Trusted by leading brands worldwide
From one-off blasts to repeatable revenue
Most campaigns don’t underperform; they get under-managed. Data lives in too many places; segments drift, and follow-ups miss the moment. monday.com campaign management brings the basics under control.
Segments live in spreadsheets
Build audiences from CRM fields so targeting stays accurate.
Marketing and sales work off different truths
Centralize campaign context with accounts & deals for smoother follow up.
Follow-ups are manual
Trigger outreach when engagement changes or the CRM stage moves.
Results aren’t tied to pipeline
Connect campaign activity to revenue and make decisions faster.
monday.com campaign management features
Ready-to-use email templates
Standardize layouts, sections, and brand elements so campaigns look consistent—whether it’s a one-off send or a full nurture track.
Drag-and-drop builder
Build emails quickly, review them easily, and keep changes simple—so execution stays on schedule, not stuck in a thread.
CRM-based segmentation
Target by lifecycle stage, owner, industry, region, and more. When records update, your segments update too.
Personalized fields pulled from CRM records
Use CRM data to personalize subject lines and body content—without turning every campaign into a manual rewrite.
Send now or schedule sends
Plan around launches, events, and time zones. Set it, schedule it, and move on to the next campaign.
Automations triggered by engagement or CRM updates
Automate the next touch when someone engages—or when a deal hits the right stage—so your team follows up with timing (and receipts).
Performance tracking
See what’s working by campaign and segment, then refine messaging, timing, and audiences with confidence.
Our Approach
Our monday.com campaign experts keep it practical: templates, segmentation, automation rules, and reporting, set up in the right order.
Discover
define campaign goals, audiences, and success metrics (pipeline, retention, activation).
Design
build templates, brand blocks, segments, and sending rules inside monday CRM.
Launch
run a pilot campaign, QA lists and content, and validate reporting end-to-end.
Scale
standardize playbooks, align sales follow-ups, and roll out reporting dashboards.
Optimize campaigns with clear performance insights
This is where campaign management earns its keep. You get clear performance signals—and fewer opinions disguised as reporting.
- Core monday.com campaign management features: delivery, opens, and clicks—tracked per send.
- Compare performance across segments to see which audiences convert.
- Measure campaign impact alongside CRM activity—so sales can prioritize the right follow-ups.
- Use results to iterate messaging, timing, and segmentation with confidence.
- Keep performance reporting shareable with stakeholders in a single dashboard view.
- Keep monday com campaign management inside the CRM, so your team stops bouncing between tools.
Translate goals into a system with a dedicated monday campaigns consultant
Built for marketing and sales teams
Built for marketing and sales teams
Marketing teams
build newsletters, nurture, win-back, and event invites with templates and segments.
Sales teams
see campaign engagement in context and follow up when interest is highest.
Sales Ops / RevOps
standardize segments, governance, and reporting to keep campaigns consistent.
Customer success
onboard, educate, and retain customers with timely lifecycle campaigns.
Leadership
visibility into what’s being sent and what’s influencing pipeline.
What our clients say about us
Frequently Asked Questions
What is monday CRM Campaigns?
It’s a module in monday CRM that helps you create, send, and track email campaigns using CRM data for targeting and follow-ups.
What types of campaigns can we run?
Common use cases include welcome emails, newsletters, nurture flows, event invitations, win-back campaigns, product updates, and feedback requests.
Can we segment audiences using CRM data?
Yes. Build segments using CRM fields (like industry, lifecycle stage, region, owner, and more) so targeting stays accurate as records change.
Can campaigns be automated based on behavior or CRM updates?
Yes. Set up automations to trigger timely outreach based on actions (e.g., engagement) and CRM changes (e.g., stage updates).
Can you help us set up monday CRM Campaigns?
Yes. We’ll implement monday com campaign management the right way—templates, segments, automations, dashboards, and rollout—plus guidance on the best-fit monday CRM plan.
If you want, share your current workflow (or the mess around it. We’ll tell you exactly what to standardize, what to automate, and what to leave alone.
Make monday CRM Campaigns yours.
We’ll help you launch monday com email campaigns that are on-brand, CRM-powered, and measurable, so your team spends less time exporting lists and more time improving results.
