Marketing Setup
Learn how to configure and launch marketing campaigns in LeadFlow Pro.
Welcome to LeadFlow Pro Marketing.
This guide walks you through setting up your marketing channels, creating your first campaign, and measuring results. LeadFlow Pro supports Email, SMS, WhatsApp, and Push campaigns from a single platform.
- For Admin setup, see LeadFlow Pro Admin Guide.
- For Sales setup, see LeadFlow Pro Sales Workflow Guide.
Note: Before launching campaigns, ensure your sending domain is verified and your contact lists are imported. Unverified domains may result in emails landing in spam folders.
1. Connect Your Email Channel
LeadFlow Pro sends marketing emails through your own domain to maximize deliverability. You need to configure your DNS records before sending the first campaign.
- SPF Record – Add the SPF record provided in Settings > Email > Domain Verification to your DNS provider.
- DKIM Record – Add the DKIM CNAME record to authenticate emails sent from your domain.
- DMARC Policy – Set a DMARC policy (p=none for testing, p=reject for strict enforcement) to protect your domain from spoofing.
- Sending Limits – New accounts start with a daily sending limit. Contact support to request a limit increase once your domain reputation is established.
2. Import Your Contacts
Before creating campaigns, you need contacts in your LeadFlow Pro account. You can import existing contacts or capture new ones through forms and integrations.
Go to Leads > Import to upload a CSV file. Map the columns in your file to the corresponding fields in LeadFlow Pro.
Note: Ensure all imported contacts have opted in to receive marketing communications. Importing unsolicited contacts may violate your country's data protection regulations.
3. Create Your First Campaign
Campaigns allow you to reach your audience at scale with personalized messages. LeadFlow Pro supports one-time blast campaigns, recurring drip sequences, and event-triggered automations.
- Campaign Name – Give your campaign a descriptive internal name (not visible to recipients).
- Audience – Select a segment or list of contacts who will receive the campaign.
- Message Template – Choose or create an email/SMS template. Use merge tags like {{FirstName}} to personalize content.
- Schedule – Send immediately or schedule the campaign for a specific date and time in your audience's timezone.
- A/B Testing – Test two variations of your subject line or message content to determine the best-performing version.
4. Analyze Campaign Performance
After your campaign is sent, the performance report is updated in real time. Use these metrics to optimize future campaigns.
- Open Rate – Percentage of recipients who opened your email. Industry average is 20–25%.
- Click Rate – Percentage of recipients who clicked a link in the email.
- Bounce Rate – Percentage of emails that could not be delivered. High bounce rates hurt your domain reputation.
- Conversion Rate – Percentage of recipients who completed the desired action (filled a form, made a purchase, etc.).
