📝 Overview

Campaigns in Marketing Suite are multi-step email sequences you can design, schedule, and send to targeted contacts and lists. Use them to welcome new customers, re-engage lapsed customers, announce promotions, and keep your audience engaged. This guide covers creating campaigns, choosing audiences, sending limits, and tracking performance.

🛠️ Creating a Campaign

Campaigns are built in a visual editor using templates and content blocks. To create one, head to Campaigns in the sidebar.

Go to Campaigns in the sidebar
Click Create campaign
Choose a pre-built template or start from blank
Add your emails, set the delays between each step, and choose your audience
Preview and test the campaign, then publish when you're ready

🎯 Choosing Your Audience

Campaign audiences are built from your lists. Create your segment in CRM > Lists first (a static or smart list), then select that list when configuring the campaign. You can also schedule, pause, or resume campaigns for an individual person from the Campaigns section of their contact profile.

🔬 Personalizing and Testing

You can personalize content with merge fields, so each email greets the recipient by name and reflects their details. Before publishing, use the Preview option to view the email as a specific contact, and send yourself a test email to check the links and merge fields.

📧 Email Sending Allowance

Your account includes a monthly email allowance for campaigns. You can send up to 10,000 campaign emails per month.

⚙️ Before You Send

Email Sender Settings

Before sending your first campaign, make sure your email settings are properly configured so emails arrive looking right and land in inboxes reliably.

If you haven't already, complete the email setup steps from the Getting Started With

Sawyer Marketing Suite guide:

Set your default sender name and email in Administration > Email Configuration
Set your business mailing address in Administration > Business Profile
Configure email forwarding

💡 Proper email setup is essential for campaign deliverability.

Email Compliance

To stay compliant, marketing emails need to include an unsubscribe/opt-out link and your valid business address in the footer—plus make sure your subject lines and content are honest and accurate. The good news: the Sawyer Marketing Suite automatically includes unsubscribe links for you.

For further information on the CAN-SPAM Act: A Compliance Guide for Business as provided by the Federal Trade Commission, please follow this link.

💡 The United States does not require consent prior to sending emails, but Canada does. Please visit Canada's anti-spam legislation for more information.

📊 Tracking Campaign Performance

Once a campaign is live, you can measure how it's performing.

Campaign reporting covers:

Sends
Opens
Clicks
Unsubscribes

Use these metrics to see what's resonating with your audience and improve results over time.

💡 Common Campaign Use Cases

You can send campaigns to parents whose children attended specific events, classes, or appointments. This is helpful for activity feedback, upsells, or announcements.

Example: Send a campaign to parents whose children attended an art class in August.

How to Set Up a Booking-Based Campaign

Go to CRM and then select Bookings
Filter bookings by your criteria:
- Session date: Select a range. Ex: 10/1/26-10/31/26, and the click apply
- Class or activity name. Ex: Setting Booked Activity is Art Class.
- Add any other relevant filters
Click Select All to choose all matching bookings
You will need to select both select all options to select more that the contacts that appear on the first page.
Click Actions on all then More actions. Then choose Start a campaign for custom object
Select the campaign you want to send
Click Run

The system automatically connects the booking to the child, then to the parent contact, and adds the parent to the campaign. You'll see a confirmation that the bulk action completed, and the campaign will begin sending to all matching parent contacts.

❓ Frequently Asked Questions (FAQs)