Marketing Quick Start
Launch campaigns, build workflows, and track performance.
Get started in minutes
- Go to `Marketing` in the top nav.
- Click `New Email Campaign` to draft your first message.
- Use `Workflows` to automate follow-ups.
Core workflows
Send an email campaign
- Go to `Marketing` → `Email`.
- Click `New Campaign` and choose a template.
- Add your audience and schedule the send.
Build a workflow
- Go to `Marketing` → `Workflows`.
- Click `Create Workflow`.
- Choose a trigger, then add follow-up steps.
- Activate the workflow when ready.
Review performance
- Go to `Marketing` → `Analytics`.
- Review open rates, clicks, and ROI.
- Adjust your next campaign based on results.
Quick tips
- Keep segments small for more relevant messaging.
- Reuse templates to move faster each month.
- Schedule sends mid-week for best engagement.
FAQ
Where do I manage segments?
Go to `Marketing` → `Segments` to build and update audiences.
Can I automate donor follow-ups?
Yes—use `Workflows` to send timed sequences automatically.
How do I add new templates?
Open `Marketing` → `Templates` and create a new one.