Campaigns
A campaign is a one-time email you send to everyone in a saved audience — announcements, outreach pushes, or any message you want to send to a customer segment without writing individual emails. Reach for it when you need to email a whole segment at once rather than following up with accounts one by one. Campaigns is currently in Beta and supports email only — there's no Slack or SMS channel, and no scheduled send; publishing a campaign sends it immediately.
How campaigns work
A campaign has two states: Draft and Published. It stays in Draft while you're building it — you can edit every field, save, and come back to it later. Publishing sends the email to every user in the campaign's audience right away and locks the campaign: published campaigns can no longer be edited.
Every campaign points at exactly one audience (the same audiences you build under Audiences) for its recipient list, and one connection to send through — an email provider connection you've already configured under Data Connections. A campaign can't be published without both set.
Email content supports personalization variables — reference recipient fields (like the recipient's name) directly in your subject or body, and FunnelStory fills them in per recipient when the campaign sends.
Creating a campaign
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Open Campaigns in the left navigation.
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Choose Create Campaign to open the campaign form.
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Fill in the fields:
Field Description Name Internal name for the campaign — recipients don't see this. Audience The saved audience whose users will receive the email. Data Connection The email connection to send through. Must be an email-capable connection — see Configuration. From Sender email address. Reply To Address replies should go to. CC / BCC Additional recipients on every send, comma-separated. Subject Email subject line. Supports personalization variables. Body Rich-text email body (an embedded editor). Supports personalization variables. -
Choose Save to store the campaign as a draft. You can reopen and edit it at any point before publishing.
Testing before you send
Use Test from a campaign's action menu to send a single copy of the email to your own account's email address, so you can check formatting and content before publishing. Test is only available while the campaign is a draft.
Publishing
Choose Publish to send the campaign to every user matched by its audience, immediately. There's no confirmation step to undo this, and once published a campaign's fields can no longer be changed — its Test and Publish actions are disabled going forward.
Tracking recipients
Open Recipients from a campaign's action menu to see who the campaign was sent to and how they engaged: account, recipient email, and Sent, Delivered, Opened, and Clicked timestamps for each recipient (populated as your email provider reports each event).
Configuration
Before you can publish a campaign, your workspace needs:
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At least one audience already built — see Audiences.
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At least one email-capable connection, configured with valid credentials, under one of these providers:
Provider Docs SendGrid SendGrid connection AWS SES SES connection Mailgun Mailgun connection Postmark Postmark connection The Data Connection field in the campaign form lists all connections configured in your workspace, not only email ones — choosing a non-email connection will cause the campaign to fail when you test or publish it, so confirm you're selecting an email provider connection.