Nextora / CRM audiences & campaigns
A list of email addresses tells only part of the story. Start with the company, source and lead details already in CRM. Give the follow-up a reason to matter.
A broad introduction is easy to write. A relevant one starts with knowing who is on the receiving end.
Use the audience criteria editor to outline Source equals Website, then inspect the lead records, companies and source details underneath.
The audience becomes a set of recognisable CRM records that the team can discuss and check.
A good introduction gives people something specific to consider. The campaign gives your team a plan for what comes after it.
See how the sequence is preparedAn introduction needs a plan for what happens after the message, including where a person should take over.
Review all four steps on the draft canvas: the audience entry point, an email introduction, a two-day wait and a sales task.
Marketing and sales can review the same plan before the campaign is activated.
A prepared sequence still needs a deliberate decision about who should enter it.
Select the intended CRM leads and open In workflow to find the campaign. Activate the workflow and configure its email channel before running it.
The recipients and the sequence are clear before the follow-up begins.
The tools behind the work
Keep the audience, the sequence and the sales follow-up in the same workspace.
CRM, Marketing and Tasks connect the audience, campaign sequence and intended follow-up. Forms & Documents adds enquiry capture to the same setup.
Contacts, companies and workspace access are part of every setup. CRM adds the sales layer.
The journey shown connects a CRM audience, a campaign draft and the sales follow-up. Forms & Documents adds enquiry capture.
Email sequences, audience journeys and campaign results.
Leads, deals, pipelines and customer history.
Lead capture forms, document templates and signing.
Task boards, owners, due dates and follow-ups.
Handle customer replies in a shared queue.
Add a customer-facing bot and website widget.
Add workspace reporting alongside the campaign’s own results.
Additional modules and access are agreed separately.
Private alpha · We’ll confirm the modules, connections and pricing for your workflow.
With Forms & Documents and CRM connected, configure a form to create a lead. Add branding and conditional fields, then publish through a link, an embed or a QR code.
Email campaigns use a visual chain of emails, waits, conditions and A/B splits. Test the flow before launch and review version history, recipient activity and campaign results.
Select the intended CRM leads, open the workflow picker and find the campaign you prepared. Activate its workflow and configure the email channel before running it.
The example uses Marketing for campaigns, CRM for leads and audience lists, and Tasks for the sales follow-up. Forms & Documents adds capture to this setup. Wider business workflows, customer bots and cross-team dashboards are separate extensions.
Nextora is in private alpha. Bring a real audience and the channels you use; we will walk through the campaign sequence and the handoff to your sales team.
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