Setting Up an Email Campaign
A complete walkthrough for creating and sending a bulk email campaign from the VINSI CRM.
Created May 20, 2026
Overview
Email Campaigns let you send bulk emails to CRM contacts or imported CSV lists, with built-in email verification and send rate controls to protect deliverability. For a detailed breakdown of each setting, see the Email Campaigns section in CRM Admin.
To get started, navigate to CRM → Admin → Data & Automation → Email Campaigns and click New Campaign. The campaign wizard takes you through 5 steps.
Step 1 — Recipients
Choose who receives the campaign. There are two ways to select recipients:
CRM Contacts
Pull recipients directly from your CRM. Use + Add Filter to narrow your list. Each filter has:
- Field — Lead Status, Type, Source, Disposition, Last Work Date, or Created Date.
- Condition — is, is not, is empty, or is not empty.
- Value — for Lead Status: New, Open, In Progress, Open Deal, Unqualified, Attempted to Contact, Connected, Bad Timing, or Unassigned.
Add multiple filters to further refine your audience, then click Apply Filters to load matching contacts. Leave filters empty to include all contacts.
Upload CSV
Upload a CSV file of recipients. The file must contain an email column; firstName and lastName are optional. Click the upload area to select your file, or use Download Example CSV to get a correctly formatted template.
When ready, click Next: Compose Email → to continue.
Step 2 — Compose
Write your email content.
- Subject Line — enter the email subject.
- Email Body — write your message using the rich text editor (supports bold, italic, underline, strikethrough, lists, alignment, links, and images). Switch to HTML mode for direct HTML editing. Use the Templates button to quickly load a saved email template.
- Personalization tags — insert dynamic content using
{{firstName}},{{lastName}},{{name}},{{last_name}},{{full_name}},{{email}}, or{{company}}anywhere in the subject or body.
Click Next: Send Settings → to continue.
Step 3 — Send Settings
Control delivery speed and timing.
Send Rate Controls
Set how fast emails go out to avoid being flagged by your email provider. Configure three limits:
- Per Minute — default 10 (recommended: 5–15 for shared SMTP)
- Per Hour — default 200 (recommended: 100–300 for most providers)
- Per Day — default 1000 (recommended: 500–2000 depending on your plan)
An Estimated Send Time banner updates in real time based on your recipient count and rate settings.
Send Schedule
Choose Send Now to start immediately, or Schedule for Later to queue the campaign for a future date and time. When Schedule for Later is selected, two fields appear: a Date picker and a Time picker (12-hour format). Your detected timezone (e.g. America/Los_Angeles) is shown beneath the time field.
Click Next: Review → to continue.
Step 4 — Review
Confirm your campaign before sending. A summary shows your Recipients count, Subject, Rate Limits, Send Via (your configured SMTP), and Schedule. An Email Preview renders the full email below.
Click Schedule Campaign (or Send Campaign if sending immediately) to confirm.
Step 5 — Sending
The campaign is queued and emails begin going out according to your rate settings. You can monitor progress from the Campaign History page.