Email Marketing

Compose, template, schedule and track one-to-one emails straight from a contact record, then follow every send, draft and reply in the record's own Emails timeline.

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.

Smart sending skips anyone who already had an email from you in the last 16 hours, across every campaign. One toggle on the campaign’s Audience step — here is exactly what it does and what it costs you.

Switch on UTM tracking and every link in your campaign carries utm_source, utm_medium and utm_campaign — so Google Analytics can tell you which sales came from which email, not just that someone clicked.

Before a campaign goes out, see exactly how it will render and mail a copy to yourself. This is where merge tags get checked against real data — and the last point at which a mistake is still cheap to fix.

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.

Turn on a one-click follow-up that automatically resends your email campaign to the recipients who did not open it the first time, with a fresh subject line and a delay you control.

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.

A campaign is only half finished when it lands. Retargeting turns any number in your campaign results — unopened, clicked, bounced — into a follow-up campaign or a saved segment, without exporting a single list.

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.