> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.novalya.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

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

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

**Reading time:** 5 min

**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

|| **Difference with prospecting:**
|| - **Prospecting** = Contact new prospects (groups, posts, profiles)
|| - **CRM Campaign** = Follow up with contacts already in your CRM

---

## 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

||| For security and stability reasons, Novalya limits a CRM campaign to **50 sends maximum** per campaign.

**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:**

| Action | CRM Campaign | Manual bulk actions |
|--------|-------------|---------------------|
| **Send message** | ✅ Yes | ❌ No |
| **Limit** | 50 contacts max | Unlimited |
| **Usage** | Follow-up + organize | Organize only |

---

## 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.

||| Actions trigger **after message sending**, not after contact response.

---

### 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
```

| Useful for: Cleaning up stage after processing (e.g., irrelevant contacts).

---

## 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

||| **Without Chrome open:**
||| - ❌ Cannot launch campaign
||| - ❌ Messages not sent
||| - ❌ Actions not executed

---

## 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.

---

|| **Related articles:**
|| - How does Novalya CRM work?
|| - How to manually move contacts?
|| - Can I put a contact in multiple pipelines?
|| - What are Meta sending limits?

---

## 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

Our team aims to reply within 24 hours on business days.