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How to Create Your First Email Campaign in Vedain CRM

Vedain CRM·18-Jun-2026·6 min read

Email campaigns let you send personalised emails to your leads or contacts at scale — with full tracking of who opened and clicked. This guide walks you through creating and sending your first campaign from start to finish.

Before You Start

  • •Make sure you have connected an email account in Settings → Email.
  • •Have an email template ready, or create one during setup (Settings → Email Templates).
  • •Have at least some leads or contacts in your CRM with email addresses.

Step 1: Create a New Campaign

  1. Click Campaigns in the left sidebar.
  2. Click + New Campaign.
  3. Enter a Campaign Name (internal name, recipients don't see this).
  4. Select the Recipient Module: Leads or Contacts.
New Campaign button and campaign name input
New Campaign button and campaign name input

Step 2: Choose Your Recipients

By default, all leads/contacts with email addresses are included. To send to a specific segment, use the Filter Recipients section:

  • •Filter by Status (e.g., only 'Qualified' leads)
  • •Filter by Lead Source (e.g., only 'Website' leads)
  • •Filter by Owner, Industry, Location, or any custom field

The recipient count updates live as you add filters. Recipients who have Email Opt Out turned on are automatically excluded.

Campaign recipient filter builder with count showing
Campaign recipient filter builder with count showing

Step 3: Select Your Email Account and Template

  1. Select which connected email account to send from.
  2. Select an email template (or create a new one).
  3. Enter the email Subject Line.
  4. Preview how the email will look with your merge tags resolved.

Step 4: Send or Schedule

  1. Choose Send Now to send immediately.
  2. Or choose Schedule and pick a future date and time.
  3. Click Confirm.
  4. The campaign starts sending. Go to the Campaign Detail page to watch progress.
Campaign confirmation screen showing recipient count and send button
Campaign confirmation screen showing recipient count and send button

What Happens After Sending

  • •Emails go out in batches (to respect daily sending limits).
  • •Each recipient's status updates as they open or click.
  • •You can see real-time stats on the Campaign Detail page: Sent, Opened, Clicked, Bounced.

Frequently Asked Questions

How many recipients can a campaign have?

There is no hard recipient limit per campaign. However, your daily sending limit (set per email account in Settings → Email) controls how many go out per day. Large campaigns send across multiple days automatically.

Can I send to both leads and contacts in one campaign?

Currently each campaign targets either Leads or Contacts — not both simultaneously. Create two separate campaigns with the same template to reach both groups.

Can I pause a campaign after it starts sending?

Yes. Go to the Campaign Detail page and click Pause. Emails already queued for that batch may still send, but the next batch will be held until you resume.

Can I edit a campaign after it has sent?

You cannot edit the content or recipients of a campaign that has already sent. You can duplicate the campaign (via the campaign list), modify the copy, and send a new one.

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