Email Marketing

Email Marketing Reporting

Campaign Analysis

Go to Email Marketing > Reporting > Campaign Analysis.

• Dimensions: Campaign, Mailing List, Recipient, Date.
• Measures: Sent, Delivered, Opened, Clicked, Bounced, Unsubscribed.

Per-Campaign Dashboard

Open a sent campaign:

• Delivered Rate – Delivered / Sent.
• Open Rate – Unique Opens / Delivered.
• Click Rate (CTR) – Unique Clicks / Delivered.
• Bounce Rate – Hard + Soft Bounces / Sent.
• Unsubscribe Rate – Unsubscribes / Delivered.

A/B Testing

Create two campaign variants with different subject lines. Send variant A to 10% of the list, variant B to another 10%. After 24 hours, the winning variant is sent to the remaining 80%.

Best Practices

• Test on a small sample before full send.
• Keep unsubscribe link prominent (legal requirement).
• Clean mailing lists quarterly – remove hard bounces.
• Monitor spam complaints and adjust frequency.
• Watch open-rate trends over time, not just per campaign — a slow domain-wide decline usually means a deliverability problem, not suddenly worse subject lines.

Getting Emails Into the Inbox, Not Spam

Domain Authentication

Before sending real volume, set up SPF, DKIM, and ideally DMARC DNS records for your sending domain — these prove to receiving mail servers that Quickenerp is authorized to send on your domain's behalf. Without them, even well-written campaigns land in spam for a large share of recipients. This is a one-time DNS setup done with whoever manages your domain.

Blacklist Management

Go to Email Marketing > Configuration > Blacklist. Addresses that hard-bounce or explicitly unsubscribe are added automatically and excluded from all future mailings — never remove an address from the blacklist just to re-add it to a list; that defeats the legal opt-out and damages sender reputation.

Legal Requirements

• Every marketing email must include a working, one-click unsubscribe link (auto-inserted via the {{unsubscribe_url}} variable) — required under regulations like CAN-SPAM, CASL, and GDPR-adjacent rules depending on your jurisdiction.
• Only mail contacts who opted in (or have a pre-existing business relationship, depending on local law) — imported lists of purchased/scraped addresses are a compliance and deliverability risk.
• Keep a genuine physical mailing address in the footer where required by law.

List Hygiene

Remove hard bounces and long-term non-engagers (e.g. no opens in 6–12 months) periodically. Mailbox providers track engagement per sending domain — a list full of dead addresses drags down deliverability for everyone on that list, not just the dead addresses themselves.

Email Automation

Automated Campaigns

Enable Automated Emails in Settings. Trigger campaigns based on:

• Contact creation – Welcome email.
• Lead conversion – Follow-up after opportunity.
• Purchase anniversary – Loyalty email.
• Abandoned cart – Recovery email sequence.
• Birthday – Birthday greeting.

Setting Up Automation

1. Go to Email Marketing > Configuration > Automated Emails.
2. Click Create.
3. Select Model – Which record type triggers this (Contacts, Leads, Sales Orders).
4. Set Trigger – On creation, on update, on specific field change.
5. Set Delay – Immediate, 1 hour, 1 day after trigger.
6. Select the Email Template to send.
7. Activate.

Abandoned Cart Recovery

Go to eCommerce > Configuration > Settings > Abandoned Carts. Set delay intervals (1h, 24h, 72h). Quickenerp sends automated recovery emails with the cart contents and a checkout link.

Email Campaigns

Creating a Campaign

1. Go to Email Marketing > Campaigns → Create.
2. Subject – Email subject line.
3. Recipients – Select a mailing list.
4. From – Sender email address (must be configured in Settings).
5. Reply To – Where replies go.
6. Scheduled Date – Send immediately or schedule for later.
7. Use Template – Select a pre-designed template.

Email Body Editor

The drag-and-drop editor:

• Structure Blocks – 1-column, 2-column, 3-column rows.
• Content Blocks – Text, Image, Button, Divider, Social Icons, Footer.
• Dynamic Variables – Insert placeholders: {{name}}, {{email}}, {{company}}, {{unsubscribe_url}}.
• Inline CSS – Style editor for fonts, colors, spacing.

Test Email

Before sending to the list, click Send Test. Enter your email to receive a preview. Check rendering on desktop and mobile.

Sending Options

• Mass Mailing – Send to all recipients at once.
• Batch Size – Emails per batch to avoid hitting limits.
• Mailing Priority – Spam prevention delay.
• Schedule – Future date and time.

Mailing Lists

Go to Email Marketing > Mailing Lists.

• Create a list, add contacts manually or import CSV.
• Contacts can subscribe/unsubscribe via website form.
• Quickenerp auto-manages bounces and opt-outs.
• Use segmentation tags for targeting.

The Email Marketing Module

Go to Email Marketing from the main dashboard. Create and send bulk email campaigns, manage subscriber lists, and track opens, clicks, and bounces.

Core Concepts

Menu Structure

• Campaigns – Create and manage email blasts.
• Mailing Lists – Manage subscriber groups.
• Configuration – Settings, templates, blacklist.
• Reporting – Campaign analysis.

Email Marketing vs Marketing Automation

This course covers one-off and recurring mass mailings (newsletters, promotions, announcements). For multi-step, condition-branching nurture workflows (e.g. "if opened but didn't click, wait 3 days then send a different follow-up"), see the dedicated Marketing Automation course, which uses a separate visual workflow builder on top of the same mailing infrastructure.