Email Campaigns

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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.

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Accessing Email Campaigns

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

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Email Campaigns Interface

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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

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Create Button

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

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Creating Email Campaigns

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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

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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

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Managing Campaigns

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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

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Edit Campaign

Click on a campaign row to:

• View detailed configuration
• Modify settings before sending
• Update recipient lists
• Adjust email content

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Monitor Performance

After sending, you can view:

• Delivery status
• Open rates
• Click tracking
• Last modified timestamp

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Multi-Channel Outbound

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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

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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

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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

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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