Filter your database down to exactly who should hear it, then schedule one email or a monthly series - with unsubscribes respected automatically.
A template is what you say. A Campaign is who hears it — and the choosing is the part that decides whether a Campaign works.
This guide covers building an Email Campaign, the filters that pick the audience, the Newsletter Rule that keeps you on the right side of people who have opted out, and scheduling one email or a series.
Go to Campaign Management › Email Campaigns › Add Email Campaign.
You will meet this name in a list a year from now. The month and the point — “Noodle Newsletter (Monthly)” — beats “Campaign 3”.
CRM Type picks Client, Prospect, Web Lead or Contact. Each is campaigned separately.
Database Type Filters opens your own codes: Client Type, Client Rating Type, Lead Type and any custom fields you have named.
Each filter narrows the list. Leave one on All and it does not narrow at all — which is how people accidentally send to everybody.
A Campaign is only as precise as your record coding. See Overview of Database Management.
A Campaign Start Date, and an End Date if you want it to stop on its own. Send Count fills in as the emails go.
The default is Newsletter subscribers only — respects unsubscribes, and it does what it says: it will not send to anyone who has opted out of newsletters. Only opted-in people receive it.
This matters more than it looks. Honouring unsubscribes is both a legal expectation under Canada’s anti-spam rules and the thing that keeps your sending reputation intact. You do not have to maintain that list yourself — Internoodle tracks it.
Add Campaign Email opens a scheduled email. Pick a template or write it here — there is a full editor, so you can bold a line, add a list or drop in a link.
Then a subject, an attachment if you need one, and the signature to append.
Each email carries its own Schedule Date and Schedule Time. Sent Date and Sent Time fill in afterwards.
Add Campaign Email again and you have a second, then a third. One Campaign can be a newsletter that runs every month.
Back on the Email Campaign List, Activity shows how many were sent and when, and how many are still scheduled. That is your record of what actually went out.
Spend your time on the filters, not the wording. A good email to the wrong list does nothing. A plain email to the right list works.
Send yourself one first. Filter to a Type only you hold, and read what arrives before the real list gets it.
Leave the Newsletter Rule alone. The default is the safe one.
One idea per email. A newsletter covering five things gets skimmed for none of them.
Build the series up front. Scheduling three months of a monthly newsletter in one sitting is the whole point of a Campaign.
The Campaign supplies the audience and the timing. The template supplies the words and the signature the sign-off. Three jobs, kept apart so each can be reused.
Text Campaigns work the same way with the same filters. For a message triggered by one person’s action rather than sent to a group, use a Workflow.
Nothing sent. Check the Campaign is Active, the start date has arrived, and the scheduled email itself is Active.
Far fewer went than expected. Usually the Newsletter Rule doing its job — unsubscribed people are skipped. It can also be filters narrower than you intended, or records without an email address.
It went to more people than I meant. A filter left on All. Check every one before sending.
My template is not in the dropdown. Its Campaign Type does not include Email Campaign. See Your Email Template Library.
No signature on the email. None chosen on this email, and no Email Campaign default set.
The Database Type, then your filters, then the Newsletter Rule.
The default sends only to people who have not unsubscribed from newsletters.
No. They are tracked for you and skipped automatically, and every email carries a one-click unsubscribe.
Yes — add as many scheduled emails as you like, each with its own date and time.
Yes, on each scheduled email.
Yes. The editor handles bold, italic, lists, alignment and links.
The Activity column on the Campaign list, and the Sent Date on each email.
A template is what you say. A Campaign is who hears it. Campaign Management, Email Campaigns, Add Email Campaign. Name it something you will recognise in a list. The month, and the point.
Choose your Database Type. Client, Prospect, Web Lead or Contact. Then Database Type Filters, and this is the whole job. Client Type, Rating, Lead Type, and your own custom fields. Each filter narrows the list. Leave one on All and it does not narrow at all.
A start date, and an end date if you want the Campaign to stop on its own. Now the Newsletter Rule, and it is the one to understand. The default is Newsletter subscribers only. It will not send to anyone who has unsubscribed. Only opted-in people receive it.
You do not have to keep that list yourself. Internoodle does it.
Then Add Campaign Email. Pick a template, or write it here. There is a full editor, so you can bold a line, add a list, or drop in a link. A subject, an attachment if you need one, and the signature to append.
Then a schedule date and a schedule time. Sent Date fills in afterwards, so you can see exactly what went and when. And like a text Campaign, you can add another email, and another. One Campaign can be a newsletter every month. Submit, and Internoodle sends each one when its time comes.
Back on the Campaign list, the Activity column tells you the rest. How many were sent, and when, and how many are still scheduled. Write it once. The right people, and nobody else.
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