You’ve spent weeks perfecting your product, and now it’s launch time. But how do you spread the word efficiently and professionally?
NetHunt lets you craft targeted campaigns that reach the right people with the right message. Here’s how to do it step by step.
Step 1. Select your recipients
There are two ways to do that:
You can create a campaign from Email Campaign folder.
Just click on "New" and create it by naming it and selecting the folder and view from which you’d like to pull the recipients:
You can also make a list of recipients inside the folder using filters (in our case, we chose all records that are in stage Won). And then just hit the "Create campaign" button:
Step 2. Make sure you have no duplicates in recipient list
If you do, the system will let you exclude them:
Step 3. Compose a template
Click "Continue" to proceed to a template editor.
Here, you can decide what email address you want to send out an email campaign from. It can be either your account address or the SEND AS option Google provides. More information on the SEND AS option you can find via this link.
Now it's time to write the message to your audience!
If you want to add a bit of personalization to your messages, click on "Add Macros" button when composing a template to add relevant information. This might include first name, last name, website, phone number, etc.
And do not forget to add an UNSUBSCRIBE button:
Step 4. Preview campaign personalization
Click on a record button to preview what it will look like for every recipient.
You can not only preview your email but send a test template to check how it will look like in your inbox.
Now send the Test email.
You will receive an email indicating the TEST email that will be sent to your recipients.
Step 5. Send campaign
Before sending the campaign, select the delivery option. You can use Gmail, NetHunt SMTP or connect your own, custom SMTP.
Click on "Send campaign" button to start mass mailing.
Step 6. Statistics
Once you’re done, you can measure the result of your campaign by checking the general open/click/reply/bounce and unsubscribe rates of your messages:
⚠️ When you are using a separate email address with the "Send As" option, statistics such as Replies and Bounces may not be tracked correctly. This is because NetHunt needs to have permissions to manage and view the inbox of that email address.
NetHunt will remember the contacts who unsubscribed and will notify you to exclude from your next mailing list in the future:
Step 7. How to send out a follow-up email from the previous campaign
Having sent the campaign, you can now send out a follow-up message previously having filtered the recipients by:
Open/Click/Reply/Bounce/Unsubscribe rates and send out another one:
This way you can send out a few new campaigns e.g. to those who 1) opened but not replied; 2) never opened 3) opened and replied etc.
Step 8. Mass update recipients' records
If you need to update field(s) in the records base on the filtered campaign, you need to do the following:
Filter emails (e.g. show all the bounced emails and upate their records to the Status "N/A"):
Having selected all recipients - click on the "Mass update" button and select fields to update (e.g. Stage - "N/A") an hit Update:
After the update, the recipients' record field Stage will be updated to "N/A".
You can update any field(s) in the records you need.
Email campaign's sorting
If you have a campaign that you want to pause or some recipients failed to receive this campaign - you will want to find those recipients and resend a new campaign or just mass update their records.
For this you can sort the recipients by their status Sent or Pending:
Then choose the list and either send them a new campaign (or a follow-up to those who were sent this campaign) or mass update the records.
Managing Permissions for Email Campaigns
If you need to restrict permissions for email campaigns for your managers, this is entirely possible.
You can manage this through the permissions settings. Go to Settings --> Roles --> and select your managers' role. Scroll down a bit to Email Campaigns:
Select one of the available options:
See all email campaigns.
Only see own email campaigns.
If the “Only see own email campaigns” option is selected, managers will also not see the Email campaign on the client's card Timeline and in the Email Campaigns folder.
How to Manage Tags in Email Campaigns
To make your email campaigns even more effective, NetHunt CRM offers a convenient tool for organizing your emails: tags. They help you quickly find the campaigns you need, group them by category (for example, “Warm-up,” “Regular Digest,” “Cold Sales”), and analyze the results of individual email campaign categories.
Adding Tags When Creating an Email Campaign
When setting up a new email campaign, the system allows you to categorize it right away. In the window for creating or editing campaign settings, you’ll find a special field.
Tags: Here you can select one or more tags from the available list or create a new one (if you have the appropriate permissions). This allows you to group campaigns by target audience, product, or season:
Managing Tags in Existing Email Campaigns
If a campaign has already been created or even sent, you can still change its tags in two simple ways:
Via the actions menu in the main list: Click the three-dot icon to the right of the name of the email campaign you want to edit. From the drop-down menu, select Manage Tags. Then add the necessary tags or remove any unnecessary ones.
Right inside the campaign card: Open the email campaign you want. At the top right of the workspace, you'll find blocks of tags that have already been added and a pencil icon for making quick changes.
Quick Search and Filtering of Campaigns by Tags
When your team sends out dozens of email campaigns each month, filters can help you find a specific email or evaluate the performance of a particular campaign. You can sort the list of email campaigns in several ways:
Using the top toolbar: Click the tags icon at the top of the email campaign list and check the boxes next to the categories you want.
One click in the list: if you see the tag you're looking for next to any campaign, just click on it—the system will automatically filter the entire list by that tag.
Combining filters: You can combine tag-based filtering with campaign statuses. For example, select the “Scheduled” status and the “Warm-up” tag to instantly find drafts that are still being prepared for launch.
Permissions: Who Can Manage Tags?
To maintain a clear structure and organization in your CRM, tag management rights are divided by role:
Users with access to email campaigns: can freely add existing tags to their email campaigns or remove them from specific emails.
Admins (or roles with the “Workspace Management” permission): have full control over the global tag list (creating, deleting, and renaming presets).
Preset Settings
Admins can enable the “Presets Only” toggle. This will prevent regular users from creating their own random tags, requiring them to select options exclusively from an approved list. This is the best way to maintain a consistent standard for analytics and organization within the team.
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