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KnowledgeBase
Email Marketing
Create, send, and measure email campaigns and templates.
Send an Email Campaign: Broadcast Emails to Your Contacts
How to create and send an email campaign in AI Engage CRM: select an audience segment, design your email, configure sender settings, and track delivery analytics.
Scheduling a Campaign: Send Now or Schedule for Later
Decide whether your email or WhatsApp campaign goes out immediately or at a future date and time in your organisation's timezone, with a confirmation of the exact recipient count and a last-minute test send.
Understanding Campaign Performance
Read your AI Engage CRM campaign analytics report — the six key metrics (delivered, opened, clicked, bounced, unsubscribed), Smart Sending skips, top links, bounce breakdown, recipient activity, and the Message, Audience and Link activity tabs.
Email Credits: Purchase and Manage Your Sending Balance
How Email Credits work in AI Engage CRM — per-email billing, checking your balance, buying credits, setting up Auto-Recharge, and tracking your email spend.