What campaigns does
Campaigns let you run coordinated outreach to lists, segments, or your full contact base from inside the CRM — nurture pushes, reactivation runs, event invitations, seasonal promotions. You pick the segment, build the message, send across channels, and the results tie back to the records and pipeline the campaign touched.
Without CRM-native campaigns, broadcast outreach happens in a separate email tool working from exported lists. The lists go stale the day after export, responses never connect back to deals, and nobody can say whether last month's push produced pipeline or just opens. Meanwhile hundreds of dormant contacts — past inquiries, lost deals, old customers — sit in the CRM untouched because contacting them one by one is impractical.
How it works in HelloGrowthCRM
Campaigns live in the Communication area and read segments directly from your CRM data — no exports, no stale lists. You define the audience from record filters, build the message, and send. Responses and resulting activity land back on the contact records. Campaigns are available on the Growth Engine and RevOps Partner plans; they are not included on Free Forever or Software Only.
Campaigns pair with segmentation for targeting, sequences for the follow-up flows that continue after a response, and WhatsApp, SMS, and HelloMail as delivery channels — so a single push can run on the channel each audience actually answers.
See it in action
How this capability is packaged by plan
| Plan | Availability |
|---|---|
| Free Forever | |
| Software Only | |
| Growth Engine | |
| RevOps Partner |
Setting it up — step by step
- 1
Define the segment
Filter your audience from CRM data — source, stage, last activity — instead of exporting a list.
- 2
Choose the channel
Match the channel to the audience: WhatsApp for high-response nudges, email for longer-form content.
- 3
Build the message
Write one clear message with one call to action, using templates where the channel requires them.
- 4
Plan the response path
Decide who works replies and what follow-up automation catches respondents, before the send goes out.
- 5
Send, then review results
Compare responses and pipeline created against the segment, and fold the lesson into the next campaign.
Who uses campaigns
Marketing manager
Runs nurture and reactivation pushes from live CRM segments, measures campaigns by pipeline created rather than opens, and stops maintaining exported lists that go stale between sends.
Sales manager
Reactivates lost deals and aging leads with quarterly pushes, then watches which respondents re-enter the pipeline — turning the dormant half of the database back into a working asset.
Founder/owner
Sends seasonal offers and announcements to the full customer base without a separate email tool, and sees which pushes actually produced inquiries and revenue on the other side.
Campaigns in practice — industry examples
E-commerce
An online store runs a reactivation campaign to customers with no order in six months, sent by WhatsApp with a comeback offer. Respondents flow into a follow-up sequence, and the team compares repeat orders from the campaign segment against what a quiet month would have produced.
Retail
A retail chain announces its festival sale to past buyers, segmented by store location so each customer hears from the branch they actually visit. Replies land with each store's team, and leadership sees which locations converted the push into footfall and billing.
Schools
A school runs its admission-season campaign to last year's inquiries that never enrolled, plus current-parent referrals. Interested families flow to counsellors for follow-up, and the admissions head sees exactly how many applications the push produced compared to the open-day campaign.
Common mistakes to avoid
Blasting the full base instead of segmenting, training contacts to ignore your messages and inflating unsubscribes.
Sending with no response plan, so replies from interested contacts sit unworked while the moment of attention passes.
Measuring opens instead of pipeline, declaring victory on campaigns that created attention but no revenue.
Running campaigns off exported spreadsheets out of habit, reintroducing the stale-list problem the feature removes.
What teams usually care about here
Useful for lead nurture, reactivation, and time-sensitive promotional pushes
Keeps campaign execution inside the CRM so results tie back to pipeline
Pairs naturally with segmentation, sequences, and follow-up automation
How this fits the buying decision
Buyers usually do not evaluate campaigns in isolation. They want to know whether it improves execution, reporting, handoffs, and accountability inside the broader CRM workflow. That is why this capability matters most when it is connected to records, ownership, activity history, and manager review rather than living in a separate point tool.
The real decision is often less about whether a box is checked and more about how much depth the team needs. Lower tiers may be enough when the workflow is simple or the volume is small. Higher tiers become more valuable when teams need governance, faster response expectations, specialist execution, or a repeatable operating cadence around the process.
If this capability is important to your rollout, compare it in the context of the whole plan. That includes related workflows, support level, reporting expectations, and whether your team will manage the motion itself or rely on managed RevOps help to keep it consistent.
Frequently asked questions
Which plans include campaigns?
Campaigns are available on the Growth Engine and RevOps Partner plans. They are not included on Free Forever or Software Only — teams on Software Only can use sequences for automated follow-up flows, but broadcast campaigns to segments start at Growth Engine.
How do I set up my first campaign?
Start with one clear segment — for example, leads with no activity in 90 days — one channel, and one message with a single call to action. Plan who handles replies before sending. A first campaign is usually built and sent within a day.
Can campaigns send on WhatsApp as well as email?
Yes. Campaigns can run across the messaging channels in the CRM — WhatsApp, SMS, and email through HelloMail — so you match the channel to the audience. Reminder and reactivation pushes typically get much stronger response on WhatsApp than on email.
How do campaigns differ from sequences?
A campaign is a coordinated push to a segment at a moment in time — a promotion, an announcement, a reactivation run. A sequence is an automated multi-step flow that works each prospect individually until they respond. They pair well: campaign respondents can flow into a sequence.
Do campaign results connect back to pipeline?
Yes. Because campaigns run inside the CRM, responses and the deals that follow tie back to the campaign's segment, so you can judge a push by inquiries and pipeline created — not just opens and clicks in a disconnected email tool.
Related Pricing Capabilities
Revenue tracking
A consolidated view of revenue across won deals, invoices, and payment status so leaders can see pipeline health and cash reality in one place.
HelloMail inbox
A CRM-connected email workspace for tracking conversations, sending templated outreach, and giving managers visibility into inbox activity — so customer email lives on the record, not in a private inbox.
Web Chat Assistant
A website chat layer that answers questions, captures lead intent, and turns anonymous traffic into qualified records.
Built-in Dialer
Calling capability inside the CRM so reps can dial, log activity, and review call context without extra tools.
WhatsApp & SMS
Mobile messaging workflows that help teams engage leads and customers on the channels where they already respond.
Sequences
Automated multi-step outreach workflows that send timed messages across email, SMS, and other channels until a prospect responds.