Help Center

Getting Started with Email Marketing Campaigns

Page referenced in this article: email marketing campaigns page.

Email Marketing in LeadCenter lets you create scheduled email campaigns for targeted groups of contacts directly from your CRM. You can build email templates, choose your audience using segments, schedule when the campaign should send, and review delivery results after the campaign runs.

What Email Marketing Includes

The Email marketing section includes:

• Campaigns — create, schedule, and manage email campaigns
• Sent emails — review individual marketing emails and their delivery status
• Anniversary outreach — manage anniversary-based email automation

You can also reach email campaigns from the Marketing dashboard through the Email and text campaigns card.

Email Marketing Subscription Requirement

You can create and save campaigns as drafts without publishing them, but you must have an active Email Marketing subscription before you can publish and send campaigns.

If your subscription is not active, LeadCenter shows a warning banner at the top of the page telling you that you need an Email Marketing subscription before publishing campaigns.

1. Go to the Subscription page.
2. Find Email Marketing under your available subscriptions.
3. Update your subscription to enable the feature.

How to Open Email Marketing

1. In the top bar, click the Marketing Dashboard button.
2. In the side menu, expand Email marketing.
3. Click Campaigns.

This opens the scheduled email campaigns page, where you can create, edit, schedule, and manage your campaigns.

Before You Create Your First Campaign

Before building your first campaign, make sure these items are ready:

• Email Marketing subscription is active
• Your sending email address is configured
• Your email domain and DNS records are set up if required
• You have at least one email template ready to use
• You understand which contacts you want to target with a segment

Configure Shared Email Settings

Before sending campaigns, make sure your email sending settings are configured.

1. Go to Shared Email Settings.
2. Open LC Email Marketing.
3. Add your sending domain.
4. Add the required DNS records to your domain provider.
5. Verify the domain inside LeadCenter.
6. Set up the email address you want to send campaigns from.

Important: You will need a valid sending email address when configuring the Send Email step in your campaign.

What Happens Next

After setup is complete, the normal campaign workflow is:

1. Create an email template
2. Create a campaign
3. Choose your audience using a segment
4. Schedule the campaign
5. Publish it
6. Track delivery and results

Each of these steps is covered in its own Help Center article.

Best Practices

• Confirm your subscription and sending email setup before building campaigns.
• Set up your domain and email sender early so you are not blocked at publish time.
• Create and test your email templates before scheduling a campaign.
• Make sure your audience strategy is clear before building your first send.

Frequently Asked Questions

Do I need a subscription to create a campaign?

You can create and save a campaign as a draft, but you need an active Email Marketing subscription to publish and send it.

What is the difference between Campaigns and Sent emails?

Campaigns is where you create and manage scheduled email campaigns. Sent emails shows the delivery records for individual marketing emails that were sent.

Do I need to import contacts before sending campaigns?

Not usually. Because your contacts already live in LeadCenter, you can use built-in filters and segments to choose your audience.

Where do I configure the sending email address?

Configure it in Shared Email Settings under LC Email Marketing.

If you need help setting up Email Marketing, contact support@leadcenter.ai.