Five guided steps from your first selection to a completed Campaign. Choose what to send, select your Audience and Actions, then check the details and run.
Drag to rotate, or select a stage.
Start with a Form, a Document or an Email. Each Recipient receives a version personalised to them.
Next: Records →Choose the Records your Campaign will use. Each Form and Document draws from those Records to include the right details for each Recipient.
Next: Audience →Decide who receives it. Filter Salesforce, upload a CSV or add people manually, and save the list to use again.
Next: Actions →Send Emails, export a spreadsheet, record the outreach in Salesforce, or do all three at once.
Next: Run →Check who will be reached and who will be skipped, test it on yourself, then run it and watch the results come in.
Back to the start →Send Emails, export a spreadsheet and update Salesforce from a single Campaign. Choose one, two or all three, and they run together.
Send from your organisation’s address, with your logo, colours and a personal link for each Recipient. Create the Email in the plain editor or drag-and-drop designer, merge in personal details and test which subject line works best.
Export your Audience to a spreadsheet, including each Recipient’s personal link. Arrange and rename columns to suit the receiving system, then save the layout for your next Campaign.
Keep Salesforce up to date as part of the same Run. Create a Record for each person reached, or update a Field on the Record they came from.
Generate an Agreement for each Participant from live Salesforce data, and send each one to the right person in a single run.
A statement for each record, sent to the Participant or to the nominee connected to them.
A pre-filled form for each Participant, with every response attributed to the right person and written back to Salesforce.
Annual Service Agreement refreshes, Statements, Consent Forms and Surveys. Send each Participant what they need through one Campaign.
Build your Audience, choose the Form or Document and send a personal version to each Participant. Responses stay linked to the right person, with results recorded in Salesforce.
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See exactly who you'll reach before you send, and what happened afterwards. Select any result to see the people behind it.
Know how many people your Campaign will reach. The count uses the same process as the actual Run.
See everyone being skipped and the reason: a missing email address, an unsubscribe or no linked Record.
See which Form Fields will arrive pre-filled, with a link straight to the Form to change them.
Run against real Records with every Email redirected to you, so you see exactly what a Recipient will receive.
Publishing locks the Campaign, so nothing can change part way through a Run.
Anyone who has unsubscribed or hard-bounced is skipped automatically, on every Campaign.
Every Email in the Campaign, with the time it was sent.
Who opened each Email. Open rates are approximate, so clicks are the stronger signal.
Which links were clicked, and by how many people.
See failed deliveries and unsubscribes. Hard-bounced addresses and people who opt out are added to your Suppression List automatically.
What each CSV Export produced, row by row.
See who each Run reached and what was skipped. Follow progress in a live panel while Emails are being sent.
The questions providers ask us about Maica Campaigns.
No. Each Recipient gets a private link of their own.
Yes. A Document is generated for each matching Record, so someone connected to several Records receives one for each.
A Suppression List applies across your Workspace. Anyone who unsubscribes or hard-bounces is added automatically and skipped in future Campaigns.
Yes. View results for each Campaign and individual Recipient. Open rates are approximate because some email apps preload images, so clicks provide a more reliable signal.
Yes. Save your Audience as a Segment to use in future Campaigns. You can also save CSV column layouts for reuse.
The Record is skipped and included in the Pre-flight Check, with its details and the skipped count shown before you run the Campaign.
No. Maica Campaigns includes its own Email Editor. Build your Audience from Salesforce, upload a CSV or add people manually. Use it with Maica Forms or Maica Docs to send personalised Forms and Documents to your Audience.