CRM with Email Campaigns
Make every campaign a considered conversation.
CRM email campaign software for audience segmentation, approved templates, drip journeys, A/B testing, engagement analytics and consent-aware delivery.
YouStatusDraftSubmittedApprovedScheduled
Illustrative records derived from the system specification.
Built for the way your team works
Email marketing, marketing operations and deliverability teams coordinating customer campaigns.
- Defined tables
- 31
- Operational views
- 16
- Defined roles
- 7
- Reports
- 8
Defined in the planned system specification.
What’s inside.
CRM email campaign software for audience segmentation, approved templates, drip journeys, A/B testing, engagement analytics and consent-aware delivery.
Audiences and CRM contacts
Build relevant audiences from contacts you are permitted to reach.
Templates and content
Turn reusable content into an approved campaign message.
Campaign planning
Plan delivery around a reviewed audience, message and purpose.
Drip journeys
Follow up over time with clear stops and next steps.
Experiments and engagement
Learn from observed engagement without overstating the result.
Delivery and preferences
Keep delivery outcomes and subscriber preferences visible.
Build relevant audiences from contacts you are permitted to reach
YouStatusDraftSubmittedApprovedScheduled
StatusApprovedScheduledSending
- Campaigns: CMP-43824, 23 Sep · 10:00 to 23 Sep · 10:30, Approved
- Campaigns: CMP-11812, 19 Sep · 12:30 to 19 Sep · 13:30, Scheduled
- Campaigns: CMP-11956, 13 Sep · 12:30 to 13 Sep · 14:30, Sending
- Campaigns: CMP-19057, 24 Sep · 15:00 to 24 Sep · 16:00, Approved
- Campaigns: CMP-13325, 21 Sep · 14:00 to 21 Sep · 16:00, Scheduled
- Campaigns: CMP-36316, 29 Sep · 14:00 to 29 Sep · 15:30, Sending
Approval conditions
Campaign Approver: Approve submitted Campaigns and Journeys independently of preparer
Submitted
- CMP-91395 LST-14506 in 3 d
- CMP-43528 LST-73322 6 d
- CMP-32321 LST-89309 4 d
- CMP-23285 LST-53411 in 1 d
- CMP-55995 LST-97555 6 d
CMP-91395
- Name
- Campaign 816
- PreparedBy
- FW
- TargetList
- LST-14506
- SenderIdentity
- SI-8372
- ScheduledAt
- 20 Sep
Approval waits for the campaign approver.
Approval conditions
Campaign Approver: Approve eligible SuppressionReviews independently of requester
Submitted
- SR-82243 SPP-59299 in 9 d
- SR-89711 SPP-65700 8 d
- SR-56231 SPP-41229 9 d
- SR-78546 SPP-52222 5 d
- SR-34177 SPP-29671 4 d
SR-82243
- Suppression
- SPP-59299
- RequestedBy
- ZA
- Reason
- Submitted sr-797
- SubmittedAt
- 26 Sep
Approval waits for the campaign approver.
Approval conditions
Email Marketing Manager: Approve EmailTemplates independently of Owner
Submitted
- ET-93321 Template 756 720 in 7 d
- ET-72605 Template 163 870 in 9 d
- ET-31336 Template 174 70 in 9 d
- ET-83386 Template 779 670 11 d
- ET-11536 Template 110 340 5 d
ET-93321
- Name
- Template 756
- Version
- 720
- Owner
- FD
- LastEditedAt
- 24 Sep
- Status
- Submitted
Approval waits for the email marketing manager.
Approval conditions
Campaign Approver: Approve submitted Campaigns and Journeys independently of preparer
Submitted
- JRN-27251 Journey 154 230 in 4.625 d
- JRN-33434 Journey 284 690 in 9.4375 d
- JRN-51521 Journey 689 460 in 1.6041666666666665 d
- JRN-74612 Journey 641 870 in 3.3958333333333335 d
- JRN-86735 Journey 305 70 in 7.395833333333333 d
JRN-27251
- Name
- Journey 154
- Version
- 230
- Owner
- CU
- StartTime
- 21 Sep · 15:00
- EndTime
- 21 Sep · 15:30
Approval waits for the campaign approver.
StatusValidatingImportingCompletedFailed
StatusPendingActivePaused
StatusSentCompletedFailedUnknown
StatusDraftSubmittedApprovedScheduledSending
StatusPendingVerifiedWarmingActivePaused
StatusQueuedUnknownFailed
StatusActiveUnsubscribedBouncedComplained
WinnerPending
| Test Number | Name | Winning Metric | Winner Variant | Winner Declared At |
|---|---|---|---|---|
| ABT-35470 | ABTest 355 | OpenRate | ||
| ABT-61020 | ABTest 608 | ClickRate | ||
| ABT-11580 | ABTest 713 | ClickToOpenRate | ||
| ABT-24464 | ABTest 144 | OpenRate | ||
| ABT-27233 | ABTest 279 | ClickRate | ||
| ABT-51764 | ABTest 254 | ClickToOpenRate |
Recorded
| Consent Number | Subscriber | Purpose | Decision | Occurred At |
|---|---|---|---|---|
| CE-39462 | SBS-40504 | PRP-855 | Permitted | 24 Sep |
| CE-83154 | SBS-82021 | PRP-728 | Restricted | 13 Sep |
| CE-24468 | SBS-19653 | PRP-182 | Withdrawn | 20 Sep |
| CE-75489 | SBS-48465 | PRP-753 | Permitted | 05 Sep |
| CE-66004 | SBS-48644 | PRP-813 | Restricted | 24 Sep |
| CE-92959 | SBS-85946 | PRP-573 | Withdrawn | 05 Sep |
not removed
| Reason | Source | Added At | Added By | |
|---|---|---|---|---|
| [email protected] | HardBounce | Bounces | 20 Sep | ZS |
| [email protected] | SoftBounceThreshold | Unsubscribes | 07 Sep | ZU |
| [email protected] | Unsubscribe | SpamReports | 24 Sep | LP |
| [email protected] | SpamReport | ListImports | 29 Sep | TG |
| [email protected] | ManualAdd | Manual | 08 Sep | HS |
| [email protected] | ImportRejection | Bounces | 14 Sep | SH |
Bring customer context into the workflow
Experiment Resultsdrill-down
Declared metrics, disjoint variants, decision window and approved or inconclusive results.
opens Experiment Review →| Test Number | Name | Winning Metric | Winner Variant | Winner Declared At |
|---|---|---|---|---|
| ABT-35470 | ABTest 355 | OpenRate | ||
| ABT-61020 | ABTest 608 | ClickRate | ||
| ABT-11580 | ABTest 713 | ClickToOpenRate | ||
| ABT-24464 | ABTest 144 | OpenRate |
- Draft
- Running
- WinnerPending
- WinnerApproved
- Inconclusive
- Completed
- Cancelled
- TestNumber
- ABT-35470
- Name
- ABTest 355
- WinningMetric
- OpenRate
- WinnerVariant
- WinnerDeclaredAt
ownerEmail Marketing Manager
Go from the big picture to the details behind it. Open any record to see its status, owner and history.
Illustrative records. Connections and approval states follow the authored specification.
Make every campaign a considered conversation
Make every campaign a considered conversation.
Illustrative previews from the system specification.
-
01
Audience
Build a relevant audience with clear source and permission context.
Create an approved campaign -
02
Design
Create a message from reviewed content and the right sender identity.
Create a message from reviewed content and the right sender identity.
Create an approved campaign -
03
Review
Approve the audience, purpose and content before the campaign is scheduled.
Approve the audience, purpose and content before the campaign is scheduled.
Create an approved campaign -
04
Schedule
Plan the delivery window and keep the team’s next action visible.
Schedule and reconcile delivery -
05
Send
Check current preferences and sender readiness as each message is submitted.
Schedule and reconcile delivery -
06
Measure
Understand delivery, engagement and journey outcomes without overstating results.
Review an email experimentSend NumberCampaignRecipient Count SentRecipient Count Failed
Keep decisions clear and work moving
Decision checkpoints where approval stays with your team.
Design
Create a message from reviewed content and the right sender identity.
Create an approved campaignReview
Approve the audience, purpose and content before the campaign is scheduled.
Create an approved campaignKeep the next action accountable
Human approval and system automation have different jobs.
Design
Create a message from reviewed content and the right sender identity.
Review
Approve the audience, purpose and content before the campaign is scheduled.
Deliverability controls
Give every person the right workspace
Email Marketing Manager
Prepares campaigns, experiments and journeys and reviews independently prepared templates.
Email Designer
Creates reusable content and tests it in an explicit internal preview flow.
Send NumberCampaignRecipient Count SentRecipient Count Failed
Deliverability Manager
Maintains sender readiness, operational limits and suppression investigations.
Marketing Operations
Maintains audiences, acquisition evidence and subscriber preferences.
Campaign Approver
Independently approves campaign purpose, audiences, experiment winners and exceptional removals.
Send NumberCampaignRecipient Count SentRecipient Count Failed
Viewer / Analyst
Reads aggregated marketing performance with personal identifiers masked.
See the result behind the activity
Start with the question. Follow it to the records behind the answer.
Drill-down
Campaign Performance
Campaign and send outcomes reconciled to unique accepted, delivered, bounced, suppressed and unknown recipients.
Source view · Illustrative records
Send NumberCampaignRecipient Count SentRecipient Count Failed
Drill-down
Experiment Results
Declared metrics, disjoint variants, decision window and approved or inconclusive results.
View Experiment ReviewSource view · Illustrative records
Test NumberNameWinning MetricWinner Variant
Click Rate
List report
Sender Health
Verification state, configured volume limits and observed bounce/complaint outcomes.
View Sender Domain HealthSource view · Illustrative records
DomainStatusDKIMStatusSPFStatus
Verified
Drill-down
Audience Growth
Acquisition and withdrawal movements by list and source, without double counting subscribers.
View Subscriber DirectorySource view · Illustrative records
Subscriber NumberEmailFirst NameLast Name
List report
Engagement Signals
Unique engagement events with human-candidate, proxy, bot and unknown classifications.
View Send ResultsSource view · Illustrative records
Send NumberCampaignRecipient Count SentRecipient Count Failed
List report
Suppression Decisions
Suppression causes, removal requests, independent decisions and remaining contact restrictions.
View Suppression Decision InboxSource view · Illustrative records
Request NumberSuppressionRequested ByReason
List report
Journey Progress
Due, completed, paused and exited journey steps with their version and delivery intent.
View Drip Journey QueueSource view · Illustrative records
Enrollment NumberJourneySubscriberNext Step
List report
Contact Policy Audit
Purpose evidence, list/global preferences and blocked delivery outcomes for policy review.
View Consent HistorySource view · Illustrative records
Consent NumberSubscriberPurposeDecision
Restricted
Configure your workflow with Proto
Let your AI agent help with everyday work. Set its permissions during setup and keep approvals with your team.
- Business connections
- Sending providerin and out
- CRM contactsin
- Journey exitsin and out
- Connection records
- ConfigurationIntegrationConnections · in and out
- ReconciliationIntegrationEvents · in and out
- Agents
- Your agentWorks within the permissions you assign
Your agent works within the permissions you assign.
List the work that needs attention. Keep the approval with the assigned reviewer.
Download agent Agent setup guide$ curl -fsSL https://www.erp.ai/skill.md
› open CRM with Email Campaigns and list records waiting on design
Audience to campaign outcome · records listed with owner and age
› approve the first one at design, as its approver
Approval requiredWaiting for the assigned reviewer
Your questions, answered.
How the system works, what you can configure and how to get started.
How do I get started?
Select Start now to create your account. Explore the system specification, or use Proto to configure it for your business.
Can we build audiences from CRM contacts?
Yes. Configure the CRM connector and map the contact fields used for segmentation. Keep the source identity and contact-purpose evidence with each subscriber. A sales contact record alone does not establish permission to send marketing email.
Can we review email content before it is sent?
Yes. A designer submits a template version for independent approval. The campaign then receives a separate review covering its audience, purpose, content and schedule. Material changes require a new decision before delivery is scheduled.
Does the system support drip campaigns?
Yes. Configure an approved journey version with timed steps and clear exit conditions. Each step checks current subscriber eligibility before dispatch. A verified reply, withdrawal or configured CRM event can stop later messages.
How does A/B testing work?
Assign recipients to separate groups from a frozen audience and define the success measure and review window. An authorized reviewer can accept a supported winner or mark the result inconclusive. A follow-on send uses only the untouched, still-eligible audience.
What happens after someone unsubscribes?
The preference change applies to its defined list or global scope and stops unsent work that is no longer eligible. Eligibility is checked again at dispatch. A message already accepted by the sending provider cannot be recalled by a later preference change.
Can we distinguish sent messages from delivered messages?
Yes. Provider acceptance, delivery, bounce and suppression are recorded separately. Reports also distinguish observed opens and clicks from verified human engagement, including proxy or bot activity where identified.
What happens if the sending provider times out?
The recipient’s dispatch remains reserved with an unknown outcome until it is reconciled using the original request and provider reference. The system avoids blindly resending a message that the provider may already have accepted.
Can we control sender domains and delivery limits?
Yes. Configure verified sender identities, domain status and explicit delivery limits with your provider. Missing verification or a paused domain blocks new dispatch. Domain verification supports reliable operations but does not guarantee inbox placement.
Can we reuse templates across campaigns?
Yes. Reusable templates retain their versions and review history. Build a new campaign around an approved version, then review its audience and purpose. Visit the pricing page for ERP.AI platform rates and account for your sending provider’s charges separately.
- 01
Agree on scope
Confirm the customer workflow and public capabilities with the responsible owners.
Team and ERP.ai - 02
Prepare the workspace
Configure role membership, source identities and reference data.
Team and ERP.ai - 03
Reconcile open work
Import actual states, ownership and prior decision evidence.
Team and ERP.ai - 04
Connect carefully
Enable each integration only after its mappings and uncertain-outcome behavior are tested.
Team and ERP.ai - 05
Practice the handoff
Run the main workflow and rejected-action cases with the people who will operate it.
Team and ERP.ai - 06
Extend gradually
Review exceptions before opening the workflow to the wider team.
Team and ERP.ai
Pricing
The base account and ordinary manual work in ERP.AI's official interface are $0. Viewing, searching, creating, editing, approving, deleting and exporting records in that interface do not consume read or write credits. There is no per-user fee.
Machine work: external API-key requests, imports, workflows, agents and scheduled jobs. Successful external API-key reads and writes use the operation rates below. Starting a managed execution from the interface still starts that metered service.
Pricing and account rules| Machine work | Included per $1 of credit |
|---|---|
| List/filter or get record calls | 20,000 |
| Search or aggregate calls | 4,000 |
| CSV or PDF exports | 100 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| File upload in MB | 2,000 |
| Workflow runs | 2,000 |
| Code-node compute beyond included in CPU-sec | 12,000 |
| Agent executions | 2,000 |
| Scheduled jobs or webhook activations | 20,000 |
Read and write rates apply to successful external API-key requests. Ordinary manual work in the ERP.AI interface is $0.
prepaid creditsSmallest pack $5, purchased credits never expire.
Explore the complete system.
Follow the operating model from the process to the people, records and decisions behind it.
Industries
Customer marketing teams
Teams communicating with existing customers through purpose-specific product updates and follow-up journeys.Business services marketing
Marketing teams coordinating consent-aware nurture campaigns with sales contact context.Membership organizations
Organizations managing newsletters, list preferences and planned communications across subscriber groups.
Reference
Roles and permissions
Understand roles and permissions for CRM with Email Campaigns.Reports and analytics
Understand reports and analytics for CRM with Email Campaigns.Data model
Understand data model for CRM with Email Campaigns.Integrations
Understand integrations for CRM with Email Campaigns.Implementation
Understand implementation for CRM with Email Campaigns.Agent and automation
Understand agent and automation for CRM with Email Campaigns.
