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Email Marketing

Email Marketing

This course covers the Email Marketing module in Quickenerp. Learn how to create and send email campaigns, manage mailing lists, design templates using the drag-and-drop editor, automate follow-ups, ensure deliverability, and analyze campaign performance.

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Last Update 07/21/2026
Completion Time 1 day 23 hours
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Marketing
Creating Campaigns & Templates
Creating Campaigns & Templates

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.
Email Marketing Overview
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New Content
Creating Campaigns & Templates
Creating Campaigns & Templates
Preview

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.
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Automation & Workflows
Automation & Workflows
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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.

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New Content
Introduction to Email Marketing
Introduction to Email Marketing
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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

Concept Model Description
Mailing Listmailing.listA group of subscribers (contacts).
Mailing Contactmailing.contactA subscriber with email, name, and subscription status.
Campaignmailing.mailingAn email sent to a mailing list. Contains subject, body, schedule.
Templatemailing.mailing with use_templateSaved email layout reused across campaigns.
UTM TrackingFields on campaignSource, medium, campaign for Google Analytics integration.

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.

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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.