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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 Modules
Delivery and preferences6 of 6
  • Audiences and CRM contacts1 of 6
  • Templates and content2 of 6
  • Campaign planning3 of 6
  • Drip journeys4 of 6
  • Experiments and engagement5 of 6
  • Delivery and preferences6 of 6

Delivery and preferences

Keep delivery outcomes and subscriber preferences visible.

Delivery QueueSendRecipients
Audiences and CRM contactsTemplates and contentCampaign planningDrip journeysExperiments and engagementDelivery and preferences
StatusQueuedUnknownFailed
Queued
SR-60401Queued sr-872
SR-28832Queued sr-222
Unknown
SR-58315Unknown sr-704
SR-92057Unknown sr-291
Failed
SR-37026Failed sr-707
SR-45876Failed sr-544
Records in this module
  • SenderDomains
  • SendRecipients
  • Bounces
  • SpamReports
  • Suppressions
  • SuppressionReviews
  • Unsubscribes

Work with the right context

Verify the sender and apply the configured operational limits before handing messages to the provider. Track acceptance separately from delivery, bounce and uncertainty. Retain a stable request reference so investigation can resolve an outcome without sending another copy.

Keep the next action clear

Apply a preference change at the appropriate list or global scope. Block unsent messages that no longer qualify and retain the reason. Exceptional removal of a suppression needs independent review; it does not erase the original withdrawal or automatically restore a contact purpose.

Coordinate the workflow

Prepare sender. Configure a sender identity, domain verification, purpose-appropriate footer and authenticated provider connection. Missing verification or a paused domain blocks production dispatch. Warm-up limits are explicit operational settings; verification is not a guarantee of inbox placement.

Dispatch eligible recipients. Immediately before each provider submission, recheck the subscriber, purpose, list status, global suppression and domain limit under the same dispatch claim. Atomically claim one recipient DispatchKey. Provider acceptance records Sent and the provider message ID; it is separate from Delivered. Unknown outcomes remain reserved for reconciliation instead of blind resend.

Honor preferences. Apply a preference change to its explicit list or global scope and stop unsent queued work that is no longer eligible. The dispatch-time check closes the race with an earlier audience snapshot. A request cannot recall a message already accepted by the provider. Suppression removal requires an independent approved review and never restores a withdrawn purpose by itself. A ListSpecific unsubscribe updates only its named list and purpose and creates no global suppression; unrelated still-permitted lists remain eligible. Global unsubscribe blocks all lists in its stated scope.

Reconcile provider state. Investigate Unknown dispatches with the original provider idempotency key and message reference. Confirm acceptance or failure before releasing any retry. Revoked credentials stop new dispatch, while configured inbound reconciliation can record verified outcomes for prior messages. Keep unmatched events visible for scoped investigation.

Deliverability controls. Accepted and delivered outcomes appear separately with their provider references. Paused domains, exceeded limits and Unknown retries cannot send again.

Consent and suppression. List A withdrawal blocks A while still-permitted list B remains eligible; global withdrawal blocks both at dispatch. Reject converting ListSpecific withdrawal into global suppression; withdrawal after snapshot blocks its unsent scope and suppression removal cannot restore consent.

Investigate a message with an uncertain outcome

A provider can accept a message even when the connection closes before its acknowledgement reaches the app. Keep that recipient in an unknown state and reconcile using the original dispatch identity. Sending again from a new request would risk another message reaching the same person. Once verified evidence arrives, record the actual acceptance or failure and continue from that result.

Provider acceptance remains different from delivery. A later bounce, complaint or verified delivery event updates the appropriate recipient outcome without rewriting what was originally attempted. Repeated callbacks use their event identities to avoid duplicate counts, while different engagement events on the same message remain distinct.

Honor a withdrawal during dispatch

A subscriber can change a preference after a campaign has been approved and queued. Apply the current list or global scope before the next unsent recipient is reserved. A request cannot recall a message already accepted by the provider, so retain that boundary when explaining the result.

Suppression reviews require an independent decision and do not restore withdrawn consent. Removing a resolved technical suppression still leaves the relevant purpose and channel checks in place. The deliverability team can therefore address an incorrect block without treating it as permission to resume every kind of communication.

Consent HistoryConsentEvents
Recorded
Consent NumberSubscriberPurposeDecisionOccurred At
CE-39462SBS-40504PRP-855Permitted24 Sep
CE-83154SBS-82021PRP-728Restricted13 Sep
CE-24468SBS-19653PRP-182Withdrawn20 Sep
CE-75489SBS-48465PRP-753Permitted05 Sep
CE-66004SBS-48644PRP-813Restricted24 Sep
CE-92959SBS-85946PRP-573Withdrawn05 Sep
Audiences and CRM contacts →

Modules

  • Subscriber DirectoryActive
    Subscriber NumberEmailFirst NameLast Name

    Audiences and CRM contacts

    Build relevant audiences from contacts you are permitted to reach.

  • Template ReviewSubmitted
    Template NumberNameVersionOwner

    Templates and content

    Turn reusable content into an approved campaign message.

  • Campaign ScheduleApproved
    Campaign NumberNameStart TimeEnd Time

    Campaign planning

    Plan delivery around a reviewed audience, message and purpose.

  • Drip Journey QueuePending
    Enrollment NumberJourneySubscriberNext Step

    Drip journeys

    Follow up over time with clear stops and next steps.

  • Experiment ReviewWinnerPending
    Test NumberNameWinning MetricWinner Variant
    Click Rate

    Experiments and engagement

    Learn from observed engagement without overstating the result.

  • Delivery QueueQueued
    SendSubscriberQueued AtProvider Accepted At

    Delivery and preferences

    Keep delivery outcomes and subscriber preferences visible.

Reports

All reports

Sender Health

Verification state, configured volume limits and observed bounce/complaint outcomes.

Sender Domain HealthSenderDomains
StatusPendingVerifiedWarmingActivePaused
Pending
SD-41814DMN-16110 daily volume cap today
SD-73913DMN-3719 daily volume cap today
Verified
SD-16443DMN-8804 daily volume cap today
Warming
SD-50907DMN-57519 daily volume cap today
Active
SD-28760DMN-2261 daily volume cap today
Paused
SD-18816DMN-66524 daily volume cap today

Suppression Decisions

Suppression causes, removal requests, independent decisions and remaining contact restrictions.

Suppression Decision InboxSuppressionReviews
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.

Roles and permissions

Deliverability Manager

Maintains sender readiness, operational limits and suppression investigations.

Permissions and records
  • Manage SenderDomains, SenderIdentities and warm-up limits
  • Add Suppressions
  • Prepare SuppressionReviews
  • Pause affected delivery
  • SenderDomains
  • Suppressions
  • SuppressionReviews
  • SendRecipients
  • Bounces
  • SpamReports
Campaign ScheduleCampaigns
StatusApprovedScheduledSending
13 Sep · 12:3029 Sep · 15:30 Campaigns CMP-11956, 13 Sep · 12:30 to 13 Sep · 14:30, Sending CMP-11812, 19 Sep · 12:30 to 19 Sep · 13:30, Scheduled CMP-13325, 21 Sep · 14:00 to 21 Sep · 16:00, Scheduled CMP-43824, 23 Sep · 10:00 to 23 Sep · 10:30, Approved CMP-19057, 24 Sep · 15:00 to 24 Sep · 16:00, Approved CMP-36316, 29 Sep · 14:00 to 29 Sep · 15:30, Sending CMP-43824CMP-11812CMP-11956CMP-19057CMP-13325 today · 17 Sep
  • 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
Marketing Operations

Maintains audiences, acquisition evidence and subscriber preferences.

Permissions and records
  • Manage Lists, ListMemberships, ListImports, Subscribers within acquisition policy
  • Record ConsentEvents and Unsubscribes
  • View delivery outcomes and masked suppression match results
  • No campaign approval or bypass of withdrawal
  • Unsubscribes
List Import ResultsListImports
StatusValidatingImportingCompletedFailed
Validating
LI-17380LST-70100360 rows imported
LI-47290LST-71393410 rows imported
Importing
LI-95297LST-26008900 rows imported
LI-57677LST-65674440 rows imported
Completed
LI-22577LST-82486530 rows imported
Failed
LI-27157LST-82662380 rows imported
Campaign Approver

Independently approves campaign purpose, audiences, experiment winners and exceptional removals.

Permissions and records
  • Approve submitted Campaigns and Journeys independently of preparer
  • Review ABTests winner proposals
  • Approve eligible SuppressionReviews independently of requester
  • View required sender, audience and content evidence
  • SuppressionReviews
Campaign ScheduleCampaigns
StatusApprovedScheduledSending
13 Sep · 12:3029 Sep · 15:30 Campaigns CMP-11956, 13 Sep · 12:30 to 13 Sep · 14:30, Sending CMP-11812, 19 Sep · 12:30 to 19 Sep · 13:30, Scheduled CMP-13325, 21 Sep · 14:00 to 21 Sep · 16:00, Scheduled CMP-43824, 23 Sep · 10:00 to 23 Sep · 10:30, Approved CMP-19057, 24 Sep · 15:00 to 24 Sep · 16:00, Approved CMP-36316, 29 Sep · 14:00 to 29 Sep · 15:30, Sending CMP-43824CMP-11812CMP-11956CMP-19057CMP-13325 today · 17 Sep
  • 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

Related processes

Campaign ScheduleApproved
Campaign NumberNameStart TimeEnd Time

Schedule and reconcile delivery

Schedule and reconcile delivery.

4 stages · 0 approvals

List Import ResultsValidating
Import NumberTarget ListRows ImportedRows Rejected

Honor preferences and manage suppression

Honor preferences and manage suppression.

3 stages · 0 approvals

Campaign ScheduleApproved
Campaign NumberNameStart TimeEnd Time

Review an email experiment

Review an email experiment.

3 stages · 2 approvals

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