How to send email campaigns and track leads in the CRM

Step by step

1. 1

   Step 1: In your dashboard go to My academy → Apps and install Campaigns and CRM.

2. 2

   Step 2: Open Marketing & sales → Campaigns and click New campaign. You can start from a template.

3. 3

   Step 3: Pick who it goes to: all your students, those in a course or a bootcamp, your confirmed subscribers, a manual selection, or filtered CRM contacts.

4. 4

   Step 4: Send it now or schedule it, and check its analytics afterwards.

5. 5

   Step 5: Open Marketing & sales → CRM to see your leads on a board by stage and move them as they progress.

What lands in the CRM on its own

From the Academy plan, new accounts in your academy, confirmed newsletter subscribers, workshop registrations and a bootcamp's waitlist land on their own.

On every plan, the contact form and the contacts you add by hand or by CSV. From Cohorts, also the ones you create through the API.

Stages come ready for people (New, Contacted, Interested, Trial, Customer, Lost) and for companies, and you can change them.

Which address they come from

By default they go out from Wislab. If you connect your own email account in My academy → General, Integrations tab, Email section, and verify your domain, they go out from your domain.