Email Campaigns & Survey Distribution
Send Targeted Campaigns and Survey Invitations Directly from Your CRM
No separate email tool required. ExecutivePulse connects to your existing email service provider and lets you reach your contacts from within your CRM. Campaigns are sent, tracked, and logged without leaving the platform.
Your Contact List, Your Email Campaigns
ExecutivePulse connects to your existing email service provider and lets you send campaigns directly from your CRM. No CSV exports. No list sync. No switching between systems. Your contacts stay in one place and your campaign history stays with the contact record.
Whether you are sending a quarterly newsletter to your business community, inviting employers to complete a BR&E survey, or distributing a program update to grant applicants - every send originates from your CRM data and every response flows back to the same record.
Every email sent through ExecutivePulse is automatically logged as an activity on the recipient's contact record - no manual notes, no separate tracking spreadsheet.
Email Campaign Features
Built for economic development organizations that need to communicate with their business community without managing a separate email platform.
Connect Constant Contact, Mailchimp, Mailgun, SendGrid, or SocketLabs. Your existing email provider account works with ExecutivePulse - no platform migration required. Switch providers without changing your workflow.
Send campaigns to filtered segments of your contact database. Target by entity type, geography, industry, survey responses, or any custom field. Bulk email activity is logged to contact records automatically.
Send tokenized survey invitations to any group of contacts. Each recipient gets a unique link to their form. Track who has responded, who has not, and send reminders without re-inviting completers.
Monitor open rates, click rates, and unsubscribes per campaign. View bulk contact email reports to see engagement at the campaign level and per-contact activity in the contact record.
Every email sent from ExecutivePulse is logged as an activity in the recipient's contact record. No manual notes required. Campaign history is always visible in context alongside visits, tasks, and survey responses.
Built-in unsubscribe link management. Unsubscribes are honored across all future sends automatically. Maintain compliance with CAN-SPAM and CASL without manual list management or suppression file exports.
Campaigns from Your CRM vs. a Separate Email Tool
Managing contacts in one system and sending email from another creates drift, double entry, and gaps in your contact history.
Without ExecutivePulse
- Export contact list to CSV, import to email tool
- Manually re-sync after contact records change
- Track opens in a separate email dashboard
- Copy campaign notes back to CRM by hand
- Survey responses live in a third system
- Unsubscribes managed in email tool, CRM unaware
- No link between email engagement and contact record
With ExecutivePulse
- Send directly from your live CRM contact list
- Segments always reflect current data - no re-sync
- Opens and clicks visible in the contact record
- Activity logged automatically - no manual notes
- Survey responses linked directly to contacts
- Unsubscribes honored across all future sends
- Full engagement history in one place
Frequently Asked Questions
Common questions about email campaigns and survey distribution in ExecutivePulse.