier. This limit applies to emails sent by partners on behalf of their clients, such as review requests and partner-initiated campaigns.

Tier	Daily Email Quota
Free / Starter / Startup / Individual (Solo)	500
Basic / Essentials / Basic+	1,000
Professional / Growth / Team	5,000
Premium / Scale / Advance	10,000
Enterprise / Enterprise+ / Elite / Custom	25,000

The quota resets daily. If you need a higher email limit, consider upgrading your subscription tier.

Campaign sending throughput: Campaigns send at approximately 4 emails per minute regardless of list size. This rate is fixed to protect domain reputation and deliverability. For large lists, this means a campaign to 1,000 contacts takes roughly 4 hours to complete. To work around this for time-sensitive sends, split your list into smaller segments and schedule them across multiple days.

SMB sending allowance: Businesses (SMBs) sending emails through their own Campaigns have a separate daily allowance — up to 100,000 emails per day — once the SMB domain is configured for Campaigns in Email Settings. This allowance is independent of the partner-level quota above.

My campaign appears stuck while sending or is loading indefinitely. What should I do?

Campaigns go through a queue before emails start sending. The processing window is typically 10–15 minutes before the first batch goes out. If the campaign is still stuck after 15 minutes:

1. Confirm all required fields are filled in — Missing sender information, mailing address, or required campaign fields can prevent sending. Check Partner Center > Administration > Partner Defaults to verify your mailing address is configured.
2. Check for invalid contact addresses — Invalid or malformed email addresses in your audience can stall the sending queue. Remove any contacts with clearly invalid addresses and retry.
3. Retry the campaign — Go to Marketing > Campaigns, find the campaign, and check whether a retry option is available.

If the campaign remains stuck after these steps, contact Vendasta support.

Some contacts didn't receive the campaign email. How do I check and retry?

1. Go to Marketing > Campaigns and open the campaign
2. Check the Campaign Reports tab to see delivery status by contact — look for drops, bounces, or undelivered entries
3. For contacts who were dropped rather than bounced, you may be able to re-add them and resend
4. For very large lists, consider splitting into smaller batches on future sends to make it easier to identify and retry any drops

Hard-bounced addresses (permanent delivery failures) cannot be automatically resubscribed. Contact Vendasta support if you need to reinstate a contact that hard-bounced.

What do common bounce codes in Campaign Reports mean?

Code	Meaning	What to do
550 Blocked	The receiving server rejected the email	Check whether your IP or domain is on a blacklist at MXToolbox
550 5.7.509 (DMARC)	Email failed DMARC alignment	Verify your SPF and DKIM records are correctly configured and aligned — see Email Authentication
550 5.7.606 Access denied	IP address banned by the receiving server	This requires delisting; contact Vendasta support
550 5.1.1 User unknown	The recipient email address doesn't exist	Remove the address from your list

For a full list of error codes, see Email Deliverability.

Need More Help?

• Email Settings – Configure domain authentication and sender information
• Automations – Set up automated campaign triggers
• Contact support for advanced configuration or troubleshooting assistance