Email Campaigns

Required Role

Admin Data Access roles required (Organisation, Global Manager, Country Manager, Branch Manager)

The Email Campaigns page is your hub for sending targeted bulk emails to leads and clients. From a single page you can:

• View, search, and manage all bulk email campaigns
• Track campaign status and recipient counts at a glance
• Create new campaigns and assign them an email template
• Open any campaign to monitor delivery statistics, email logs, and status history
• Navigate to the Email Template manager to build and maintain reusable email templates
• Create new email templates using a full visual drag-and-drop editor

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Step 1 — Bulk Email Campaigns List

When you open Email Campaigns from the sidebar, you land on the Bulk Email Campaigns list. This table shows all campaigns with the following columns:

Column	Description
Campaign Name	Internal name — click to open the campaign detail view
Description	Short description of the campaign's purpose
Template	The email template linked to this campaign
Status	Current campaign status (see below)
Recipients	Number of recipients targeted
Created	Date the campaign was created
Last Updated	Date and time of the most recent change

Summary badges at the top show live counts for Total, Scheduled, In Progress, and Completed campaigns.

Campaign Statuses

Status	Meaning
Draft	Created but not yet sent or scheduled
Scheduled	Queued for a future send
In Progress	Currently sending emails
Completed	All emails dispatched
Paused	Sending temporarily paused
Cancelled	Campaign has been abandoned

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Step 2 — Email Templates (via "Manage Email Templates")

In the top right of the campaign list, click the Manage Email Templates button.

This opens the Email Templates page, which lists all marketing email templates:

Column	Description
Name	Template name
Subject	The email subject line shown to recipients
Category	Template category (campaigns use marketing)
Status	Active (green) or Inactive (red)
Created	Date the template was created

From here you can search, view, edit, and delete existing templates.

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Step 3 — Create a New Email Template

On the Email Templates page, click Create New Template (top right).

This opens the Email Template Editor — a full visual drag-and-drop email builder. From here:

1. Click the Settings icon to configure the template:

   • Name (required) — internal reference
   • Subject (required) — email subject line shown to recipients
   • Description — optional internal notes
   • Active — only active templates are available to use in campaigns

2. Build the email body using the drag-and-drop editor — add sections, images, text blocks, buttons, and dividers

3. Click Save to save the template. You will remain on the editor so you can continue editing.

Auto-Save

The editor auto-saves your work every 30 seconds. A full-screen mode is available for a larger editing area.

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Step 4 — Create a Campaign

Once you have at least one email template, go back to the campaign list and click Create Campaign.

Field	Required	Notes
Email Template	✅ Yes	Select from your marketing templates. Cannot be changed after creation.
Campaign Name	✅ Yes	Internal reference name
Description	✅ Yes	Brief description of the campaign

Click Create Campaign — the campaign is saved as Draft and you are returned to the campaign list.

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Managing an Existing Campaign

Click any campaign name to open its detail view.

The detail view shows campaign information (template, recipient count, progress, dates) and three tabs:

Tab	Contents
Overview	Delivery statistics — Sent, Delivered, Opened, Clicked, Failed
Email Logs	Per-recipient log of individual delivery status
Timeline	History of all status changes

Available actions depend on current status:

Current Status	Available Actions
Draft	Schedule · Start Now
Scheduled	Start Now · Cancel
In Progress	Mark as Complete
Completed / Cancelled	No further actions

warning

Start Now begins sending emails immediately. A confirmation dialog will appear before the action is applied.

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Related

• Lead Management
• Add New Lead