Marketing Quick Start
Launch campaigns, build workflows, and track performance. This page is built for the first campaign cycle: draft one live message, build one simple workflow, and make sure your team can read the results instead of just sending into the dark.
What this guide gets you
One campaign that is drafted and moving toward a real send.
One workflow that proves automation can support the team instead of adding complexity.
One analytics habit so the next campaign is guided by data instead of guesswork.
Before you open Marketing
- A clear audience or segment you want to reach first.
- A single campaign goal such as awareness, follow-up, or event turnout.
- A basic message or offer so the first send can be practical instead of over-designed.
Start here
Use this order for your first marketing session.
The goal is not to automate everything immediately. The goal is to send one thoughtful message, prove the workflow, and learn from the results.
Open the marketing workspace
Go to Marketing in the top nav.
Draft your first live campaign
Click New Email Campaign to draft your first message.
Use workflows for the next touch
Use Workflows to automate follow-ups.
Good day-one win
End your first session with one real campaign draft, one audience selected, and one follow-up path your team can automate or schedule next.
Core workflows
These are the campaign motions that matter once marketing work starts moving.
Each workflow here is about keeping communications practical: send clearly, automate intentionally, and review what happened before you repeat it.
Send
Send an email campaign
Start here when you need one message out the door and want the sending path to feel controlled instead of improvised.
- 1Go to
Marketing→Email. - 2Click
New Campaignand choose a template. - 3Add your audience and schedule the send.
Automation
Build a workflow
Use this after the first campaign exists so recurring follow-up does not depend on someone remembering every next step manually.
- 1Go to
Marketing→Workflows. - 2Click
Create Workflow. - 3Choose a trigger, then add follow-up steps.
- 4Activate the workflow when ready.
Insight
Review performance
This is what turns one-off sending into a learning loop. Review performance before you repeat the same campaign pattern again.
- 1Go to
Marketing→Analytics. - 2Review open rates, clicks, and ROI.
- 3Adjust your next campaign based on results.
Keep momentum
The habits that keep campaigns useful instead of noisy.
The strongest marketing teams keep goals, segments, and measurement tight. These habits help you avoid sending more while learning less.
Campaign habits
- Keep segments small for more relevant messaging.
- Reuse templates to move faster each month.
- Schedule sends mid-week for best engagement.
Donors Quick Start
Use this when your next marketing step depends on cleaner donor records, better segments, or stewardship context.
Help center
Best for campaign, workflow, or analytics questions once you know which task is blocked.
Contact support
Use this if you need help choosing the right audience strategy, automation order, or campaign setup plan.
FAQ
Questions teams usually ask once campaigns are live.
These are the issues that show up after the first sends go out and the team needs a repeatable way to improve the next round.
Good stopping point for today
If one campaign is drafted, one audience is defined, and one follow-up path exists, the marketing workspace is already doing meaningful work.
Where do I manage segments?
Go to Marketing → Segments to build and update audiences.
Can I automate donor follow-ups?
Yes—use Workflows to send timed sequences automatically.
How do I add new templates?
Open Marketing → Templates and create a new one.