What are campaigns during beta?

Short answer

Campaigns are planned as CRM-connected email and outreach workflows. During beta, use them for testing how leads, clients, and event workflows should trigger communication.

Learn moreHow do CRM automations work?How do CRM and campaigns connect?

Campaign purpose

  • Campaigns should eventually help send structured outreach connected to CRM stages, event dates, client status, or internal workflow triggers.
Learn moreHow do CRM and campaigns connect?How do CRM automations work?

Beta expectation

  • Campaign tools may be available in phases while email sending, templates, and CRM triggers are tested.
  • Do not rely on a campaign for a live client communication unless the workspace has already verified the workflow end to end.
Learn moreHow do CRM and campaigns connect?How do CRM automations work?

What to test

  • Whether campaign pages load correctly
  • Whether templates save
  • Whether CRM-related triggers are clear
  • Whether the right audience would be selected before sending

Related articles

How do CRM automations work?Learn moreHow do CRM and campaigns connect?Learn moreWhat should beta testers report first?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.