Campaigns
Creating email campaigns in Connfig, personalization variables, test emails, and the sending flow
The Campaigns page lets you send bulk email to your CRM records and contacts. You design your email in a visual editor, pick recipients by segment (tag), and send the campaign immediately or on a schedule. Sends are distributed automatically in the background, respecting your domains' daily limits and warmup schedule.
You can reach the Campaigns page from the Campaigns menu at https://app.connfig.com.
You need at least one verified sending domain before you can send a campaign. See Sending Domains for details.
Creating a campaign
- Enter a reply-to email (required). When recipients reply to your email, replies land at this address; it must be a valid email format.
- Enter a campaign name and subject. Personalization variables also work in the subject line.
- Prepare the content. The editor works in two modes: a drag-and-drop block-based visual mode and a raw HTML mode. Use "Save as Template" to reuse your content later.
- Add attachments (optional). You can attach up to 10 files, up to 15 MB in total (PDF, images, Office documents, CSV, ZIP, etc.).
- Select segments. The campaign is sent to CRM records and contacts that have the selected tags. At least one segment is required.
- Click Send Now or Schedule.
Clicking "Send Now" starts a 5-second countdown during which you can cancel the send. With "Schedule", you pick a day from the calendar and a time in 30-minute slots; the campaign starts automatically at the chosen time.
Personalization variables (merge tags)
You can use variables in the format {{variable_name}} in both the subject and the body. Values are resolved per recipient at send time from that recipient's data. If a value is empty, the fallback text in {{variable_name|fallback text}} is shown instead; with no fallback, the tag is removed as empty text — a raw {{...}} expression never reaches a recipient.
Available variables:
| Variable | Description |
|---|---|
{{business_name}} | Business name (Google Maps title or manual record) |
{{city}}, {{state}}, {{address}} | City, state/province, full address |
{{category}} | Business category (e.g. Restaurant) |
{{phone}}, {{website}} | Phone and website |
{{rating}}, {{reviews_count}} | Google rating and review count |
{{contact_name}}, {{first_name}}, {{last_name}} | Contact name details (when available) |
{{job_title}}, {{company_size}}, {{industry}} | Job title, company size, industry (when available) |
{{email}} | The recipient's email address |
Example usage:
Subject: {{business_name|Dear business}}, we have a special offer for you
Hi {{first_name|there}},
We would love to share the solution we built for {{category|business}} companies in {{city}}.The variable chips above the editor copy the tag to your clipboard when clicked; paste them into the subject or body.
Sending a test email
Before sending the campaign, use "Send Test Mail" to send the content to your own address:
- The test email is sent from Connfig's own service address with a
[TEST]prefix added to the subject; it does not count against your domain quota. - Merge tags are filled with sample data (e.g. a sample business name for
{{business_name}}) so you preview the real output. - Test emails have their own rate limit: a 60-second cooldown between tests and at most 20 test emails per day (per UTC day). This budget is shared with test emails sent via MCP.
The sending flow: what happens in the background?
- The campaign is saved and a "materialize" job is queued.
- CRM records and contacts in your selected segments are turned into a recipient list. Each email address is taken once; opted-out addresses and addresses on the suppression list (unsubscribes/complaints) are excluded automatically.
- The campaign switches to "running" and you receive a notification with the estimated completion time. If the segment is empty, the campaign is cancelled and you get a warning notification.
- The dispatcher spreads recipients across your verified domains according to their daily send limits. To avoid triggering spam filters, a random delay (60-180 seconds by default) is added between consecutive sends.
- Once all recipients are processed, the campaign becomes "completed" and you receive a notification with sent/failed/skipped counts.
You can pause and resume a running campaign from the Campaign History page.
Limits and permissions
- The monthly mail quota is checked before the send starts. The Free plan cannot send campaign emails (test emails remain available with their own rate limit); limits on paid plans vary by plan — see the pricing page for current values. When the quota is exhausted, the send is blocked and an upgrade dialog appears.
- The usage bar on the page shows your sends over the last 30 days and your remaining allowance; you get a warning once you pass 90 percent.
- The workspace owner can always send campaigns. Members need the "send mail" permission and at least one active domain assigned to them; members can only send from their allowed domains.
Mini scenarios
Scenario 1 — Promotional email to local businesses: A marketer wants to send a promotion to Istanbul restaurants collected via lead generation. These records carry the "istanbul-restaurant" tag in the CRM. On the Campaigns page they enter a reply-to address, write Special offer for {{business_name|your business}} as the subject, build the content in the visual editor, pick "istanbul-restaurant" as the segment, send themselves a test email first, then click "Send Now". Sends are automatically spread over days based on domain limits.
Scenario 2 — Newsletter scheduled for Tuesday morning: A team wants to send its monthly newsletter on Tuesday at 09:00. After preparing the content, they click "Schedule", pick Tuesday on the calendar and the 09:00 slot. A notification confirms the campaign is scheduled; distribution starts on its own when the time arrives.