HomeServicesRevOps & MarTechmonday.com SolutionsCampaigns & Marketing Workflows
We are a B2B marketing agency first. We use that experience to design campaign workflows, email campaigns, lead handoffs and reporting on monday.com, so marketing and sales work from the same picture.
Where we start
We review how your campaigns run today and find the biggest gaps between marketing and sales.
No commitment required.
monday campaigns lets marketing teams build, send and track email campaigns, including AI-generated drafts, audience segments and automated sends. When used with monday CRM, engagement shows in CRM activity. The Smarketers designs the workflows around it: planning, approvals, lead handoff and reporting, drawing on our B2B ABM and inbound experience.
Plans, assets, approvals and results sit in different places.
Engaged contacts reach sales late, or without context.
It is hard to connect campaign activity to pipeline.
Content moves through review and approval by email.
Who run multi-step programs.
Responsible for process, data and reporting.
Who need to show contribution to pipeline.
Who want one handoff process both teams trust.
Boards for campaign briefs, timelines, owners and budgets.
Request, draft, review and approve paths with clear owners.
Templates, audience segments, automated sends with delay and branching logic, and engagement tracking in monday campaigns.
Rules that route engaged leads and priority accounts to sales with context attached.
Dashboards that connect campaign activity with CRM records and opportunities.
Slack, Google Workspace and other systems, including HubSpot, where technically supported.
Naming standards, permissions, training and playbooks.
Moves a campaign from brief to approval to launch with owners and dates at every step.
Routes campaign responses and priority accounts into the correct sales workflow with the required context.
Connects campaign activity to CRM activity and opportunities, so teams can see what contributes to pipeline.
Tracks tasks, speakers, assets, registrations follow-up and post-event handoff.
Illustrative designs, not client results.
When campaigns and CRM sit on the same platform, sales sees what a lead has engaged with, and marketing sees what happened after the handoff. If you run a separate marketing automation platform, we design the connection so each tool does what it does best.
monday campaigns
Email engagement and segments
Campaign responses
Routed with context attached
Priority accounts
Flagged for sales follow-up
monday.com
Sales
Sees what a lead engaged with
Marketing
Sees what happened after the handoff
monday CRM
Activity and opportunities
If you run a separate marketing automation platform, we design the connection so each tool does what it does best.
Our ABM and inbound work gives us a practical view of how campaigns, handoffs and reporting should flow.
Marketing teams and sales teams use the same data differently, and we design for both.
CRM, email and delivery tools are part of the design.
Reporting is built on definitions agreed before launch.
Map campaign workflow, tools, handoffs and reporting gaps.
Boards, campaign setup, routing rules and dashboards.
Configuration, integrations and testing with real campaigns.
Training and playbooks for your team.
Review results and refine.
What we measure: campaign set-up time, approval cycle time, lead follow-up speed and visibility from campaign to pipeline.
monday campaigns is monday.com’s email marketing product. Teams build emails from templates or a prompt, segment audiences, automate sends and review engagement. It can run on its own, and when used with monday CRM, contacts sync and engagement appears in CRM activity. Features vary by plan and release, and we confirm the current position for your account.
Yes. Many teams keep a marketing automation platform such as HubSpot and use monday.com for campaign operations, delivery and cross-team work. We design the connection so data moves between them as needed.
Yes, if you want that. The Smarketers is a B2B marketing agency, so we can manage ABM, inbound and demand generation programs as well as set up the workflows behind them. Both are optional and scoped separately.
We link campaign activity to CRM records and opportunities and build dashboards on agreed definitions. The depth of attribution depends on your systems and data quality, which we assess first.
Timelines depend on the number of workflows, channels and integrations. We provide a roadmap after the marketing ops review.
We will review your campaign workflow, find the biggest gaps between marketing and sales, and recommend where monday.com can help.
