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Campaigns

Create and automate email and SMS campaigns with Growth IQ—build multi-step sequences, target specific audiences, personalize messages, and track performance all in one platform.

Campaigns

1. Overview

The Campaigns feature in Growth IQ helps you create, automate, and track your email marketing efforts — all in one place. With it, you can send targeted messages to specific audiences, nurture leads over time, and keep your customers engaged without needing multiple tools.

Objectives:

  • Build and automate multi-step email campaigns.
  • Personalize content using dynamic merge fields.
  • Send campaigns to targeted contact lists or to all contacts.
  • Monitor campaign performance metrics: sends, opens, clicks, bounces, and unsubscribes.

Navigation: Dashboard → Campaigns

2. Step-by-Step: Creating a Campaign

Step 1: Access Campaigns

  1. Navigate to the Campaigns section from the Growth IQ dashboard.
  2. The Campaigns dashboard displays options to create new campaigns and build multi-step campaigns.

Step 2: Create a Campaign

  1. Click Create Campaign.
  2. Select a template or choose Start from Blank.
  3. Enter a campaign name and optional internal description.

Step 3: Build the Email Sequence

  1. Use the campaign builder to design your email flow:
    • Add email steps using templates or content blocks.
    • Insert delays to control send timing.
    • Apply branching logic for conditional flows based on engagement or contact attributes.
    • Include dynamic merge fields for personalization (e.g., contact name, company name).
  2. Click Preview to verify the sequence and content.

Step 4: Define the Audience

  1. Click the "add recipients" button to select target contacts or lists.
  2. Lists can be imported or built from CRM → Lists (static or smart).
  3. Apply filters to refine the audience as required.
  4. Confirm the audience selection before publishing.

Step 5: Review and Publish

  1. Review email content, delays, and audience configuration.
  2. Use Preview as Contact to verify merge fields, links, and formatting.
  3. Click Publish Campaign to activate the sequence.
  4. Growth IQ will automatically send emails based on configured steps and delays.

3. Key Features

  • Visual Builder: Easily create beautiful emails and campaign sequences using a simple drag-and-drop editor.
  • Multi-Step Automation: Set up automatic follow-ups with delays or branching paths based on how contacts engage.
  • Performance Tracking: Track sends, opens, clicks, bounces, and unsubscribes.
  • Pause & Resume: Pause a campaign at any time to make updates or review results — no progress is lost.
  • Dynamic Personalization: Add contact-specific details using merge fields.

4. Sending Mass Texts via Automations

📹 Video Tutorial: Sending Mass Texts via Automations

📹 How to access the AI prompt within Automations

Step 1: Create the Automation

  1. Go to Automations in the Growth IQ platform.
  2. Click Create Automation (or open an existing one).
  3. Add a Trigger: Select Triggered Manually for a Contact. This allows you to manually start the automation from a list later.

Step 2: Add the SMS Message

  1. Add a new step: SMS Message.
  2. Enter the text you want to send. Example: "Hi, this is Jen. How are you?"
  3. (Optional) Add dynamic content such as the contact's first name:
    • Click Dynamic Content
    • Choose From previous step → Trigger → Contact ID
    • Search for and select First Name
    • The field will be inserted automatically (e.g., Hi )
  4. Click Save.

Step 3: Turn On the Automation

  1. Set Run only once per contact to prevent duplicate messages.
  2. Turn ON the automation.

Step 4: Send the SMS to a Contact List

  1. Navigate to CRM → Lists.
  2. Find the list you want to message.
  3. Click the three dots on the right side of the list.
  4. Select Start Automation.
  5. Choose the workflow you created.
  6. Click Start → The text message will be sent to all contacts in that list.

Step 5: Editing the Workflow (Optional)

  1. Return to Automations and open your workflow.
  2. Turn OFF the automation before making changes.
  3. Wait until it finishes draining (ensuring no contacts are currently in the workflow).
  4. Add or modify steps such as additional SMS messages, email steps, or delay steps.
  5. Save your changes, then turn the automation ON again.

5. Delivery and Testing

  • Confirm merge fields and formatting by using Preview as Contact.
  • Validate all links and call-to-action buttons prior to publishing.
  • Review email logs in Administration → Email History to troubleshoot delivery issues.
Notes:
• Workflows begin running immediately once triggered unless a delay or future start date is configured.
• Use delays or scheduling if you want messages to go out on a specific date or time.
• Always turn off an active workflow before editing to avoid sending unintended messages.

6. Frequently Asked Questions

Q: How many emails can I send per month?
A: By default, up to 10,000 emails. Additional capacity may be available.

Q: Can I add contacts to an active campaign?
A: Yes. Eligible contacts or lists added mid-campaign will start at the beginning of the sequence.

Q: How do I preview a campaign as a contact?
A: In the campaign builder, click Preview and select a contact.

Q: How do I change the From name or sender email?
A: Navigate to Administration → Email Settings to configure sender details.

Q: Why can't I create campaigns yet?
A: Campaigns may need to be enabled for your account by an administrator — contact support!

Q: Can campaigns be triggered from form submissions?
A: Yes. Use automation: When a form is submitted → Add contact to campaign.