Email campaigns that only reach people you are allowed to email

Keep one list of everyone you can email and whether they agreed, build segments that update themselves, and design, test and send campaigns from your own domain. Every email carries one-click unsubscribe, and every result sits beside the leads it produced.

Coming soon: switching on for workspaces gradually

Why this exists

  • A newsletter tool that lives apart from the CRM means exporting lists by hand, and the list is out of date the day after.
  • Gmail, Yahoo and Outlook now reject bulk email from senders who mail people who never asked or make unsubscribing hard, and a small business usually finds out when its invoices start landing in spam as well.
  • Open rates look healthier than they are, because some email apps open every message automatically, so decisions get made on numbers that are not real.

What it does

Know who you may email, and prove it

Every contact carries a permission status, and subscribing someone records why: they agreed (with a note of how and when), or they are existing customers you may email where the law allows it. Every change is kept in a permission history, and only subscribed people are ever sent a campaign.

Segments that keep themselves up to date

Describe who belongs by tags, country, engagement, what they opened or clicked, CRM lead score or whether they are a customer, and watch the count change as you edit the rules.

Design by dragging blocks

Headings, text, buttons, images, columns, social links and a footer, styled with your brand and previewed on a phone and in dark mode. Start from a template, a blank page, an earlier email, or a short brief that AI turns into a first draft.

Check it before it goes

A review list catches a missing postal address or unsubscribe link, images without descriptions, broken links and emails long enough for Gmail to cut short, with a link to each fix. Send yourself a test, then send now or schedule it.

Test two subject lines

Send two subjects to a test group, let the better one win by opens or clicks after the hours you choose, and the winner goes to everyone else automatically.

Numbers you can act on

Opens from automatic mail apps and security scanners are counted apart and shown, clicks are reported per link, and new leads that came from the email are counted from its tracking tag.

What it does not do

The part you would otherwise find out in week three. If one of these is central to how you work, raise it before you buy rather than after.

  • Campaigns go out through your own sending service, such as Resend, Amazon SES, SendGrid or Mailgun, connected once in Marketing Settings. WorkBOS does not send marketing email from its own servers.
  • There is no landing-page or funnel builder yet, and no branching email journeys beyond the existing drip sequences.
  • Your plan sets how many contacts you can keep and how many marketing emails you can send each month, and sending pauses, with the reason shown, when the month runs out.
  • The builder works on a phone, but it is most comfortable on a larger screen.

Questions, answered

Why connect my own sending service?+

So campaigns come from your own domain and your sending reputation belongs to you alone. On a shared sender, one careless business can put everyone in spam. Resend takes a few minutes to set up, and any service that offers SMTP works too.

Can people unsubscribe from just some emails?+

Yes. Create topics such as Newsletter, Offers and Events; the unsubscribe link opens a page with your logo where people can leave one topic instead of everything. The one-click unsubscribe Gmail and Yahoo require is built into every email.

Can I bring my list from another tool?+

Yes. Export a CSV from the old tool and import it on the Contacts page. You map the columns, and you say how the people on the list agreed to hear from you; that question cannot be skipped.

Are my contacts the same as my CRM?+

They are linked, not the same. Add from CRM brings everyone with an email address in as Not subscribed, linked to their record, because a customer is not automatically somebody who agreed to marketing email.

The full product documentation for this module is at /docs/marketing-emails.

Try it on your own data

Free for up to 5 seats, no card required. Every module is in the same workspace, so nothing needs connecting to anything.