Creating Campaigns

Campaigns are the core of email marketing in Score CRM. This guide covers everything you need to know to create and configure a campaign.

Campaign Builder Overview

The campaign builder is organized into several sections that you configure from top to bottom:

1. Basic Details — Name, subject, sender info
2. Content — Email HTML and text
3. Targeting — Who receives the email
4. SMTP — Which provider sends the email
5. Tracking — Open and click tracking settings
6. Scheduling — When to send

Step 1: Basic Details

Field	Required	Description
Campaign Name	Yes	Internal name (not seen by recipients)
Subject Line	Yes	Email subject line
Preheader Text	No	Preview text shown in inbox after the subject
From Name	Yes	Sender display name (e.g., "Score CRM Team")
From Email	Yes	Sender email address
Reply-To Email	No	Where replies are directed (defaults to From Email)

tip

The From Name and From Email can be pre-populated from your SMTP connection settings.

Step 2: Email Content

Use the email editor to create your content. See Email Editor for details on:

• HTML editing with live preview
• Merge tags for personalization
• Spintax for dynamic content variations

Step 3: Targeting

Configure who receives the campaign by adding targets:

1. Click Add Target
2. Select a type: List or Segment
3. Choose the specific list or segment
4. Set the mode:
   • Include: Add these customers to the send
   • Exclude: Remove these customers from the send

You can add multiple targets. The system resolves them with this logic:

Final Recipients = (All Included) - (All Excluded) - (Suppressed) - (Unsubscribed) - (Bounced)

UTM Parameters

Configure UTM tracking parameters that are automatically appended to all links in your email:

Parameter	Description	Default
utm_source	Traffic source	Configurable
utm_medium	Marketing medium	email
utm_campaign	Campaign identifier	Auto-generated from campaign name
utm_content	Content variant identifier	Optional

Step 4: SMTP Configuration

Select which SMTP connection(s) to use. See SMTP Load Balancing for details on multi-connection strategies.

Step 5: Tracking Options

Option	Default	Description
Track Opens	Enabled	Insert a tracking pixel to detect email opens
Track Clicks	Enabled	Rewrite links to track click-throughs

Step 6: Send Options

Choose when to send:

• Send Immediately: The campaign begins processing as soon as you click Launch
• Schedule: Pick a future date and time (uses your organization's timezone)

Saving and Launching

• Save as Draft: Save your progress without sending. You can return to edit later.
• Launch: Start sending (or schedule for the future). The campaign enters the running or scheduled state.

caution

Once a campaign is launched, you cannot edit its content or targeting. You can only pause, resume, or cancel it. Always send a test email before launching.

Campaign Duplication

To create a similar campaign based on an existing one:

1. Go to Campaigns list
2. Click Duplicate on any campaign
3. A new draft is created with all settings copied
4. Edit as needed and launch