Category

Email Marketing & Newsletter

Create controlled bulk-email campaigns from Letter Manager, select valid CRM contacts or leads, process delivery under the built-in 100-per-five-minute limit, continue through cron and review delivery and open evidence.

49 connected guidesLive filterPermission-aware instructions
49 guides
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Email Marketing & Newsletter module overview

Email Marketing & Newsletter module overviewUnderstand the complete campaign, queue, history and read-receipt flow implemented by the module.

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Install and activate Email Marketing & Newsletter

Install and activate Email Marketing & NewsletterCreate the campaign and recipient tables and register the Letter Manager tab and cron hook.

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Open the Email Marketing & Newsletter tab

Open the Email Marketing & Newsletter tabUse the exact Letter Manager route on which the module injects its third tab.

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Understand Email Marketing & Newsletter access

Understand Email Marketing & Newsletter accessApply the access behaviour actually enforced by the supplied controller.

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Verify Letter Manager dependencies

Verify Letter Manager dependenciesConfirm the existing Letter Manager page, template selector and editor elements required by the injected newsletter workspace.

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Understand newsletter routes and endpoints

Understand newsletter routes and endpointsMap the AJAX campaign endpoints and public tracking-pixel route without exposing them as ordinary menu pages.

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Understand newsletter database records

Understand newsletter database recordsKnow which campaign, recipient, delivery and open metadata is retained.

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Understand deactivation and removal limitations

Understand deactivation and removal limitationsAvoid assuming that the supplied release automatically removes its database tables or campaign data.

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Load active client contacts

Load active client contactsPopulate the recipient selector with active CRM contacts that have valid, non-empty email addresses.

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Load leads as newsletter recipients

Load leads as newsletter recipientsPopulate the selector with CRM leads that have valid email addresses.

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Select individual contacts for a newsletter

Select individual contacts for a newsletterChoose specific active customer contacts instead of sending to an entire group.

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Select individual leads for a newsletter

Select individual leads for a newsletterChoose specific leads with valid email addresses.

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Select client groups for a newsletter

Select client groups for a newsletterExpand one or more CRM customer groups into their eligible active contacts.

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Select lead-status groups for a newsletter

Select lead-status groups for a newsletterExpand one or more lead statuses into eligible lead email recipients.

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Use recipient live search

Use recipient live searchFilter the visible recipient list before making individual or group selections.

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Select all visible or clear recipients

Select all visible or clear recipientsUse the bulk selector controls without unintentionally selecting hidden filtered entries.

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Understand valid-email filtering

Understand valid-email filteringKnow why a contact or lead with a missing or malformed address is not offered as a recipient.

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Understand recipient deduplication

Understand recipient deduplicationPrevent duplicate delivery where the same email address is represented by more than one selected CRM record.

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Use a Letter Manager template in a newsletter

Use a Letter Manager template in a newsletterCopy the selected Letter Manager template subject and body into the newsletter composer.

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Understand newsletter template HTML preparation

Understand newsletter template HTML preparationKnow how complete HTML templates are reduced to email-body content before editing and delivery.

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Write a newsletter subject

Write a newsletter subjectEnter the required subject used for the outgoing campaign and history record.

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Compose the newsletter email body

Compose the newsletter email bodyCreate the HTML email body sent after the personalised greeting.

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Validate newsletter subject, body and recipients

Validate newsletter subject, body and recipientsResolve every server-side condition checked before a campaign record is created.

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Calculate newsletter batches and estimated time

Calculate newsletter batches and estimated timeInterpret the Selected, estimated batch and ETA values shown before sending.

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Confirm and start a newsletter campaign

Confirm and start a newsletter campaignCreate the queued campaign after reviewing recipients, the 100-per-five-minute limit and ETA.

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Understand campaign and recipient statuses

Understand campaign and recipient statusesInterpret every delivery state used by the supplied code.

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Process a newsletter in the browser

Process a newsletter in the browserAllow the campaign page to request immediate queue work in small chunks.

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Continue newsletter delivery through cron

Continue newsletter delivery through cronUse the module after_cron_run hook so queued campaigns progress after the browser closes.

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Understand the 100 emails per five minutes limit

Understand the 100 emails per five minutes limitApply the exact global rolling-window rule enforced by the queue.

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Understand newsletter queue locking

Understand newsletter queue lockingPrevent browser and cron workers from processing the same queue simultaneously.

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Recover stale processing recipients

Recover stale processing recipientsUnderstand the automatic recovery of rows left in processing by an interrupted worker.

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Understand sender identity and personalised greeting

Understand sender identity and personalised greetingKnow the sender fallback and fresh CRM name lookup used for each outgoing message.

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Understand newsletter send success and failure

Understand newsletter send success and failureReview how each SMTP attempt changes recipient and campaign evidence.

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Close the newsletter page safely

Close the newsletter page safelyLeave the browser without cancelling the server-side campaign.

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Understand oldest queued campaign selection

Understand oldest queued campaign selectionKnow which campaign autonomous processing chooses when no campaign ID is requested.

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Review Newsletter History

Review Newsletter HistoryReview campaign date, subject, status and delivery totals.

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Search and page Newsletter History

Search and page Newsletter HistoryFilter campaigns by subject or status and use the server pagination limits.

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Open newsletter campaign details

Open newsletter campaign detailsInspect the stored body and recipient-level delivery/open evidence.

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Read recipient delivery details

Read recipient delivery detailsInterpret recipient name, email, delivery status, sent time, error and tracking evidence.

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Understand newsletter open tracking

Understand newsletter open trackingKnow how the appended one-pixel image records email-client image requests.

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Understand email image-proxy opens

Understand email image-proxy opensInterpret Gmail/Google and Outlook/Microsoft proxy evidence correctly.

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Apply privacy controls to newsletter evidence

Apply privacy controls to newsletter evidenceHandle campaign content, recipient data, IP addresses and user agents under authorised privacy and retention rules.

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Troubleshoot a missing newsletter tab

Troubleshoot a missing newsletter tabRestore the injected tab without changing unrelated Letter Manager pages.

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Troubleshoot missing newsletter recipients

Troubleshoot missing newsletter recipientsResolve active-status, invalid-email, grouping or stale-directory causes.

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Troubleshoot a newsletter SMTP failure

Troubleshoot a newsletter SMTP failureUse the stored recipient error and normal CRM SMTP configuration.

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Troubleshoot a rate-limited newsletter

Troubleshoot a rate-limited newsletterWait for the rolling attempt window instead of bypassing the queue.

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Troubleshoot a stuck newsletter campaign

Troubleshoot a stuck newsletter campaignSeparate cron, queue-lock, rate-limit, stale-processing and SMTP causes.

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Troubleshoot missing predefined newsletter templates

Troubleshoot missing predefined newsletter templatesRestore the Letter Manager template source expected by the module.

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Understand Email Marketing & Newsletter limitations

Understand Email Marketing & Newsletter limitationsUse only the functions present in module v1.0.0.

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