The system
How do I get started?
Click Start now to create your ERP.AI account, then download Proto. Use the CRM with Email Campaigns skill to connect your sending provider, configure subscriber preferences and prepare your first audience, template and campaign.
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.
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.
Processes and approvals
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.
Pricing and implementation
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.