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Documentation Index

Fetch the complete documentation index at: https://docs.dialai.ca/llms.txt

Use this file to discover all available pages before exploring further.

Overview

The Email Campaigns page lets you create and manage outbound email campaigns. Combined with voice campaigns, this provides a multi-channel outbound communication strategy for your business.

Accessing Email Campaigns

Navigate to Outbound > Email Campaigns to view and manage your email campaigns.

Email Campaigns Interface

Campaign Table

Displays all email campaigns in a table view with the following columns:
  • ID - Unique identifier for the campaign
  • Target Email - The recipient email address or email list
  • Agent Email - The email address or agent sending the campaign
  • Status - Current status of the campaign (pending, in progress, completed, etc.)
  • Last Modified - Date and time of the last update to the campaign

Create Button

Located in the top-right corner. Click to create a new email campaign.

Creating Email Campaigns

Start a New Campaign

  1. Click the Create button in the top-right corner
  2. Configure the campaign settings:
    • Target Email - Specify recipient email(s) or import a contact list
    • Agent Email - Select which email address or agent will send the campaign
    • Campaign Content - Write the email subject and body
    • Schedule - Set when the campaign will be sent
  3. Review and confirm campaign details
  4. Launch the campaign

Campaign Configuration

When creating a campaign, you can:
  • Set single or multiple recipient emails
  • Choose from available agent email addresses
  • Write custom email content
  • Schedule sending times
  • Monitor campaign performance

Managing Campaigns

View Campaign Status

The table shows the current status of each campaign:
  • Pending - Campaign created but not yet sent
  • In Progress - Campaign is actively being sent
  • Completed - Campaign send completed
  • Paused - Campaign temporarily stopped

Edit Campaign

Click on a campaign row to:
  • View detailed configuration
  • Modify settings before sending
  • Update recipient lists
  • Adjust email content

Monitor Performance

After sending, you can view:
  • Delivery status
  • Open rates
  • Click tracking
  • Last modified timestamp

Multi-Channel Outbound

Email + Voice Campaigns

Use Email Campaigns alongside Voice Campaigns for comprehensive outreach:
  • Email Campaigns (Outbound > Email Campaigns) - Reach via email
  • Voice Campaigns (Outbound > Campaigns) - Reach via phone calls
  • Coordinate messaging across channels
  • Track results from both channels

Campaign Coordination

Best practices for multi-channel campaigns:
  • Use consistent messaging across channels
  • Stagger email and voice outreach timing
  • Track responses across all channels
  • Use segmentation to avoid duplicate contacts

Email Campaign Best Practices

  • Clear subject lines - Make emails compelling and click-worthy
  • Personalization - Use recipient names and relevant details when possible
  • Call-to-action - Include clear next steps or response instructions
  • Professional tone - Maintain brand voice and professionalism
  • Compliance - Ensure compliance with email marketing regulations
  • Test first - Send test emails before launching large campaigns
  • Track results - Monitor opens, clicks, and conversions

Use Cases

  • Product announcements - Notify customers of new features or products
  • Promotional offers - Send targeted promotions to customer segments
  • Follow-ups - Send follow-up emails after calls or initial contact
  • Newsletters - Regular updates and content for subscribers
  • Re-engagement - Reach out to inactive customers
  • Reminders - Send appointment or deadline reminders