What is the difference between automations, campaigns, & one-to-one emails?


Automations are useful for when you want a sequence of events to be followed. This could involve pre-sale nurturing of a contact, post-sale up-sell emails and touch points, etc. 


Email campaigns are one-off messages sent to a list of opted-in contacts from the Campaigns Overview page. Common use cases would be:

  • Sending out product updates
  • Newsletters
  • One-time promotions

One-to-one emails

One-to-one emails are personal emails sent to a single contact from an account user. These emails can be sent from a Deal record, Contacts Overview page, or a Contact Profile page. You may want to use this feature in order to send a single, direct email to a contact without using an automation or campaign. Doing so will create and store your communications in one place.  

Other common use cases include:

  • Send a follow-up email to a lead on a Deal
  • Reach out directly to your most engaged contacts with coupon codes or other special offers
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