Marketing & engagement

Campaigns & audience

Lists, segments, templates and sending.

• Dynamic blocks, HTML and plain-text emailsShow a block only to the people who match a rule, and write emails as drag & drop, your own HTML or plain text.
• Saved sections: reuse a header, footer or promo across emailsSave part of an email once, drop it into any campaign or template, and choose whether it stays in sync.
• Consent, compliance footers and sending healthHow Solstral records consent, adds the required footer, and protects your sender reputation.
• Personalize emails with merge tagsInsert dynamic fields with the ＋ Dynamic tag menu — works for any object.
• Smart lists: segment by engagement, and email-field priorityBuild audiences from opens and clicks, and control which email field campaigns send to.
• Send your first campaignCreate, pick recipients, design the message, review and send.
• Read a campaign's resultsWho it reached, who opened, clicked, bounced or complained — and how to get any of those lists out.
• Capture replies to campaigns and automated emailsRoute replies back into the CRM so they land on the right record's timeline.
• Design an email in the builderDrag blocks (including into columns), format text, edit at desktop or phone width, and add images from your Content Library.
• Organise templates and the Content LibraryGroup templates and files into folders, and send yourself a test of any template.
• A/B test a campaignTest a subject line on a sample, let the winner send automatically, and read the result correctly.
• Build a form and connect it to your CRMCreate a form, choose what each field writes to, publish it, and trigger a flow on submission.