# Campaigns RelayBook Campaigns let you create automated email sequences that send the right message to the right contact at the right time. Build drip campaigns, onboarding sequences, follow-up workflows, and more. > [!quote] Automate Your Outreach > Set up once, send forever. Campaigns keep your contacts engaged ==without the manual work==. ## What is a Campaign? A campaign is a series of **steps** that execute automatically based on a schedule. When you enroll a contact, the campaign takes over - sending emails, triggering other campaigns, and tracking every interaction. ### Step Types - **Email** - Send an email from a template with personalized merge fields - **Campaign Trigger** - Automatically enroll the contact in another campaign (chaining) ### Schedule Types - **Immediately** - Sends as soon as the contact is enrolled - **X days after enrollment** - Sends after a set delay (e.g. 3 days, 7 days, 30 days) - **Fixed date** - Sends on a specific calendar date - **Manual trigger** - Does not send automatically; you trigger it manually from the campaign steps view ### Example: Onboarding Sequence | Step | Schedule | Action | |------|----------|--------| | Welcome Email | Immediately | Send welcome template | | Getting Started | 3 days after | Send tips template | | Check-In | 14 days after | Send follow-up template | | Feature Highlight | 30 days after | Send advanced tips | ## Getting Started 1. **Set up email settings** - Configure your [[Email Settings|sender identity and company address]] 2. **Create a template** - Build your [[Email Templates|email template]] with merge fields 3. **Create a campaign** - Name it and add steps with scheduling 4. **Enroll contacts** - Add contacts individually or by label 5. **Activate** - Set the campaign to Active and it starts running ## Campaign Status | Status | Description | |--------|-------------| | **Draft** | Being built, not sending | | **Active** | Running - scheduler processes steps every 15 minutes | | **Paused** | Temporarily stopped, can be resumed | | **Archived** | Completed or retired | ## Merge Fields Personalize every email with contact data. Merge fields are replaced with real values when the email is sent. | Field | Token | Example | |-------|-------|---------| | First Name | `{{first_name}}` | John | | Last Name | `{{last_name}}` | Smith | | Company | `{{company}}` | Acme Inc | | Job Title | `{{job_title}}` | Marketing Manager | | Email | `{{email}}` | [email protected] | | Phone | `{{phone}}` | +44 7700 900000 | | Website | `{{website}}` | acme.com | | Custom Field | `{{custom.Field Name}}` | Any custom field value | > [!tip] Primary Email > Campaigns send to the contact's **primary email** (marked with a star in the contact editor). If no email is marked primary, the first email is used. ## Pricing & Trial Campaigns is available as a **paid add-on** for any RelayBook plan. Start with a **free trial** - build everything and pay when you're ready to go live. ### Free Trial Build campaigns, create templates, add steps, enroll contacts, and send test emails - all free. The only thing you need the paid add-on for is **activating** a campaign to start sending. ### Paid Add-On | Currency | Monthly | Yearly (save 50%) | |----------|---------|-------------------| | USD | $9/mo | $4.50/mo ($54/yr) | | GBP | £8/mo | £4/mo (£48/yr) | | EUR | €8/mo | €4/mo (€48/yr) | - **Personal users** - Add campaigns to your account - **Teams** - Team owner adds the campaign add-on, all team members get access - Includes your plan's contact limit. Additional contacts available anytime. > [!note] Your own SendGrid account > Campaigns sends email through your own SendGrid account. You control your sending domain, deliverability, and limits. See [[Email Settings]] for setup. ## Campaign Triggers Automatically enroll contacts in campaigns based on changes to their data - no manual enrollment needed. ### Trigger Types | Trigger | Fires when... | |---------|--------------| | **Custom field changes to value** | A contact's custom field is set to a specific value | | **Label added** | A specific label is added to a contact | | **Label removed** | A specific label is removed from a contact | ### Setting Up a Trigger 1. Open a campaign and go to the **Triggers** tab 2. Click **Add Trigger** 3. Choose the trigger type and configure the condition 4. Save - the trigger is active immediately ### How It Works - When a contact's data changes (via the UI, bulk actions, or the public API), RelayBook checks for matching triggers - If a match is found, the contact is automatically enrolled in the campaign - Each contact can only be enrolled once per trigger - duplicates are prevented - Triggers can be enabled/disabled individually without deleting them ### Use Cases - **Onboarding flow:** When a "Status" field changes to "Active", enroll in a welcome sequence - **Re-engagement:** When a "Priority" label is added, start a follow-up campaign - **External integrations:** Update contact data via the [[API Reference|public API]] and let triggers handle the campaign enrollment automatically > [!tip] Trigger + API = Automation > Triggers work with the public API. External systems like your CRM can update contact fields or labels via API, and RelayBook will automatically start the right campaigns. ## Contact Campaigns Tab Every contact has a **Campaigns** tab in their detail view. This gives you a full picture of that contact's campaign history without leaving the contact record. ### What You Can See - All campaigns the contact is enrolled in (past and present) - Each step's status: Pending, Done, Skipped, or Failed - Scheduled date for pending steps - Date completed for past steps ### Actions from the Campaigns Tab - **Stop a pending step** - Cancel a specific pending step for this contact. The step is marked as Skipped and will not send. - **Remove from campaign** - Remove the contact from a campaign entirely. All remaining pending steps are cancelled. > [!tip] Per-Contact Control > The Campaigns tab is useful when you need to make an exception for a specific contact without affecting the rest of the campaign. --- ## Unsubscribe & Compliance Every campaign email automatically includes: - Your **company address** in the footer (CAN-SPAM compliance) - An **unsubscribe link** for recipients to opt out - Unsubscribed contacts are automatically skipped by the scheduler ## Frequently Asked Questions ### What happens when I enroll new contacts after a campaign is already running? Each contact progresses through the campaign independently based on **their own enrollment date**, not when the campaign was created or activated. If you enroll a new contact on day 10, they start from step 1: - Step 1 (immediate) sends on the next scheduler tick - Step 2 (e.g. 2 days delay) sends on day 12 - Step 3 (e.g. 5 days delay) sends on day 15 This means you can keep enrolling contacts over time and each one gets the full sequence from the beginning. ### Will a contact receive a step they already completed? No. The scheduler tracks every step completion per contact. Each step is sent exactly once per contact, guaranteed. ### What if a contact is enrolled in the same campaign twice? Duplicate enrollment is prevented. If a contact is already enrolled (active, paused, or completed), the second enrollment is ignored. ### How often does the scheduler run? Every **15 minutes**. You can also trigger immediate processing using: - **Run Now** - runs all active steps in the campaign immediately - **Run** (per step) - available on manual steps only; sends that step to all enrolled contacts who haven't received it yet Both actions show a confirmation dialog before sending. ### What do the step statuses mean? Each step execution has a status: | Status | Meaning | |--------|---------| | **Pending** | Scheduled but not yet sent - the step is waiting for its scheduled date | | **Done** | Successfully sent | | **Skipped** | Not sent (contact unsubscribed, no email address, or step manually stopped) | | **Failed** | Attempted but encountered a delivery error | Pending steps show the scheduled date so you know when to expect them to send. ### What happens when I pause a campaign? The scheduler skips all steps for paused campaigns. When you resume it, contacts pick up where they left off - no steps are skipped or re-sent. ### Can a contact be in multiple campaigns at once? Yes. Contacts can be enrolled in as many campaigns as you like, and each campaign tracks their progress independently. --- **Next:** Set up your [[Email Settings]] to start sending campaigns.