Email Marketing

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 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.

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.