How to send a campaign from CRM (manual follow-up)?

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Quick summary: From CRM, you can send a campaign (message) to 1 contact, multiple contacts, or all contacts in a stage. After sending, Novalya can automatically apply an action (move, duplicate, delete).

What is a CRM campaign for?

A CRM campaign allows manually following up with your prospects in a structured way:

Use cases:

• Follow-up with already contacted contacts
• Follow-up entire stage (e.g., "Follow-up needed")
• Follow-up message after first interaction
• Reactivation of cold contacts

Select contacts

You can send a campaign to:

Option A — 1 contact

• Select contact in desired stage
• Launch sending

Option B — Multiple contacts

• Check multiple contacts
• Launch bulk sending

Option C — Complete stage

• Select entire stage directly
• Sends to all contacts in this stage

Security limit: 50 sends maximum

If you have more than 50 contacts to follow up:

1. Split into multiple campaigns (e.g., 2 × 50)
2. Space campaigns over time
3. Verify your messages generate responses

Bulk actions without message sending

To move, add or delete contacts without sending message, use manual bulk actions in CRM.

Important difference:

Choose message

During campaign, you select:

Option 1: Existing message

• Choose from your saved messages
• Reuse a tested and effective message

Option 2: New message

• Create new message directly
• Write specific message for this follow-up

Sending format:

• Message is sent in Messenger (Facebook)
• Or DM (Instagram)
• Depending on CRM used

Launch campaign

Before sending, a summary screen lets you verify:

Information displayed:

• ✅ Selected message
• ✅ Number of targeted contacts
• ✅ Concerned pipeline and stage
• ✅ Chosen post-send action (if configured)

Possible actions:

• Back: Modify your parameters
• Cancel: Cancel campaign
• Launch: Start sending immediately

Possible actions after sending

After sending, you can choose an action to automatically organize your CRM.

Action 1 — Move to another stage (same pipeline)

How it works:

• Moves contacts to another stage
• Stays in same pipeline

Usage example:

Contacts in "Follow-up needed"
→ Send follow-up campaign
→ Automatic move to "Followed up"

Result: Clear organization between contacts to follow up vs followed up.

Action 2 — Move to another pipeline (and remove from current)

How it works:

• Transfers contacts to another pipeline
• Choice of arrival stage
• Removes from original pipeline

Usage example:

Contacts in "Prospects" pipeline (stage "Interested")
→ Send qualification campaign
→ Transfer to "Potential customers" pipeline (stage "To follow")

Result: Contacts removed from "Prospects", added to "Potential customers".

Action 3 — Add to another pipeline (duplication)

How it works:

• Adds contacts to another pipeline
• Without removing them from current pipeline
• Contacts are in both pipelines

Usage example:

Contacts in "Prospects" pipeline
→ Send special Q1 campaign
→ Add to "Q1 Campaign" pipeline

Result: Contacts stay in "Prospects" AND are added to "Q1 Campaign".

Action 4 — Delete after sending

You can choose to delete contacts after sending.

Two options:

• Delete from current pipeline only
• If contact in other pipelines: stays in CRM
• If contact only in this pipeline: complete deletion

• Delete completely
• Removes from all pipelines
• Complete CRM deletion

Usage example:

Contacts in "Summer 2025 campaign" (ended)
→ Send closing message
→ Deletion from this pipeline
→ Stay in "Prospects" pipeline if present

Important: CRM accessible, actions depend on Chrome

CRM remains accessible even if Chrome is closed.

However, to send campaign and execute actions:

• ✅ Google Chrome must be open
• ✅ Your Facebook/Instagram session must be connected

Best practices

Recommendations

Before launching:

• Verify your message is relevant
• Test on 5-10 contacts first
• Ensure Chrome is open

Effective message:

• Short and personalized
• Relationship context mentioned
• Clear question or call-to-action

Post-send management:

• Move to "Followed up" for tracking
• Or add to temporary pipeline
• Avoid leaving in original stage

Volume:

• Max 50 per campaign (system limit)
• Space campaigns by few hours
• Don't follow up same contacts too often

Concrete examples

Example 1: Cold prospect follow-up

Situation: 30 contacts in "Follow-up needed" for 15 days.

Configuration:

1. Select "Follow-up needed" stage
2. Message: "Hello {firstname}, I'm getting back to you..."
3. Action: Move to "Followed up"
4. Launch

Result: 30 messages sent, contacts automatically moved.

Example 2: Specific event campaign

Situation: 45 "Interested" contacts for Q1 event.

Configuration:

1. Select 45 contacts
2. Message: Event invitation
3. Action: Add to "Q1 Event" pipeline (duplication)
4. Launch

Result: Contacts stay in "Interested" AND added to "Q1 Event".

Example 3: Ended campaign cleanup

Situation: Black Friday campaign ended, 40 non-converted contacts.

Configuration:

1. Select "Not converted" stage
2. Message: "Thanks for your interest..."
3. Action: Delete from this pipeline only
4. Launch

Result: Pipeline cleaned up, contacts preserved in other pipelines.

FAQ

Why is CRM campaign limited to 50 sends?

Novalya limits CRM campaign to 50 sends maximum to protect your account and maintain stable sending behavior.

Can I cancel an ongoing campaign?

No. Once launched, campaign executes automatically. However, you can close Chrome to stop it (already sent messages remain sent).

Are contacts notified of movement?

No. CRM movements are invisible to contacts. Only message is visible.

Can I send campaign without post-send action?

Yes. Post-send actions are optional. You can simply send message without any automatic action.

What happens if contact doesn't receive message?

Failed messages (blocked account, closed conversation, etc.) are counted but contact stays in current position. No action is triggered for failures.

Need help?

If you have questions about CRM campaigns, our support team is available:

• Email: support@novalya.com
• Ticket Center: Available from your Novalya space

We typically respond within 2 hours during business days.

Updated on: 27/03/2026