Creating Campaigns

Campaigns in Booked55 are created from the Contacts page by selecting a group of contacts and clicking “Send Emails.” This ensures every campaign starts with a targeted audience.

Creation workflow

1. 1

   Filter your contacts

   On the Contacts page, use the filter bar to narrow down to your target audience. Filter by pipeline, stage, event, client status, or any combination.

2. 2

   Select contacts

   Tick individual contacts, or tick the checkbox in the table header to select every contact on the page. There is no separate "Select All" control.

3. 3

   Click "Send Emails"

   With contacts selected, click the "Send Emails" button that appears in the header bar. This opens the Email Campaign modal.

4. 4

   Configure the campaign

   Fill in the campaign name, description, and subject line. Choose a template or write custom content. The body supports rich text and template variables. A campaign name can be used once in your organization: as you type it, the window says whether the name is available or already taken, and the name can still be changed on the step where you write the email. A Daily Activity campaign starts with a name for the day, such as "Activity 8 October 2026", which you can keep or change.

5. 5

   Step through the modal

   The modal first asks what type of campaign this is: click Daily Activity or Marketing Email and it moves straight on, with no "Next" to press. The steps after that advance with "Next" — there is no "Create Campaign" button. After the last Next the campaign is created in Pending status and begins contact filtering. Open Email → Outreach in the sidebar to watch its progress.

Using templates

When configuring your campaign, you can select a pre-built email template. Templates automatically fill in the subject and body with your saved content, including template variables that personalize each email.

Filter-based vs. manual selection

There are two approaches to building your contact list:

• Filter-based — Apply filters (pipeline, stage, event, etc.), then tick the checkbox in the table header to take everyone the filters matched.
• Manual — Manually check individual contacts. Best for small, hand-picked audiences.

Best practices

• Name campaigns descriptively — Use names like “SaaS Connect Follow-up - Feb 2026” so they are easy to find later.
• Add a description — Note the purpose and audience for future reference.
• Check the contact count — Verify the number of targeted contacts before creating the campaign.
• Ensure contacts have emails — Filter to With email first, so contacts with no address are left out. (The opposite chip, Without email, shows exactly those you want to skip.)