What is MSP email campaign software?
MSP email campaign software sends marketing and service emails to an MSP's customers and prospects, and follows up on a schedule. Current builds those audiences from the services each customer buys in your PSA, so an outage notice or an upgrade offer reaches exactly the people it is about.
What Current's campaigns do that a mailing tool cannot
Every one of these works today, in every workspace that uses the CRM.
Campaigns step back when a customer is in trouble
By default a campaign series holds each person whose company has an open urgent ticket or security incident, and picks up again 3 days after the last one closes.
Describe it and get the whole series
Say what the campaign is for and Current drafts the emails in your brand, the handwritten cards, the follow-up tasks and the account manager alerts, timed across weeks.
Price increases with each customer's own prices
Raise prices by a percentage and each customer's billing contacts, or its primary contact when it has none, get a table of their own company's lines, frozen when you press send.
Service notices by the service a customer buys
Pick the service, send a test, send, and you have 10 seconds to undo. Send an update to the same people when the outage is over.
Send as a shared mailbox
A sequence can send from a shared Microsoft 365 mailbox with its own name, signature and booking page, instead of from one person.
Bounces handled for you
A hard bounce becomes a Do not email entry by itself, after a check that the bounce is for an email Current really sent.
Scheduled, with a weekend hold
Schedule a campaign from 5 minutes to 60 days ahead, pause and resume it, and a send pressed late on Friday waits for Monday morning.
Audiences from contracts, tools and tickets
Filter on a service by its PSA name, the tools a company uses, open or recent tickets, title, contact type or a contact field, and exclude on each.
- to undo a service notice after you press send
- 10 s
- the furthest ahead a campaign can be scheduled
- 60 days
- emails a day from each mailbox, at most
- 250
- new LinkedIn connection requests a day, each sent by a person
- 25
- people active in one sequence at a time
- 1,000
Notices and price increases for the customers who buy a service
Pick a service and the audience is every contact at the customers who buy it, counted live from your PSA's contracts, with no spreadsheet to export.
Narrow it by contract type, the tools a company uses, open or recent tickets, title, contact type or a contact field, and exclude on any of them. A price increase raises the price by a percentage from a start date 60 days out by default, shows the latest published inflation figure as a suggestion, and gives each customer's billing contacts, or its primary contact, a table of their own company's lines. Only sales leadership and tenant admins can send one, after a test send, and Current never changes a price in your PSA. An optional billing ticket for your PSA is a box you tick at Send, on Autotask, ConnectWise PSA and Syncro.
Describe the campaign and Current designs the whole series
Say what the campaign is for and who it is for, and Current drafts the emails in your Brand kit, the handwritten cards, the follow-up tasks and the alerts to each account manager, timed across weeks.
The series runner stops for a person who replies, books a meeting or lands on the Do not email list, and rings their account manager on a reply or a booking. By default it holds anyone whose company has an open urgent ticket or security incident, so a marketing email never lands in the middle of an outage; you can switch that off for a series. Sequences are not held. You can also write every word yourself, in one of six email styles.
See it on your own PSA data
For the free trial: card up front. We email you the exact amount three days before the first charge, and you can cancel anytime during the trial.
Sequences that send one to one, on your workspace's clock
A sequence sends each step as a personal email from the sender's own Microsoft 365 mailbox, or from a shared mailbox it sends as, inside your business hours and days.
Holidays are skipped. The AI writes one or two personal sentences exactly where you put the personalization tag, at send time. LinkedIn steps arrive pre-written for a person to send, handwritten cards go out through Handwrytten, and a reply lands in the sender's own inbox.
- SOC 2 Type II audited
- Built by an MSP, for MSPs
- Your PSA stays the source of truth
AI in Campaigns, and where a person stays in control
The AI drafts. A person checks every step and sends a test; a designed campaign also needs a sales leader's approval.
| What Current does | What your team does | Limits |
|---|---|---|
| What Current doesDesigns a campaign series from a description: emails, handwritten cards, follow-up tasks and account manager alerts | What your team doesEdits any step, sends a test to themselves, and a sales leader approves | LimitsNothing sends before approval. A person leaves the series on a reply, a booking or a Do not email entry. |
| What Current doesWrites one or two personal opening sentences for each person, at send time | What your team doesPlaces the personalization tag and approves the sequence | LimitsOnly where the tag sits, never anywhere else in the email |
| What Current doesWrites a LinkedIn touch for each person in the sequence | What your team doesReads it and sends it from LinkedIn themselves | LimitsAt most 25 new connection requests a day. Current never posts or sends on LinkedIn. |
| What Current doesDrafts and improves the note on a handwritten card | What your team doesEdits the note and approves the card | LimitsEach card is a real, paid card. A new Handwrytten account starts in test mode. |
| What Current doesWrites the one email for a price increase notice, and Current adds each customer's own price table | What your team doesA sales leader or tenant admin edits it, sends a test and sends it | LimitsThe AI gets the percentage, the date and the category names, never a price. Prices come from the frozen tables. |
The tools a campaign sends through
Campaigns read your PSA for the audience, and send through the accounts you already own.
Your PSA
1 tool
- Autotask, ConnectWise PSA, HaloPSA and SyncroCompanies, contacts, contracts and services for the audience, and tickets for the urgent ticket hold.
Sending
2 tools
- Microsoft 365Sequences send from each sender's own mailbox, or from a shared mailbox they send as.
- ResendService notices send through your workspace's own Resend account, from your own sending domain.
Lists and addresses
1 tool
- ZeroBounceChecks addresses before a send with your own ZeroBounce account. Spam traps and do-not-mail addresses are suppressed, and an address is re-checked at most once every 6 months.
Direct mail
1 tool
- HandwryttenPen-and-ink cards as a sequence or series step, paid through your own Handwrytten account.
How Campaigns works with your PSA
Campaigns reads companies, contacts, contracts and tickets from your PSA to build audiences and to hold a send. A campaign changes nothing in your PSA, apart from the optional billing ticket of a price increase.
| What | Direction |
|---|---|
| Companies and contactsFrom your PSA | From your PSA |
| Contracts and the services on themWho buys what, for the audienceFrom your PSA | From your PSA |
| Contract line pricesRead for a price increase notice and frozen at send. Current never changes a price in your PSA.From your PSA | From your PSA |
| TicketsAn open urgent ticket or security incident holds a campaign seriesFrom your PSA | From your PSA |
| Price increase billing ticketOptional: one ticket per increase, ticked at Send, on Autotask, ConnectWise PSA and SyncroTo your PSA | To your PSA |
| Emails, sequences, series and resultsStays in Current | Stays in Current |
Supported PSAs: Autotask, ConnectWise PSA, HaloPSA and Syncro. Sequences send through Microsoft 365.
Included. One module or all of them, same price.
Every seat gets every available module and every integration, with a 14-day free trial.
The questions MSPs ask first.
Can I email every customer who buys a particular service?+−
Yes. Pick the service and Current counts every contact at the customers whose PSA contracts include it, live, with no export. Narrow it by contract type, the tools a company uses, open or recent tickets, title, contact type or a contact field, and exclude on any of them, before you send.
What is the difference between a campaign, a series and a sequence?+−
A campaign sends one designed email to an audience. A series is a designed campaign that runs over weeks, with emails, handwritten cards, follow-up tasks and alerts to account managers. A sequence sends personal one-to-one emails from the sender's own mailbox on set days, and can include LinkedIn steps and handwritten cards.
What happens if a customer has an urgent ticket while a campaign is running?+−
By default a campaign series holds every person at that company while it has an open urgent ticket or security incident, and picks up again 3 days after the last one closes. The hold can be switched off for a series, and sequences are not held. A reply, a booked meeting or a Do not email entry takes a person out of the series for good.
How do price increase notices work?+−
Pick the services, set the percentage and the start date (60 days out by default, with the latest published inflation figure as a suggestion), and Current gives each customer's billing contacts, or its primary contact, a table of their own company's lines. The prices are frozen when you press send. Only sales leadership and tenant admins can send one, after a test send, and Current never changes a price in your PSA. An optional billing ticket for your PSA is a box you tick at Send, on Autotask, ConnectWise PSA and Syncro.
How do service notices work?+−
Write the notice, pick who gets it by service or company, send a test, then send. You have 10 seconds to undo, and you can send an update to the same people later. Tenant admins, service managers and dispatchers can send one without CRM access.
What happens when an email bounces?+−
A hard bounce becomes a Do not email entry on its own, after Current checks that the bounce is for an email it really sent. That address is then left out of every campaign, sequence and service notice.
Does Current write the emails for me?+−
It can. Describe the campaign and Current drafts the emails, the cards, the tasks and the alerts, or write it yourself. A designed campaign goes out only after you send a test to yourself and a sales leader approves it. A service notice or a price increase needs a test send, not an approval.
Do Campaigns cost extra?+−
No. Every module is included in the per-user price.
See Current on a real book of business.
The demo builds an audience from the customers who buy a service, designs a campaign series for it, and shows a price increase with each customer's own prices.