Everything you need to know about monday campaigns
To have any chance of meeting your organisation’s growth targets, however comfortable or stretched they are, sales and marketing teams need to share the same goal: delivering a seamless, engaging experience to every prospect and customer.
But even the most collaborative teams can be slowed down by disconnected toolsets. Often, valuable customer relationship data lives in a CRM, while marketing campaigns run in a completely separate email platform. Keeping the two in sync usually involves managing complex integrations, manually exporting CSVs, hoping your contact lists are completely up to date and human error doesn’t lead to missed opportunities.
Enter monday campaigns.
If you are already in the monday.com ecosystem, you have likely seen this pop up in your sidebar or feature updates. But what exactly is monday campaigns? Is it just a "lite" version of Mailchimp? Is it a full-blown marketing automation suite? And most importantly, is it worth the extra investment?
Here is your deep dive into everything you need to know about monday campaigns.
What is Monday Campaigns?
Simply put, monday campaigns is an email marketing solution built directly inside the monday Sales CRM platform.
It allows you to design, send, and track mass email campaigns without ever leaving your CRM. Because it sits on top of your existing monday.com data, it removes the need for clunky integrations or manual data transfers.
It is designed to solve the "silo" problem. Instead of having a marketing list that is separate from your sales pipeline, monday campaigns uses your live CRM data as its heartbeat. When a sales rep moves a lead to "Qualified" in the CRM, monday campaigns knows about it, and can act on it instantly.
Key features of Monday campaigns include:
Drag-and-drop email builder: A visual editor similar to what you would find in Mailchimp or HubSpot.
HTML import: For those who prefer to code their own templates.
Automations: Triggering emails based on CRM data changes (e.g., Status changes).
Analytics: Tracking open rates and click-through rates directly on the customer’s contact card.
How is Monday Campaigns Different to Monday CRM?
It is easy to get confused by the naming conventions, but much clearer when broken down simply:
Monday CRM is where you manage relationships: it is for tracking deals, pipelines, contact details, and one-to-one communication. It is a tool primarily for Sales Reps and Account Managers.
Monday campaigns is for mass communication: it is for sending one message to many people at once. It is a tool primarily for Marketers or Growth teams.
While they are technically different "functions," they are designed to work as a single unit. Monday campaigns does not really exist without the data in monday CRM. You use the CRM to organise your data and campaigns to activate it.
How is monday campaigns different to other tools like Mailchimp or Hubspot?
If you are already using Mailchimp, ActiveCampaign, Brevo, Hubspot, or another marketing campaign tool, why would you switch? There are a number of reasons why using monday campaigns could be better for your business including consolidation of tools for efficiency, improved collaboration between sales and marketing, and the key features of Monday campaigns that are built for speed. All of which focuses on saving you valuable time and resources.
1. The "Single Source of Truth" factor
The biggest differentiator is data latency. With Mailchimp and other tools, you are usually working with a snapshot of your data. You have to sync your CRM to Mailchimp, and sometimes that sync breaks or delays.
With monday campaigns, there is no sync - the data is the same. If a salesperson changes a contact's industry from "Retail" to "Hospitality" in the CRM, and you have a campaign scheduled to go out to "Hospitality" companies, that contact is automatically included.
2. Visibility for sales teams
In a traditional setup (e.g., Salesforce + Mailchimp), a sales rep often has no idea if their lead received or opened a marketing email unless they log into the marketing tool, or more commonly, wait for reports from the marketing team, delaying their ability to quickly follow up.
With monday campaigns, the engagement data (opens, clicks) is logged directly on the Item Card in the CRM. A sales rep can look at a lead and say, "Oh, I see they opened our 'New Pricing' email yesterday – I should call them now."
3. Complexity vs. Simplicity
At the moment, Mailchimp and Hubspot are more powerful. If you need complex multivariate testing, predictive demographics, or advanced multi-branch logic based on website pixel activity, Mailchimp or HubSpot win, and instead you need to ensure you have effectively integrated these with monday CRM.
Monday campaigns is built for speed and alignment. It is less about complex marketing science and more about getting the right message to the right segment of your CRM quickly.
Do I need both monday campaigns and monday CRM?
The short answer is yes.
Monday campaigns is not currently sold as a standalone product; it is deeply integrated into the monday CRM architecture.
To use it effectively, you need monday CRM because that is where your audience lives. monday campaigns uses the "Contacts" and "Leads" boards from monday CRM to build its distribution lists. Without monday CRM, monday Campaigns would be an empty tool—you would have the mechanism to achieve your goals, but no data.
What are the benefits of monday campaigns?
If you are on the fence, here are the three main arguments for turning this feature on:
Sales & marketing alignment: When Sales sees Marketing activity and engagement in real-time, they close more deals because they’re able to strike while the leads are hot.
Cleaner data: You stop paying for "ghost leads" in your email tool that were deleted from your CRM months ago. Your unsubscribe lists and CRM "Do Not Contact" fields stay perfectly in sync because they are the same field.
Automation power: You can build workflows that are impossible with separate tools. For example: When a Deal moves to "Contract Sent" stage > Stop all Marketing Campaigns automatically. This prevents the embarrassment of sending a "10% off for new customers" coupon to a client who is about to sign a full-price contract.
Is Monday campaigns worth the investment?
If you are a sales-led organisation that needs to send newsletters, product updates, and nurture sequences to your pipeline, monday campaigns is a no-brainer. The time you save on data management alone will pay for the license.
The value here isn't in "advanced email features", it's in operational efficiency. It removes the friction between the person selling the product and the person marketing it.
How do I go about getting monday campaigns?
Licensing structures can change so it’s always best to get in touch with your monday.com partner to support you, but generally, this would work as an add-on or a tier upgrade to your existing CRM workspace.
Monday campaigns represents a shift towards "Operational Marketing." It moves email away from being a creative island and integrates it into the day-to-day workflow of the revenue team.
It may not have every bell and whistle of a dedicated ESP (Email Service Provider), but for teams already running on monday.com, the tight integration beats feature bloat every time.
If you’re ready to unify your sales and marketing teams, book in a free consultation call with us to chat through your needs and get you set up on monday campaigns in no time.
