Marketing Campaigns in ClearCRM help you automatically follow up with leads and customers based on their actions. These campaigns allow you to send targeted emails or SMS, assign tags, update statuses, and much more — all without manual effort.
You can build out workflows that trigger after someone fills out a form, meets a condition, or joins a segment — perfect for onboarding sequences, drip campaigns, or lead scoring systems.
Go to Marketing from the left-hand menu, then click on Automation Builder.
Once you create a new campaign, you’ll see tabs for:
Workflow – to visually build and edit the campaign
Actions – a full list of campaign actions
Statistics – performance tracking
Leads/Customers – who is currently enrolled
With Campaigns, you can:
Trigger actions when someone fills out a form
Send emails or SMS messages
Add tags for segmentation
Score leads based on behavior
Set conditions like "clicked email" or "submitted form"
Automate multi-step nurturing without writing a single line of code
Each campaign begins with a data entry point (like a form or segment), then proceeds through actions and conditions that guide the contact's journey.
Whether you're welcoming new signups, delivering lead magnets, or nudging contacts toward a deal — campaigns give you the tools to scale communication while staying personalized.
You can build once and let ClearCRM take care of the follow-ups for every new form submission or segment match.
When you send automated marketing emails, ClearCRM processes them through a delivery queue. You may see a banner stating:
“Emails are queued and can take up to 1 hour to be delivered.”
This means messages are not always sent instantly but are released in batches within the hour. This ensures reliable delivery even during high-volume campaigns.
