Send Targeted Email Campaigns to Customers and Leads, Right From Your CRM

Use Method’s Email Campaigns app to stay top-of-mind with new leads and existing customers. Creating custom email templates makes it quick and easy to send mass emails, while filtering your contacts based on key criteria helps you send targeted email campaigns. You can even take advantage of Method’s free integration with MailChimp to quickly send select contacts from your CRM to your MailChimp account.

Note: The Email Campaigns app is an add-on to the CRM Pro base plan. Visit our pricing page for more information.

Why should my business use the Email Campaigns app in Method?

  • Streamline Communication with Custom Email Templates

    Create custom email templates for each area of your business, from post-sale follow-ups to seasonal reminders. This makes sending mass emails more efficient and ensures consistent messaging across your team.

  • Segment Your Contacts for Personalized Outreach

    Building segmented contact lists helps you get the right information to the right people. Use the data in your CRM to filter customers based on region, purchase history, and more — then share relevant promotions and updates with each group.

  • Method + MailChimp = Powerful Targeted Email Marketing

    Easily send segmented contact lists to MailChimp with Method’s free integration. Use MailChimp’s advanced reporting tools to refine your email campaigns, then watch as the repeat business floods into your CRM.

How do I start using the Email Campaigns app?

  1. For starters, you need to have a Method account. If you don’t yet have one, sign up for your Free 30-Day Trial Here!
  2. Sign into your Method account. On your dashboard, click the box for Add / Remove Apps.
  3. Click on the Email Campaigns pack, then click Add Pack.
  4. Click the Expand link next to Email Campaigns Permissions.
  5. Click the Access checkbox next to your name. For more info on managing app permissions for other users in your Method account, visit our help article here.
  6. Click Install to begin installing the Email Campaigns pack. You will receive a notification when pack installation is complete. When you return to your dashboard, you should now see the Email Campaigns app!

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