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CRM
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CRM
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overview
people
segments
send
by source
events, last 7 days
recent signups
recent sends
look up
newest
export csv
build
+ condition
match all
match any
preview count
save
definition (editable json)
saved segments
dry run first. an actual send needs the confirm step, and every send re-checks consent and suppression at send time.
segment
subject
html body (must contain
{{unsubscribe_url}}
;
{{name}}
and
{{email}}
also work)
<p>hi {{name}},</p> <p>...</p> <p><a href="{{unsubscribe_url}}">unsubscribe</a></p>
dry run
send for real
past sends