Marketing · Email Marketing
A message that belongs
in the conversation.
Design and send email campaigns to your contacts and leads, then review results in email analysis. Keep a blacklist so you stop mailing people who should not be contacted.
Email designer
HeaderNorthstar Studio
TextThree small changes landed this month. Here is what each one means for your team.
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Email analysis840 mailed
- Opened
- 38.2%
- 321 of 840
- Clicked
- 8.0%
- 67 of 840
- Contacts and leads chosen
- 852
- On the blacklist, not mailed
- 12
- Mailed
- 840
On the customer record
- Dana WhitfieldHarbor Studio · Opened 9:14 AM
- Luis OrtegaCedar Supply · Clicked 11:02 AM
Email to people you already know.
Same contacts. More context.
- To
Use your workspace audience
- Email reaches the contacts and leads already present in the business workspace.
- Send
Prepare and send
- Build the email and send it through the marketing module with the applicable access controls.
- Thread
Keep the result connected
- Email analysis and activity connect back to the customer record.
Every send comes back.
Follow one email from the audience to the customer record. People on the blacklist are left out of the send, and the result lands back on the record.
-
Choose the audience
Start from the contacts your campaign should reach.
- Contacts
- 612
- Leads
- 240
- Chosen
- 852
- Email Blacklist12 not mailed
-
Prepare the message
Build and review the email in the workspace.
- Subject
- A few new things for your team
- Blocks
- Hero, Text, Button, Footer
- Page
-
Send and follow through
Review the result with the same customer context.
- Mailed
- 840
- Opened
- 321 · 38.2%
- Clicked
- 67 · 8.0%
- Page
- Email Analysis
Activity connects back to the customer record
Your fields, your rules.
Three things a team changes in its campaigns, then every control behind them.
-
An "Approver" field
Record who signed off on each email.
-
Act on a click
A workflow creates a task for sales when a contact clicks a pricing link.
-
Your own audience notes
Keep a short note on who each email is meant for.
Controls around email marketing
Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.
The rest of the conversation.
Sales and marketing work from the same contacts, so an email becomes part of the customer story.