Campaign

Go to: CRM → Campaign → Email Campaigns

A campaign is one bulk email send: this message, to these recipients, at this time — plus everything that happened to it afterwards.

Starting a campaign does not send immediately. ERPX checks that the campaign could be sent, queues it, and hands the work to a background task. That is why a send to thirty thousand recipients starts as fast as one to three, and why the status tells you where the run is rather than only what you asked for.

ERPX supports Bulk campaigns — one message, one send, to the whole list. A Drip type (a scheduled multi-step sequence) exists in the system but is not available yet.

Before you start

You need	Where it comes from
An active email template	CRM → Campaign → Email Templates
A SendGrid email account	Configured for your organisation — see Email Services
At least one recipient	Email groups, or leads and customers imported by filter

All three are checked before the campaign is committed, so a campaign can never get stuck half-sent because something was missing.

Campaign statuses

Status	What it means
Draft	Being prepared. The only status in which a campaign can be edited
Scheduled	Waiting for its date and time
Queued	Accepted; a background task owns it, nothing sent yet
Running	Working through the recipients
Paused	Held. Can be resumed or cancelled
Completed	Everyone reached a final state, none failed. Terminal
Partially Completed	Finished with some sent and some failed
Failed	Nothing delivered — usually a sender or provider fault
Cancelled	Stopped deliberately. Can be re-drafted

Partially Completed and Failed can both be re-launched. A new run only claims recipients still marked Pending, so it picks up what was never sent and cannot re-send to anyone already marked Sent.

Creating and sending a campaign

Create it

Go to CRM → Campaign → Email Campaigns and click Create Campaign. New campaigns always start in Draft.

Name it

Enter the Campaign Name and Description, plus optional Start Date and End Date for your own planning.

Choose the template

On the Template tab, pick an active email template. This is the content that gets sent.

Configure the sender

Under Sender Configuration, select the SendGrid email account to send through. The Sender Name fills in from that account. Add a Reply-To Email if replies should go elsewhere.

Add recipients

Use the Groups, Leads, and Customers tabs — see below.

Schedule or start

Schedule Campaign sets a future date and time (it cannot be in the past). Start Campaign queues it to send now.

Adding recipients

Recipients come from three sources, and a campaign can mix them. Duplicate addresses are skipped, so the same person on two lists is only mailed once.

Source	Tab	How it works
Email groups	Groups	Every member of the selected group is added
Leads	Leads	Imported by filter — status, territory, industry, lead owner
Customers	Customers	Imported by filter — territory, industry

Recipients can only be added while the campaign is in Draft. Get the list right before you schedule or start.

Each recipient then tracks its own progress: Pending → Processing → Sent, or Failed, Bounced, Unsubscribed. Opened is recorded when they read it.

Personalising the message

Templates support merge placeholders in single braces — {FirstName}, {CompanyName}, {Email}. Each one is replaced with that recipient’s own value when the campaign sends.

Placeholder	Fills with
`{FirstName}` `{LastName}` `{Name}`	The recipient’s name
`{Email}`	Their email address
`{CompanyName}`	Their company
`{Phone}` `{MobileNo}` `{Website}`	Contact details
`{City}` `{Country}`	Location
`{UnsubscribeURL}`	Their unique unsubscribe link

A placeholder that matches nothing is left in the email as literal text — {Frist Name} arrives in the inbox exactly like that. Preview the template before launching. Include {UnsubscribeURL} in every marketing email; in most jurisdictions it is a legal requirement.

Placeholders are filled from the recipient’s linked lead or customer record. Recipients typed in by hand with no linked record only get their email, name, and unsubscribe link — which is why importing beats typing.

Monitoring a live send

While a campaign is Queued or Running, the screen shows live progress — Pending, Processing, Sent, Failed, and Unsubscribed against the total — refreshing until the run finishes. If a run stops on a fault, the failure reason is shown on the campaign.

A sender-configuration or provider fault stops the whole run, since every remaining recipient would hit the same wall. A bad individual address only affects that one row, and the run continues.

Actions

Action	Available when	What it does
Start Campaign	Draft	Queues the send now
Start Now	Scheduled	Sends without waiting
Resume Campaign	Paused	Re-queues the remaining recipients
Schedule / Reschedule	Draft, Scheduled	Sets or changes the send time
Pause Campaign	Queued, Running	Holds the run
Cancel Campaign	Draft, Scheduled, Queued, Running	Stops it. Can be re-drafted
Duplicate Campaign	Any	Copies it as a new Draft, without recipients
Edit Campaign	Draft only	Changes the campaign
Analytics	Any	Opens the delivery report

Analytics

Metric	What it tells you
Sent / Delivery Rate	How much actually went out
Opened / Open Rate	How many were read
Clicks / Click Rate	How many acted on it
Bounced / Bounce Rate	Address quality — a high rate means a stale list
Unsubscribed / Unsubscribe Rate	Message fit — the wrong audience, or too often

Read open rate together with bounce rate. A strong open rate on a list that bounces 15% means you are only reaching the part of the list that is still valid.

Everyday tips

Duplicate rather than re-edit. A completed campaign is the record of what you sent; duplicating preserves it and gives you a fresh Draft.
Test with a one-person email group before the real launch.
Watch the first hundred sends. If bounces spike early, pause and fix the list rather than burning your sender reputation.

Leads — where most recipients come from
Communication — one-to-one interaction logging
Email Services — configuring the sending account