Quill CRM
Campaigns article

Email Campaigns

Set-up Info

Configure your email settings before building your content:

FieldDescriptionRequired
From NameThe sender name recipients will seeYes
From EmailYour verified sender email addressYes
Reply ToEmail address for recipient repliesYes
SubjectYour email subject lineYes
Preview TextText shown in inbox previewsYes

UTM Tracking (Optional)

Enable UTM tracking to measure campaign performance in Google Analytics:

  1. Toggle Enable UTM to ON
  2. Fill in the required fields:
    • UTM Source – e.g., “newsletter”
    • UTM Medium – e.g., “email”
    • UTM Name – e.g., “summer_sale_2024”
  3. Optionally add UTM Term and UTM Content

Email Builder

Design your email using our visual builder:

  1. Click Next after completing Set-up Info
  2. Choose a starting point:
    • Start from Scratch – Begin with a blank canvas
    • Use the drag-and-drop editor to add blocks
  • Use Template – Start from a pre-designed template

Personalization with Merge Tags

Insert dynamic content using merge tags:

Merge TagOutput
{{first_name}}Contact’s first name
{{last_name}}Contact’s last name
{{email}}Contact’s email address
{{company}}Contact’s company name
  •  Pro Tip: Click the merge tags icon in the builder to see all available tags.