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Run CRM-powered email campaigns that move revenue

Build, send, and optimize on-brand outreach inside your CRM. With monday com campaigns, targeting stays clean, follow-ups happen on time, and reporting doesn’t require a spreadsheet rescue mission.

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Trusted by leading brands worldwide

From one-off blasts to repeatable revenue

Most campaigns don’t underperform; they get under-managed. Data lives in too many places; segments drift, and follow-ups miss the moment. monday.com campaign management brings the basics under control.

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Segments live in spreadsheets

Build audiences from CRM fields so targeting stays accurate.

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Marketing and sales work off different truths

Centralize campaign context with accounts & deals for smoother follow up.

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Follow-ups are manual

Trigger outreach when engagement changes or the CRM stage moves.

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Results aren’t tied to pipeline

Connect campaign activity to revenue and make decisions faster.

monday.com campaign management features

Ready-to-use email templates

Standardize layouts, sections, and brand elements so campaigns look consistent—whether it’s a one-off send or a full nurture track.

Drag-and-drop builder

Build emails quickly, review them easily, and keep changes simple—so execution stays on schedule, not stuck in a thread.

CRM-based segmentation

Target by lifecycle stage, owner, industry, region, and more. When records update, your segments update too.

Personalized fields pulled from CRM records

Use CRM data to personalize subject lines and body content—without turning every campaign into a manual rewrite.

Send now or schedule sends

Plan around launches, events, and time zones. Set it, schedule it, and move on to the next campaign.

Automations triggered by engagement or CRM updates

Automate the next touch when someone engages—or when a deal hits the right stage—so your team follows up with timing (and receipts).

Performance tracking

See what’s working by campaign and segment, then refine messaging, timing, and audiences with confidence.

Our Approach

Our monday.com campaign experts keep it practical: templates, segmentation, automation rules, and reporting, set up in the right order.

Step 01

Discover

define campaign goals, audiences, and success metrics (pipeline, retention, activation).

Step 02

Design

build templates, brand blocks, segments, and sending rules inside monday CRM.

Step 03

Launch

run a pilot campaign, QA lists and content, and validate reporting end-to-end.

Step 04

Scale

standardize playbooks, align sales follow-ups, and roll out reporting dashboards.

Optimize campaigns with clear performance insights

This is where campaign management earns its keep. You get clear performance signals—and fewer opinions disguised as reporting.

  • Core monday.com campaign management features: delivery, opens, and clicks—tracked per send.
  • Compare performance across segments to see which audiences convert.
  • Measure campaign impact alongside CRM activity—so sales can prioritize the right follow-ups.
  • Use results to iterate messaging, timing, and segmentation with confidence.
  • Keep performance reporting shareable with stakeholders in a single dashboard view.
  • Keep monday com campaign management inside the CRM, so your team stops bouncing between tools.

Translate goals into a system with a dedicated monday campaigns consultant

Start with Campaigns

Built for marketing and sales teams

Built for marketing and sales teams

Marketing teams

build newsletters, nurture, win-back, and event invites with templates and segments.

Sales teams

see campaign engagement in context and follow up when interest is highest.

Sales Ops / RevOps

standardize segments, governance, and reporting to keep campaigns consistent.

Customer success

onboard, educate, and retain customers with timely lifecycle campaigns.

Leadership

visibility into what’s being sent and what’s influencing pipeline.

Happy Clients Speak

What our clients say about us

"Dear Transfunnel Team, I am writing to express my sincere appreciation for the outstanding work your team has accomplished in the consolidation and migration of our data. Your dedication and expertise have been evident throughout the project, and the results are a testament to your professionalism. The meticulous attention to detail and the seamless execution of the migration have significantly enhanced our operational efficiency. Your team's ability to manage complex tasks with such precision and professionalism is truly commendable. Thank you for your hard work and commitment. We look forward to continuing our collaboration and achieving even greater success together. Yours sincerely,"

"Thank you for your support in implementing the workflows on my monday.com account. I appreciate your efforts and efficiency throughout the process. I would like you and your company to continue handling any future needs and issues related to my account. You have been kind and polite in understanding my requirements, and I truly appreciate your quick response in resolving matters. Your assistance has been invaluable in helping me navigate and implement new functions smoothly. Looking forward to working with you again."

"Thank you for the update and for successfully completing the migration of cyncly.monday.com and compusoft-it.monday.com to the new Monday instance. We appreciate the exceptional effort and dedication of the Transfunnel Consulting Team in ensuring a smooth transition. We look forward to continuing our collaboration and achieving more milestones together."

"I am glad to say that you have gone over and beyond in ensuring that our purpose is met from our Monday subscription by resolving the bugs which have come up over time and any difficulties that the team has faced in adapting to the process. Thank you for your support."

"Dear team, I wanted to let you know that after monday migration, the boards are working absolutely fine. Thank you so much for all the efforts in migration."

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Frequently Asked Questions

What is monday CRM Campaigns?

It’s a module in monday CRM that helps you create, send, and track email campaigns using CRM data for targeting and follow-ups.

What types of campaigns can we run?

Common use cases include welcome emails, newsletters, nurture flows, event invitations, win-back campaigns, product updates, and feedback requests.

Can we segment audiences using CRM data?

Yes. Build segments using CRM fields (like industry, lifecycle stage, region, owner, and more) so targeting stays accurate as records change.

Can campaigns be automated based on behavior or CRM updates?

Yes. Set up automations to trigger timely outreach based on actions (e.g., engagement) and CRM changes (e.g., stage updates).

Can you help us set up monday CRM Campaigns?

Yes. We’ll implement monday com campaign management the right way—templates, segments, automations, dashboards, and rollout—plus guidance on the best-fit monday CRM plan.

If you want, share your current workflow (or the mess around it. We’ll tell you exactly what to standardize, what to automate, and what to leave alone.

Make monday CRM Campaigns yours.

We’ll help you launch monday com email campaigns that are on-brand, CRM-powered, and measurable, so your team spends less time exporting lists and more time improving results.

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