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ERP.AI CRM with Email Campaigns

CRM with Email Campaigns

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Modules

Audiences and CRM contactsBuild relevant audiences from contacts you are permitted to reach. Templates and contentTurn reusable content into an approved campaign message. Campaign planningPlan delivery around a reviewed audience, message and purpose.
Drip journeysFollow up over time with clear stops and next steps. Experiments and engagementLearn from observed engagement without overstating the result. Delivery and preferencesKeep delivery outcomes and subscriber preferences visible.

CRM with Email Campaigns

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Processes

Create an approved campaignCreate an approved campaign. Schedule and reconcile deliverySchedule and reconcile delivery. Honor preferences and manage suppressionHonor preferences and manage suppression.
Review an email experimentReview an email experiment. Run a drip journeyRun a drip journey.

CRM with Email Campaigns

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Industries

Customer marketing teamsTeams communicating with existing customers through purpose-specific product updates and follow-up journeys. Business services marketingMarketing teams coordinating consent-aware nurture campaigns with sales contact context.
Membership organizationsOrganizations managing newsletters, list preferences and planned communications across subscriber groups.

CRM with Email Campaigns

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Reference

Roles and permissionsUnderstand roles and permissions for CRM with Email Campaigns. Reports and analyticsUnderstand reports and analytics for CRM with Email Campaigns. Data modelUnderstand data model for CRM with Email Campaigns.
IntegrationsUnderstand integrations for CRM with Email Campaigns. ImplementationUnderstand implementation for CRM with Email Campaigns. Agent and automationUnderstand agent and automation for CRM with Email Campaigns.

CRM with Email Campaigns

Start now
Pricing Frequently asked questions Get started
Build with Proto
All systems
Modules
Audiences and CRM contactsBuild relevant audiences from contacts you are permitted to reach.Templates and contentTurn reusable content into an approved campaign message.Campaign planningPlan delivery around a reviewed audience, message and purpose.Drip journeysFollow up over time with clear stops and next steps.Experiments and engagementLearn from observed engagement without overstating the result.Delivery and preferencesKeep delivery outcomes and subscriber preferences visible.
Processes
Create an approved campaignCreate an approved campaign.Schedule and reconcile deliverySchedule and reconcile delivery.Honor preferences and manage suppressionHonor preferences and manage suppression.Review an email experimentReview an email experiment.Run a drip journeyRun a drip journey.
Industries
Customer marketing teamsTeams communicating with existing customers through purpose-specific product updates and follow-up journeys.Business services marketingMarketing teams coordinating consent-aware nurture campaigns with sales contact context.Membership organizationsOrganizations managing newsletters, list preferences and planned communications across subscriber groups.
Reference
Roles and permissionsUnderstand roles and permissions for CRM with Email Campaigns.Reports and analyticsUnderstand reports and analytics for CRM with Email Campaigns.Data modelUnderstand data model for CRM with Email Campaigns.IntegrationsUnderstand integrations for CRM with Email Campaigns.ImplementationUnderstand implementation for CRM with Email Campaigns.Agent and automationUnderstand agent and automation for CRM with Email Campaigns.
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CRM with Email Campaigns References
Integrations4 of 6
  • Roles and permissions1 of 6
  • Reports and analytics2 of 6
  • Data model3 of 6
  • Integrations4 of 6
  • Implementation5 of 6
  • Agent and automation6 of 6

Integrations

Understand integrations for CRM with Email Campaigns.

CRM with Email CampaignsShared data, controlled access Business connectionsSending providerin and out CRM contactsin Journey exitsin and out Connection recordsConfigurationIntegrationConnections ↕ ReconciliationIntegrationEvents ↕ Your agent
  • 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

Business connections

  • Sending provider. A configured provider accepts dispatch requests and supplies authenticated recipient/event callbacks.
  • CRM contacts. Map approved contact fields and explicit permission context without extending sales access into unrestricted marketing use.
  • Journey exits. Verified reply or conversion events apply only to the correlated subscriber and approved journey policy.

Connection records

  • Configuration. IntegrationConnections retains provider identity, enabled state and secret references.
  • Reconciliation. IntegrationEvents retains command and provider correlation, including failed or unknown outcomes.

How connections are governed

service accounts, audit, pausing

Admin configures scoped credentials and authenticates callbacks. Keep imports and outgoing actions disabled until mappings are reviewed and representative results reconcile. Duplicate events do not repeat a business action. An unresolved provider response remains open instead of being presented as success.

The API is one more client of the same interface. Agent and automation →

# Example work after configuration › Prepare a campaign brief for this permitted audience. › Summarize accepted, delivered and bounced recipients separately. › Explain which sender or preference check is blocking this delivery.
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