How to Manage Campaigns in the Campaigns Hub

The Campaigns Hub (CRM → Campaigns) is where you plan marketing campaigns and run email drip sequences: a series of emails that go out automatically, a set number of days apart, to the people you enrol.

Creating a campaign

1. Go to CRM → Campaigns and click New Campaign.
2. Enter a Name and pick a Type (Email, SMS, LinkedIn, Event, Paid Ads or Other).
3. Set the Status. New campaigns usually start as Draft.
4. Optionally add Start and End dates, a Budget (£), the Target audience and a Description.
5. Click Create Campaign.

Click a campaign card or row to edit these details later.

Building the drip sequence

1. Click the checklist icon on a campaign to open Drip sequence.
2. On the Steps tab, click Add step.
3. Enter the email Subject, the Email body (plain text or HTML) and the Wait (days).
   • For the first step, the wait counts from the moment someone is enrolled. Use 0 to send straight away.
   • For later steps, the wait counts from the previous email.
4. Click Save step. Add as many steps as you need, and use the arrows to reorder them.

You can personalise the subject and body with the merge tags {{firstName}}, {{lastName}} and {{email}}.

Every email automatically gets an unsubscribe link and open tracking, and links are rewritten so clicks are tracked.

Enrolling people

1. Open the drip sequence and switch to the Recipients tab.
2. Click Enrol people.
3. Search your CRM contacts by name or email and click each one to add them, or paste a list of email addresses and click Add.
4. Click Enrol.

Addresses are matched without regard to capitals, so the same person is never enrolled twice. Anyone who is already on the campaign, including people who unsubscribed, is skipped. You can enrol up to 500 people at a time.

When emails are sent

• Only campaigns with the status Active send. Set a campaign to Paused to hold its queue, and back to Active to carry on.
• Plenix sends due emails automatically every hour. Administrators can also click Send due emails now on the Recipients tab.
• If you enrol people before adding any steps, they start receiving emails once you add the first step.

Tracking progress

The Recipients tab lists everyone on the campaign with their status (active, completed or unsubscribed), how many emails they've been sent, when the next one is due, and whether they've opened or clicked. Click the unenrol icon to stop sending to someone.

For campaign-wide numbers, click the chart icon to open Engagement. It shows emails sent, opens, clicks and unsubscribes, with rates.

Finding campaigns

• The stats bar at the top counts campaigns by status. Click a count to filter the list.
• The Active Campaigns, Ending Soon and Draft Campaigns panels highlight what needs attention.
• Search, filter by status or type, switch between card and table view, and Export the list to CSV.

Where to go next

• Understand the whole module → How CRM & Sales Works
• Next in this module → How a Lead Becomes Cash
• How Quote-to-Cash Works — End-to-End Revenue Flow
• Add a Contact
• See where this fits in the bigger picture → How a Lead Becomes Cash

Advanced sequences (Enterprise)

With the Leads Hub, sequences can also include SMS, call, LinkedIn and task steps and A/B variants with automatic winners. They can send only inside a window you set, rotate across your mailboxes with daily caps and warm-up, and sort replies with automatic actions. A bounce circuit breaker and a Deliverability tab keep your sender reputation safe. See Advanced sequences.