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KnowledgeBase
Email Marketing
Create, send, and measure email campaigns and templates.
Introduction to Email Marketing in AI Engage CRM
An overview of email marketing in AI Engage CRM — what to set up, in what order, and where each feature lives.
Set Up Your Organisation Email Address in AI Engage CRM
How to add and verify a sender email address in AI Engage CRM — the address your contacts see in the From field of every campaign email.
Authenticate Your Email Domain (DKIM) Step by Step: Add the DNS Records, Validate and Improve Deliverability
Authenticate your sending domain in AiEngage CRM: add the domain, copy the three CNAME records to your DNS provider, validate them, and keep campaigns out of the spam folder.
Email Compose Defaults: Font, Default From & Reply-To
Set the default font, sending address and reply-to once, and every email you compose from a contact record or a campaign starts with your preferred settings.
Email Sharing Settings: Control Who Sees Team Emails
How to configure email sharing permissions in AI Engage CRM — control which team members can view emails sent by their colleagues from contact records.
Email Setting Restrictions: Control Who Can Send and Who Can See
Restrict which users can send from each organisation email address, control who can see team emails, and keep sensitive domains private.
Manage Unsubscribes and Email Compliance
How to configure the unsubscribe link and opt-out settings in AI Engage CRM to stay compliant with CAN-SPAM, GDPR, and other email regulations.
Create and Manage Email Templates for Your Team
How to create, organise, and reuse email templates in AI Engage CRM — including the drag-and-drop editor, template categories, and the prebuilt library.
Using the Template Library: Prebuilt Templates for Email & WhatsApp
Browse platform-curated email and WhatsApp templates in the Library, filter and preview them, then use one to start a campaign in a single click.
Personalize Emails with Merge Tags
Drop a contact’s name, their company, or their latest deal straight into an email. Merge tags look like {{contacts.first_name}} — this is how they are built, where they come from, and how to reach fields on related records.
