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.