How to Create Email Campaigns in LEADSORBIT?

Creating email campaigns in LEADSORBIT allows you to send one time broadcast emails to a list of contacts. Campaigns are ideal for announcements, promotions, newsletters, or one off messages that do not require workflow automation.

Open Email Campaigns

This is where you begin building your email broadcast.

1. Navigate to Marketing from the left side menu.
2. Click Emails.
3. Click the Campaigns tab.
4. Click New to start a new email campaign.

Navigating to Marketing, Emails, and Campaigns inside LEADSORBIT

Select or Build an Email

Choose a template or design your message:

1. Select a template from the list, or choose Blank to start from scratch.
2. If choosing a template, click Continue to open it in the email builder.
3. Use the drag and drop editor to add text, images, buttons, and other elements.
4. Customize the subject line, sender name, and content.
5. Use Preview or Test Email to check formatting across devices.

Email template selection and design inside LEADSORBIT

Send or Schedule Your Campaign

Once the email is ready, decide how and when it will be delivered.

1. Click Send or Schedule at the top of the campaign screen.
2. Choose either Send Now for immediate delivery or Schedule to pick a future date/time.
3. Select or confirm the recipients (smart lists, tags, or specific contacts).
4. Review the sender details, subject line, and email content.
5. Click Send or Schedule to launch the campaign.

Send or Schedule screen inside LEADSORBIT

Best Practices

Common Issues