Get started with monday campaigns

 

Who can use this feature
gray-cloud.svgAvailable on monday campaigns
gray-lightning.svgAvailable on Pro plan and Enterprise plan
Note: monday campaigns is currently in Beta testing and is only available to a limited number of users.

 

Overview

Whether your goal is to raise brand awareness, introduce your new product, or generate leads, you'll reach your goal in no time with monday marketing campaigns. Read on to learn how to use monday marketing to reach your audience and inspire them to engage.

 

Create a campaign

Open Campaigns from the left side of your home screen:

Campaigns 1.png

Click + Create campaign to begin setting up a new campaign:

Campaigns 2.png

Begin by naming your Campaign. Choose a name that is informative and simple so that the rest of your team can understand the campaign or locate it at a glance:

Campaigns 3.png

When you're done, click Create campaign.

 

Design your template

To begin setting up the visuals of your campaign, click Design template:

Campaigns 4 (1).png

When it comes to your campaign's visuals, you can create your own from scratch or use the default blocks in our drag-and-drop editor.

Design your campaign

The "Design an email template with monday marketing" article explains how to use our drag-and-drop editor.

Campaigns 5.png

 

Set up your recipients and senders

To finish setting up your campaign, use the left-hand sections to add your recipient segment and senders.

Choose a segment

To choose a segment, click To and select a segment from the dropdown:

Campaigns 6.png

Click Save to access the next step.

Choose your sender

To add a sender, click From. You can choose from the email addresses set up for your account:

Campaigns 7.png

Click Save to access the next step.

 

Choosing your subject

The subject you choose has a major impact on your campaign's engagement rate. To make your email subject more engaging, you can use dynamic fields and emojis.

Email subject

Write your email subject. You can add dynamic fields:

Campaigns 8 (1).png

And emoji:

Campaigns 9.png

Email preview

In this section, you can also include your email's preview text:

Campaigns 10.png

Click Save to move to the next step.

 

Timing your campaign

You can send your campaign immediately or schedule your campaign for any point in the future.

Choose the timezone for your campaign, the delivery date, and the delivery time:

Campaigns 11.png

When you're done, click Save.

 

Edit a campaign

To edit a campaign, click on the three-dot menu to the right of a segment in your list and select Edit campaign:

Campaigns 12.png

 

Delete a campaign

To delete a campaign, click on the three-dot menu to the right of a segment in your list and select Delete campaign

Campaigns 13.png

To confirm that you wish to delete the campaign, click Yes, delete it:

Campaigns 14.png

Warning: You can't undo this action.

 

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.

Last modified on

Still have questions?
We can help.

Chat support

Get in touch with our support team through our chat for any questions, concerns, or inquiries.

Community forum

Learn, share ideas and connect with other monday.com customers.

Expert help

Hire a monday.com expert to optimize your workflows.