Why in-CRM marketing matters
JL
Jamie Lin · Marketing Manager
"We just closed a great webinar with 400 signups. I want to send a personalized follow-up today — not export the list to a separate email tool next week, by which point the moment has passed."
Every hop between "the data lives in the CRM" and "the campaign goes out" is a delay, a chance for the list to go stale, and a chance for personalization to fall apart.
Business outcome
Campaigns run directly against live CRM data with built-in personalization and per-recipient delivery tracking — same day, same tool.Anatomy of a campaign
| Piece | Role |
|---|---|
| Template | HTML email with merge fields, e.g. {{firstName}} |
| Campaign | Pairs a template with a recipient object and a filter, e.g. Lead where campaign_source__c = "Webinar" |
| Send | Resolves each recipient's actual field values into the template, then sends via your org's own SMTP settings |
| Campaign Log | One row per recipient — SENT or FAILED, with the error message if it failed |
Gated by design
Marketing Studio is invisible to anyone whose Profile doesn't have the marketingAccess flag enabled — both the frontend routes and the backend API enforce this check.Send a webinar follow-up campaign
Confirm accessMake sure your Profile has
marketingAccess enabled, then open Marketing Studio.Configure SMTP (first time only)Marketing Studio → Settings — enter your org's SMTP host, port, and credentials.
Create a templateTemplates → New Template — write the HTML and insert
{{firstName}} as a merge field.Create the campaignCampaigns → New Campaign — pick the template, recipient object Lead, filter
campaign_source__c = "Webinar".Send and reviewClick Send, then open Campaign Detail to review the per-recipient delivery log.
Test what you learned
1. What profile flag must be enabled to access Marketing Studio at all?
canViewAllDatamarketingAccesscanManageUsers2. Where are a campaign's per-recipient results recorded?
Nowhere — only a total sent count is kept
A CampaignLog row per recipient, regardless of success or failure