Email Marketing
This course covers the Email Marketing module in Quickenerp. Learn how to create and send email campaigns, manage mailing lists, design templates using the drag-and-drop editor, automate follow-ups, ensure deliverability, and analyze campaign performance.
| Responsible | System |
|---|---|
| Last Update | 07/21/2026 |
| Completion Time | 1 day 23 hours |
| Members | 1 |
The Email Marketing Module
Go to Email Marketing from the main dashboard. Create and send bulk email campaigns, manage subscriber lists, and track opens, clicks, and bounces.
Core Concepts
| Concept | Model | Description |
|---|---|---|
| Mailing List | mailing.list | A group of subscribers (contacts). |
| Mailing Contact | mailing.contact | A subscriber with email, name, and subscription status. |
| Campaign | mailing.mailing | An email sent to a mailing list. Contains subject, body, schedule. |
| Template | mailing.mailing with use_template | Saved email layout reused across campaigns. |
| UTM Tracking | Fields on campaign | Source, medium, campaign for Google Analytics integration. |
Menu Structure
- Campaigns – Create and manage email blasts.
- Mailing Lists – Manage subscriber groups.
- Configuration – Settings, templates, blacklist.
- Reporting – Campaign analysis.
Email Marketing vs Marketing Automation
This course covers one-off and recurring mass mailings (newsletters, promotions, announcements). For multi-step, condition-branching nurture workflows (e.g. "if opened but didn't click, wait 3 days then send a different follow-up"), see the dedicated Marketing Automation course, which uses a separate visual workflow builder on top of the same mailing infrastructure.
Email Marketing Overview
View allThe Email Marketing Module
Go to Email Marketing from the main dashboard. Create and send bulk email campaigns, manage subscriber lists, and track opens, clicks, and bounces.
Core Concepts
| Concept | Model | Description |
|---|---|---|
| Mailing List | mailing.list | A group of subscribers (contacts). |
| Mailing Contact | mailing.contact | A subscriber with email, name, and subscription status. |
| Campaign | mailing.mailing | An email sent to a mailing list. Contains subject, body, schedule. |
| Template | mailing.mailing with use_template | Saved email layout reused across campaigns. |
| UTM Tracking | Fields on campaign | Source, medium, campaign for Google Analytics integration. |
Menu Structure
- Campaigns – Create and manage email blasts.
- Mailing Lists – Manage subscriber groups.
- Configuration – Settings, templates, blacklist.
- Reporting – Campaign analysis.
Email Marketing vs Marketing Automation
This course covers one-off and recurring mass mailings (newsletters, promotions, announcements). For multi-step, condition-branching nurture workflows (e.g. "if opened but didn't click, wait 3 days then send a different follow-up"), see the dedicated Marketing Automation course, which uses a separate visual workflow builder on top of the same mailing infrastructure.
Email Campaigns
Creating a Campaign
- Go to Email Marketing > Campaigns → Create.
- Subject – Email subject line.
- Recipients – Select a mailing list.
- From – Sender email address (must be configured in Settings).
- Reply To – Where replies go.
- Scheduled Date – Send immediately or schedule for later.
- Use Template – Select a pre-designed template.
Email Body Editor
The drag-and-drop editor:
- Structure Blocks – 1-column, 2-column, 3-column rows.
- Content Blocks – Text, Image, Button, Divider, Social Icons, Footer.
- Dynamic Variables – Insert placeholders: {{name}}, {{email}}, {{company}}, {{unsubscribe_url}}.
- Inline CSS – Style editor for fonts, colors, spacing.
Test Email
Before sending to the list, click Send Test. Enter your email to receive a preview. Check rendering on desktop and mobile.
Sending Options
- Mass Mailing – Send to all recipients at once.
- Batch Size – Emails per batch to avoid hitting limits.
- Mailing Priority – Spam prevention delay.
- Schedule – Future date and time.
Mailing Lists
Go to Email Marketing > Mailing Lists.
- Create a list, add contacts manually or import CSV.
- Contacts can subscribe/unsubscribe via website form.
- Quickenerp auto-manages bounces and opt-outs.
- Use segmentation tags for targeting.
Email Marketing Reporting
Campaign Analysis
Go to Email Marketing > Reporting > Campaign Analysis.
- Dimensions: Campaign, Mailing List, Recipient, Date.
- Measures: Sent, Delivered, Opened, Clicked, Bounced, Unsubscribed.
Per-Campaign Dashboard
Open a sent campaign:
- Delivered Rate – Delivered / Sent.
- Open Rate – Unique Opens / Delivered.
- Click Rate (CTR) – Unique Clicks / Delivered.
- Bounce Rate – Hard + Soft Bounces / Sent.
- Unsubscribe Rate – Unsubscribes / Delivered.
A/B Testing
Create two campaign variants with different subject lines. Send variant A to 10% of the list, variant B to another 10%. After 24 hours, the winning variant is sent to the remaining 80%.
Best Practices
- Test on a small sample before full send.
- Keep unsubscribe link prominent (legal requirement).
- Clean mailing lists quarterly – remove hard bounces.
- Monitor spam complaints and adjust frequency.
- Watch open-rate trends over time, not just per campaign — a slow domain-wide decline usually means a deliverability problem, not suddenly worse subject lines.