Send Targeted Email Campaigns
Design, send, and track email campaigns directly from your CRM. Merge fields pull live data from every account. Drip sequences auto-send follow-ups on schedule. Open and click tracking tells you exactly who is interested. No more blind outreach.
CRM-Powered Email Outreach
From Segment to Send in 4 Steps
Target the right accounts, personalize every email, automate follow-ups, and track who responds.
Segment Accounts
Filter your accounts by lead score, pipeline stage, city, product category, or custom tags. Build a targeted list in seconds instead of exporting to spreadsheets.
Build Your Email
Pick a pre-built template or start from scratch. Add merge fields like {{contact_name}}, {{account_name}}, and {{last_order_value}} to personalize every email automatically.
Set Timing
Send now, schedule for a specific date and time, or create a drip sequence: Day 1 intro, Day 3 case study, Day 7 pricing. Each step can use a different template.
Track & Respond
Track opens, clicks, and replies in real time. Contacts who reply are auto-exited from the sequence. Hot responders trigger instant notifications to the assigned rep.
Template Builder with Merge Fields
Pre-built templates cover every common scenario: new product launch, price revision, payment reminder, festival greetings, and follow-up sequences. Each template supports merge fields that pull live data from the CRM — contact name, account name, last purchase date, outstanding balance, and rep name.
No more "Dear Customer" emails. Every email reads like it was written personally by the rep, because it pulls real data from your accounts. Your dealers see their own name, their last order, their outstanding amount. Response rates go up because the email is relevant.
- 5 pre-built templates: product launch, price revision, payment reminder, festival, follow-up
- 8 merge fields: contact name, account name, city, last product, last order value, outstanding balance, rep name, rep phone
- Save custom templates for reuse across your team
Dear {{contact_name}},
Thank you for your recent order of {{last_product}} worth {{last_order_value}}. We'd like to introduce our new product range that is perfectly suited for businesses in {{city}}.
I would love to walk you through the catalog. Can we schedule a quick call this week?
Best regards,
{{rep_name}}
{{rep_phone}}
Conditional Drip Sequences
Set up automated email sequences with conditions at every step. Send the intro on Day 1. If the contact opened it, send a case study on Day 3. If they clicked the link, send pricing on Day 5. If they replied at any point, auto-exit the sequence and notify the assigned rep immediately.
Each step in the sequence can use a different template. Timing is fully customizable — Day 1, Day 3, Day 7 or Day 1, Day 2, Day 5. The system respects business hours so emails land during working time, not at midnight.
- Conditional branching: different next steps based on open, click, or no action
- Auto-exit on reply prevents over-emailing engaged contacts
- Business-hours delivery ensures emails arrive at the right time
- Rep notification on reply for immediate personal follow-up
Campaign Analytics That Drive Action
Track every email: delivered, opened, clicked, replied, and bounced. See which templates get the best open rates across your team. Identify hot responders who clicked a link or replied, and flag them for immediate rep follow-up. No more wondering if your emails are being read.
Compare campaign performance over time. See if your new product launch email outperformed last quarter's. Export campaign results to CSV for board presentations. Every metric is tied back to real pipeline impact — you can see which campaigns actually generated deals, not just opens.
- Real-time delivery, open, click, reply, and bounce tracking
- Hot responder alerts notify reps within seconds of a reply
- Template performance comparison: see which templates win
- Export to CSV for reporting and board presentations
Built for How Your Team Actually Emails
These are real situations B2B field sales teams face every week. Here is how BoldReach Email Campaigns handles each one.
"I launched a new product and need to tell 500 dealers."
Segment your accounts by product category, city, or dealer tier. Pick the "New Product Launch" template. Merge fields auto-fill each dealer's name, their last order, and their city. Hit send. 500 personalized emails go out in one click — each one reads like a personal message from their assigned rep. No spreadsheet mail-merge, no BCC disasters.
"Follow-up emails get forgotten after the first send."
Create a drip sequence: intro email on Day 1, case study on Day 3 (only if they opened the first one), and pricing on Day 7 (only if they clicked). The system handles all follow-ups automatically. If the dealer replies at any step, the sequence stops and the rep gets an instant notification. No more manually tracking who needs a second or third touch.
"I don't know which emails get read."
Every email is tracked for opens, clicks, and replies. Your campaign dashboard shows exactly who opened, who clicked, and who replied. Hot responders — dealers who replied asking for pricing or a demo — get flagged instantly with push notifications to the assigned rep. No more blind follow-up calls. Your reps call the people who are already interested.
Send Smarter Campaigns Today
Merge fields, drip sequences, and real-time tracking — all inside your CRM. Free 14-day trial. No credit card required.