Automated campaigns send the same email repeatedly to new contacts who meet your segment criteria, based on a recurring schedule.
Use automated campaigns for reminders, milestone-based messages, and ongoing outreach.
Step 1: Go to Smart Marketing
From the Campaigns tab, click New Campaign.
Step 2: Create a New Campaign
Select Automated Campaign
Enter a campaign name and optional description
Click Create Campaign
Step 3: Choose or Create a Segment
Select the segment that defines who should receive the email.
Example:
Customers with a move date in the next 7 days
Smart Marketing checks this segment on each scheduled run and sends the email to any new contacts who qualify.
Step 4: Select and Edit a Template
Choose or create a template
Update the content to match your message
Save and click Next
Step 5: Set the Schedule
Choose:
Start date (when the campaign becomes active)
Send time (time of day emails send)
Frequency:
Daily
Weekly
Weekdays only
Automated campaigns always send at the same time of day on each run.
Step 6: Review and Schedule
Review your settings
Confirm recipient behavior
Click Schedule
Done!
The campaign will now run automatically and send emails to newly qualifying contacts on each scheduled run.
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