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.

Step 01

Discover

define campaign goals, audiences, and success metrics (pipeline, retention, activation).

Step 02

Design

build templates, brand blocks, segments, and sending rules inside monday CRM.

Step 03

Launch

run a pilot campaign, QA lists and content, and validate reporting end-to-end.

Step 04

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

Start with Campaigns →

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.

Run CRM-powered email campaigns that move revenue

Trusted by leading brands worldwide