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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
Reports and analytics2 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

Reports and analytics

Understand reports and analytics for CRM with Email Campaigns.

Campaign Performance

Campaign and send outcomes reconciled to unique accepted, delivered, bounced, suppressed and unknown recipients.

Send ResultsSends
Audiences and CRM contactsTemplates and contentCampaign planningDrip journeysExperiments and engagementDelivery and preferences
StatusSentCompletedFailedUnknown
Sent
SND-33930CMP-2263514 recipient count sent
SND-30678CMP-7397822 recipient count sent
Completed
SND-68513CMP-1726221 recipient count sent
SND-28650CMP-2317811 recipient count sent
Failed
SND-14184CMP-8608917 recipient count sent
Unknown
SND-90974CMP-8608821 recipient count sent

Experiment Results

Declared metrics, disjoint variants, decision window and approved or inconclusive results.

Experiments and engagement · View preview

Experiment ReviewABTests
Audiences and CRM contactsTemplates and contentCampaign planningDrip journeysExperiments and engagementDelivery and preferences
WinnerPending
Test NumberNameWinning MetricWinner VariantWinner Declared AtStatus
ABT-35470ABTest 355OpenRateWinnerPending
ABT-61020ABTest 608ClickRateWinnerPending
ABT-11580ABTest 713ClickToOpenRateWinnerPending
ABT-24464ABTest 144OpenRateWinnerPending
ABT-27233ABTest 279ClickRateWinnerPending
ABT-51764ABTest 254ClickToOpenRateWinnerPending

Sender Health

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

Delivery and preferences · View preview

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

Audience Growth

Acquisition and withdrawal movements by list and source, without double counting subscribers.

Audiences and CRM contacts · View preview

Subscriber DirectorySubscribers
Audiences and CRM contactsTemplates and contentCampaign planningDrip journeysExperiments and engagementDelivery and preferences
StatusActiveUnsubscribedBouncedComplained
Active
SBS-63611[email protected]
SBS-98057[email protected]
Unsubscribed
SBS-85820[email protected]
SBS-45581[email protected]
Bounced
SBS-67526[email protected]
Complained
SBS-86824[email protected]

Engagement Signals

Unique engagement events with human-candidate, proxy, bot and unknown classifications.

Experiments and engagement · View preview

Experiment ReviewABTests
Audiences and CRM contactsTemplates and contentCampaign planningDrip journeysExperiments and engagementDelivery and preferences
WinnerPending
Test NumberNameWinning MetricWinner VariantWinner Declared AtStatus
ABT-35470ABTest 355OpenRateWinnerPending
ABT-61020ABTest 608ClickRateWinnerPending
ABT-11580ABTest 713ClickToOpenRateWinnerPending
ABT-24464ABTest 144OpenRateWinnerPending
ABT-27233ABTest 279ClickRateWinnerPending
ABT-51764ABTest 254ClickToOpenRateWinnerPending

Suppression Decisions

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

Delivery and preferences · View preview

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

Journey Progress

Due, completed, paused and exited journey steps with their version and delivery intent.

Drip journeys · View preview

Drip Journey QueueJourneyEnrollments
Audiences and CRM contactsTemplates and contentCampaign planningDrip journeysExperiments and engagementDelivery and preferences
StatusPendingActivePaused
Pending
JE-58510JRN-10782
JE-42772JRN-62634
Active
JE-75132JRN-60817
JE-18441JRN-88651
Paused
JE-94855JRN-22307
JE-89653JRN-86257

Contact Policy Audit

Purpose evidence, list/global preferences and blocked delivery outcomes for policy review.

Audiences and CRM contacts · View preview

Subscriber DirectorySubscribers
Audiences and CRM contactsTemplates and contentCampaign planningDrip journeysExperiments and engagementDelivery and preferences
StatusActiveUnsubscribedBouncedComplained
Active
SBS-63611[email protected]
SBS-98057[email protected]
Unsubscribed
SBS-85820[email protected]
SBS-45581[email protected]
Bounced
SBS-67526[email protected]
Complained
SBS-86824[email protected]

No reports are assigned to this role. Select Everyone to see all reports.

Operating decisions

Campaign Performance

Campaign and send outcomes reconciled to unique accepted, delivered, bounced, suppressed and unknown recipients.

Send ResultsSends
Audiences and CRM contactsTemplates and contentCampaign planningDrip journeysExperiments and engagementDelivery and preferences
StatusSentCompletedFailedUnknown
Sent
SND-33930CMP-2263514 recipient count sent
SND-30678CMP-7397822 recipient count sent
Completed
SND-68513CMP-1726221 recipient count sent
SND-28650CMP-2317811 recipient count sent
Failed
SND-14184CMP-8608917 recipient count sent
Unknown
SND-90974CMP-8608821 recipient count sent

Experiment Results

Declared metrics, disjoint variants, decision window and approved or inconclusive results.

Explore Experiments and engagement

Experiment ReviewABTests
Audiences and CRM contactsTemplates and contentCampaign planningDrip journeysExperiments and engagementDelivery and preferences
WinnerPending
Test NumberNameWinning MetricWinner VariantWinner Declared AtStatus
ABT-35470ABTest 355OpenRateWinnerPending
ABT-61020ABTest 608ClickRateWinnerPending
ABT-11580ABTest 713ClickToOpenRateWinnerPending
ABT-24464ABTest 144OpenRateWinnerPending
ABT-27233ABTest 279ClickRateWinnerPending
ABT-51764ABTest 254ClickToOpenRateWinnerPending

Sender Health

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

Explore Delivery and preferences

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

Audience Growth

Acquisition and withdrawal movements by list and source, without double counting subscribers.

Explore Audiences and CRM contacts

Subscriber DirectorySubscribers
Audiences and CRM contactsTemplates and contentCampaign planningDrip journeysExperiments and engagementDelivery and preferences
StatusActiveUnsubscribedBouncedComplained
Active
SBS-63611[email protected]
SBS-98057[email protected]
Unsubscribed
SBS-85820[email protected]
SBS-45581[email protected]
Bounced
SBS-67526[email protected]
Complained
SBS-86824[email protected]

Engagement Signals

Unique engagement events with human-candidate, proxy, bot and unknown classifications.

Explore Experiments and engagement

Experiment ReviewABTests
Audiences and CRM contactsTemplates and contentCampaign planningDrip journeysExperiments and engagementDelivery and preferences
WinnerPending
Test NumberNameWinning MetricWinner VariantWinner Declared AtStatus
ABT-35470ABTest 355OpenRateWinnerPending
ABT-61020ABTest 608ClickRateWinnerPending
ABT-11580ABTest 713ClickToOpenRateWinnerPending
ABT-24464ABTest 144OpenRateWinnerPending
ABT-27233ABTest 279ClickRateWinnerPending
ABT-51764ABTest 254ClickToOpenRateWinnerPending

Suppression Decisions

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

Explore Delivery and preferences

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

Journey Progress

Due, completed, paused and exited journey steps with their version and delivery intent.

Explore Drip journeys

Drip Journey QueueJourneyEnrollments
Audiences and CRM contactsTemplates and contentCampaign planningDrip journeysExperiments and engagementDelivery and preferences
StatusPendingActivePaused
Pending
JE-58510JRN-10782
JE-42772JRN-62634
Active
JE-75132JRN-60817
JE-18441JRN-88651
Paused
JE-94855JRN-22307
JE-89653JRN-86257

Contact Policy Audit

Purpose evidence, list/global preferences and blocked delivery outcomes for policy review.

Explore Audiences and CRM contacts

Subscriber DirectorySubscribers
Audiences and CRM contactsTemplates and contentCampaign planningDrip journeysExperiments and engagementDelivery and preferences
StatusActiveUnsubscribedBouncedComplained
Active
SBS-63611[email protected]
SBS-98057[email protected]
Unsubscribed
SBS-85820[email protected]
SBS-45581[email protected]
Bounced
SBS-67526[email protected]
Complained
SBS-86824[email protected]

Reading a result

Follow the source records and the reporting period behind a result. Missing or unresolved outcomes remain separate from completed work, and private fields follow the reader’s role.

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