Email campaigns in HappierLeads allow you to automatically reach out to identified companies with personalized messages. This comprehensive guide covers everything from creating your first campaign to optimizing performance.

Email campaigns (also called Engage) are automated email sequences sent to identified companies visiting your website. Unlike traditional email marketing, these campaigns are triggered by actual website visits, making them highly relevant and timely.

Give your campaign a descriptive name that identifies its purpose or target audience. Examples:

Set the time window when emails should be sent. Best practice is to send during business hours:

Select the timezone for sending. You can choose:

Select which days of the week to send emails. Most B2B campaigns exclude weekends.

In the Contacts tab, you'll see a list of leads (contacts enriched from identified companies). Each contact shows:

 tab to create your email sequence. A sequence is a series of emails sent over time.

The Overview tab shows detailed campaign performance metrics:

Visual chart showing upcoming email sends over the next 30 days. This helps you plan capacity and avoid overwhelming your mailbox limits.

Historical view of emails sent over the last 30 days. Use this to track campaign velocity and identify patterns.

Toggle the campaign status to pause it temporarily. Paused campaigns won't send new emails but preserve all data and settings.

Click on any contact in the Contacts tab to see:

Target: Companies that viewed your pricing page

 Acknowledge their pricing research, offer to answer questions

 Share customer success story, offer demo

 Provide pricing comparison or ROI calculator

Target: Large companies (500+ employees) from specific industries

 Personalized introduction referencing industry challenges

 Share relevant case study from similar company

Target: Companies that visited your site multiple times but never responded

 Acknowledge repeated visits, ask what they're looking for

 Offer helpful resource (guide, template, tool)

Learn how to create, manage, and optimize email campaigns to engage with identified companies and convert them into customers.

Complete Guide to Email Campaigns

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