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Creating an Email Campaign in RocketCRM

Joe Tolzmann avatar
Written by Joe Tolzmann
Updated today

Step 1: Access the Email Campaign Section

  1. Log into the RocketCRM Web Portal.

  2. On the left-hand sidebar, go to the Marketing section.

  3. At the top of the page, click on Email, then select Campaign.
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Step 2: Start a New Campaign

  1. To create a new campaign:

    • Click on the “New” button in the top-right corner.

    • Select Blank under the template options.

    • Choose Design Editor, then click Select.

Step 3: Design Your Campaign

  1. Name your Campaign by clicking the name field at the top center of the screen.
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  2. Use the left-hand sidebar to:

    • Select a Layout (structure of the email).

    • Add Elements (text, images, buttons, dividers, etc.).

Step 4: Add and Edit Elements

  • Text:

    • Drag and drop the Text element into any section.

    • Click to edit the content.

    • Use the toolbar to adjust font, size, color, background, and alignment.

    • Add hyperlinks using the link icon in the text toolbar.
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  • Images:

    • Drag and drop the Image element into a section.

    • Use the left sidebar to upload an image from your computer.

    • If proportions appear off, clear the width and height fields to auto-adjust.
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  • Buttons:

    • Drag the Button element to a section.

    • Use the left sidebar to edit the button text, add a link, change colors, and adjust the shape or border radius.
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  • Section Tools:

    • Hover over any section to see the mini-toolbar at the top.

    • Use it to duplicate, save, or delete the section.
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Step 5: Test Your Campaign (Optional)

  1. Before sending your campaign publicly, you can send a test version:

    • Click the three-dot icon next to the Save button.

    • Select Test Email.

    • Enter up to five test email addresses and click Send.
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Step 6: Send or Schedule the Campaign

For Small Audiences (10–15 Contacts):

  1. Click Send or Schedule at the top-right corner.
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  2. Fill in required details:

    • Sender Name

    • Sender Email

    • Subject Line

    • Recipient List
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  3. Enable Click Tracking and Send Tracking.
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  4. Click Send.
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⚠️ Note: Sending large volumes without batching may lead to your email being flagged or blocked.

For Larger Audiences: Use Batch Scheduling

  1. Select Batch Schedule.
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  2. Choose:

    • Send Date and Time

    • Batch Quantity (recommended: max 15 recipients per batch)

    • Time Interval between batches
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  3. Deselect any dates you do not want emails sent.
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  4. Complete the required information.
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  5. Click Review and Schedule in the top-right.
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Step 7: View Campaign Statistics

  1. Go to Marketing > Email > Campaign.
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  2. Find your campaign in the list.
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  3. Click the three-dot icon next to the campaign name.
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  4. Select Statistics.
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  5. A sidebar will appear on the right — click Load More Statistics to see:

    • Open Rate

    • Click Rate

    • Bounces

    • Unsubscribes

    • Overall performance summary
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Best Practices:

  • Always send a test email before sending to actual recipients.

  • Use batch scheduling for large email lists to avoid spam filtering.

  • Regularly review campaign performance for optimization.

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