Email marketing

Create the campaign. Check it before you send.

Build branded emails, refine them with AI, and review how they look in supported inboxes. Keep your audience, campaign checks and reporting alongside your customer records in SMBcrm.

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New Email AI tools are available through Labs. Email usage charges and preview limits apply.

Branded campaigns

AI-assisted editing

Pre-send checks

Campaign reporting

From draft to delivery

Give each campaign a useful job.

A reminder, an announcement and a welcome email need different messages. Build around what the customer needs to know, then check the details before scheduling.

Start with a reason to write
Choose the offer, update or useful advice your audience should receive. A clear goal makes the draft easier to review.
Build from your brand
Create an email with your Brand Board or an existing template. Ask Email AI to shorten a section, revise a headline or make the next step clearer.
Check the message and the audience
Review the offer, links and recipient list. Run the spam check and inspect the email in the inbox environments that matter to your customers.
Send, then review the response
Schedule the campaign and use reporting to assess delivery, engagement and unsubscribes before planning the next send.

Email AI · Beta

Draft and revise with your brand in view.

Describe your audience and goal, then work through the draft. Your team reviews the message and decides when it is ready to send.

Edit through a conversation

Describe the change you want in everyday language. Email AI can revise copy, layout and calls to action while keeping the draft editable.

Prepare a series from one brief

Ask for a welcome series or a set of follow-ups around one goal. Review each generated email and the sequence timing before choosing recipients and confirming the send.

Preview your brand on a template

Preview supported templates in your saved brand colors before choosing one. Check color contrast and readability alongside the wording.

Compare an alternative

Use AI to draft a different subject line or message for an A/B test. Set the test rules and judge the result using the selected engagement metric.

For a series that keeps follow-ups in one email conversation and can stop when a contact replies, explore threaded Email Sequences. For CRM triggers and actions across channels, use workflow automation.

Before you send

Find issues while there is still time to edit.

Check for spam risks

Run a pre-send assessment of the email content, sender setup and reputation signals. Review the flagged issues and suggested fixes, make changes, and run the check again.

A clean result cannot guarantee delivery or inbox placement. Use the check alongside a relevant audience and a properly configured sender.

See supported inbox environments

Inbox Preview renders your email in selected clients such as Gmail, Outlook and Apple Mail. Inspect supported device and light or dark mode combinations for layout, readability and clipping.

Each selected client consumes one preview. Choose the environments you need and check the available balance before rendering.

Domain warm-up · Beta

Prepare your dedicated sending domain.

Automated warm-up gradually increases email activity through platform-managed mailboxes. Your customer contacts do not receive these messages.

Use a verified dedicated sending domain with an issued SSL certificate. Choose a daily warm-up goal in Email Services, then monitor domain health, DNS status and warm-up inbox placement. You can pause or stop it.

Audience and results

Check the list. Learn from each send.

Campaign preparation includes the people receiving the email. Keep contact data and campaign results close enough to inform your next decision.

Verify addresses during import

Choose verification when importing a contact CSV to check for potentially invalid email addresses. Track the job in Bulk Actions, then review the available results before using the audience.

Verification is optional and can incur usage charges. It does not automatically prove consent or guarantee that an address will accept your email.

Review delivery and engagement

Use campaign reporting to review deliveries, opens, clicks, bounces and unsubscribes. Compare the results with the campaign's purpose, then decide what to change in the audience, offer or message.

Treat engagement metrics as indicators. A recorded open or click alone does not establish that someone became a customer.

Campaign ideas

Start with an email your customers need.

A seasonal service reminder

An HVAC business could draft a maintenance email in its brand style, shorten the booking message, and preview the layout in Outlook before scheduling it.
A new customer welcome series

A service business could ask AI for connected emails explaining what happens after signup, where to find useful resources and how to contact the team.
A newsletter for an existing audience

A retailer could compare two subject lines for a product update, then review clicks and unsubscribes to inform the next newsletter.

Common questions

Email marketing, explained.

What can I create with SMBcrm Email Marketing?

Create newsletters, promotions, customer updates and follow-up emails using the email builder. Email AI can help draft and revise branded content, prepare related emails for a campaign, and create variations for testing. Review the content, recipients and sending settings before launch.

How does Email AI use my branding?

Email AI can use your Brand Board colors, fonts and styling when generating an email. You can then request changes to the copy or design. Updating a Brand Board does not automatically restyle emails you already created; review and edit those separately.

Can AI draft a whole email journey?

Yes. Describe the audience and goal to generate a connected series of emails, including proposed timing. Review each step, audience and sending settings before launch. Use workflows when the journey also needs CRM triggers or actions in other channels.

What does the spam check tell me?

The pre-send check reviews campaign content, sender setup and trust signals, then flags risks with suggested changes. Use it to investigate issues and recheck after editing. It is a risk assessment, not a guarantee of inbox placement.

How is Inbox Preview different from a normal preview?

Inbox Preview renders the email in supported email clients, including Gmail, Outlook and Apple Mail, so you can inspect differences across selected environments. Each selected client uses one preview. Check the remaining preview balance before running a set of previews.

Can campaigns run while domain warm-up is active?

Yes, subject to normal sending limits. The daily warm-up goal is a maximum target for warm-up messages, not a campaign limit or guaranteed volume. Warm-up inbox results do not guarantee placement for your campaigns.

Can I verify addresses while importing contacts?

Yes. Choose the email verification option during contact import and track processing in Bulk Actions. Completion means the check has finished, not that every address passed. Review the available results before using the list; verification does not establish permission to email someone.

Can I test different subject lines and email designs?

Yes. Campaign A/B testing compares subject lines or email content, and Email AI can help prepare alternatives. Choose one test type, the audience split, duration and winning metric. Campaign tests require at least 40 contacts overall and 10 per variation. Results reflect that test and audience; AI does not guarantee higher open or click rates.

Are these new email features available in SMBcrm?

Email AI editing and sequence creation, Inbox Preview, pre-send spam checks, verification during contact import and automated domain warm-up are enabled for SMBcrm accounts. Features released through Labs remain beta experiences and can change. Access also depends on your user permissions and email configuration.

Does access mean email usage and previews are unlimited?

No. Email sending and address verification can incur usage charges, and Inbox Preview has its own available balance. AI coverage depends on the tool and your plan. Review current usage settings and the AI coverage guide before planning a campaign.

Review communication usage rates and AI coverage as you plan your sending volume.

Build your next email campaign in SMBcrm.

Bring the draft, audience and campaign checks into the same place as your customer records.