📬 Your complete email guide — all in one place.
Sending campaigns, writing subject lines, keeping your list clean, staying out of spam. Everything you need is on this page. No clicking around.
Campaigns are emails you manually send or schedule. Automations run on their own based on triggers. Both live in CapBloom but serve different purposes.
| Use a Campaign When... | Use an Automation When... |
|---|---|
| You're sending a one-time newsletter or update | A new lead opts in to your website |
| You have a deal announcement for your full list | You want to trigger a sequence based on behavior |
| You're sending a market update or webinar invite | The welcome or nurture sequence needs to run automatically |
| You want to reach a specific segment right now | The capital raise sequence needs to pause and restart on a trigger |
🎞️ Video walkthrough coming soon.
Step 1: Navigate to Email Marketing
Marketing → Emails → Campaigns
Step 2: Create a New Campaign
Click New → Choose a Template (you'll customize it in the next step).
Step 3: Customize the Email
Edit the content and layout to match your message. Hit Send Test Email to preview it in a real inbox before you go live.
Step 4: Preview on Different Devices
Use the preview toggle to check how it looks on mobile. Most of your investors are reading on their phones.
Step 5: Set Your From Details
Set your From Name (use your real name, not your company name) and your From Email address. Keep these consistent across every send.
Step 6: Choose Your Audience