RSoft CRM’s Automated Campaigns feature, you can streamline your email workflows and deliver the right messages at the perfect Marketing Automation Whether it’s welcoming a new subscriber or following up after a sales demo, Campaigns allows you to build personalized, data-triggered marketing journeys that improve engagement and keep your pipeline active.

Powered by RSoft CRM’s smart Marketing Automation this tool lets you set up triggers, actions, and time delays based on real-time customer and deal updates—giving your team a seamless, hands-free way to run impactful email marketing.And now with Campaigns Insights, you can monitor every aspect of your email performance in visually rich, customizable reports—ensuring your strategy is always evolving for better results.

What Are Automated Campaigns?

Automated campaigns help you eliminate manual tasks by sending targeted emails based on customer behavior, CRM changes, or Marketing Automation status updates. This ensures your leads receive relevant content exactly when they need it enhancing engagement, conversions, and retention.

Examples of Automated Campaigns You Can Create:

• Welcome emails for new email subscribers
• Product introduction emails for contacts entering your sales funnel
• Feedback requests after an initial cold call
• Thank-you emails following customer conversations
• Follow-up messages post sales presentations or demos
• Upsell drip campaigns triggered after deal closure

How to Create an Automated Campaign in RSoft CRM

Setting up your first automated campaign is fast and simple:

• Begin by creating an email campaign—no need to define the audience immediately.
• Choose to build a new automation or connect one to an existing email.
• Select a ready-made template or build your own custom workflow.

Ready-to-Use Templates Include:

• When a new contact is created and marked as “Subscribed” → Send an email
• When a contact’s marketing status updates to “Subscribed” → Send an email

Use RSoft CRM’s easy drag-and-drop editor to craft personalized email messages and build automation flows effortlessly.Add smart time delays to create high-converting drip campaigns with perfect timing.

Measure Your Email Success with Campaigns Insights

Once your automated campaigns are live, Campaigns Insights gives you full visibility into their performance.Access detailed reports and visual dashboards directly in the Insights tab of RSoft CRM. These tools help you refine your strategy, boost team collaboration, and showcase results across departments.

What You Can Track with Campaigns Insights:

• Send date View performance over selected time frames
• Sender analytics See which team member generates the most engagement
• Engagement metrics Monitor open rates, click-throughs, bounce rates, and more
• Recipient segmentation Identify which audiences respond best

Display data using bar graphs, pie charts, tables, or scorecards to quickly assess the impact of each campaign.

Who Can Use These Features?

• Automated Campaigns: Available for users with RSoft CRM’s Automation Suite.
• Campaigns Insights: Included with the Campaigns add-on module.

Why Use RSoft CRM's Automated Campaigns?

Automated email campaigns are more than just a time-saver—they're a strategic asset. With RSoft CRM, you're not only reducing manual workload but also delivering tailored messages that guide leads through your sales funnel intelligently and efficiently.

Key Benefits:

• Boost Engagement : Time emails based on customer behavior to increase opens and clicks
• Shorten Sales Cycles: Nurture leads automatically and reduce follow-up delays
• Enhance Team Productivity: Free up your sales and marketing teams for high-value tasks
• Drive Consistency : Ensure every prospect and customer receives the right message at the right stage
• Improve ROI: Analyze campaign performance and optimize for better results with built-in insights

Conclusion:

RSoft CRM’s Automated Campaigns and Campaigns Insights empower businesses to do more with less—automating repetitive email workflows, nurturing leads with precision, and tracking performance in real time. Whether you're welcoming new subscribers, following up after a demo, or launching a multi-step drip campaign, RSoft CRM ensures your message reaches the right people at the right time.

With intelligent triggers, powerful templates, and in-depth analytics, RSoft helps you turn email marketing into a strategic growth engine.