Email Campaign Management

Campaign Creation #

Setting Up Email Campaigns #

Corcava provides comprehensive email campaign management for bulk email marketing:

Campaign Creation Process:

1. Campaign Naming: Provide descriptive names for campaign identification and organization 2. Content Selection: Choose between email templates or custom text editor content 3. Recipient Selection: Select recipients from contacts, clients, custom emails, or imported lists 4. Scheduling: Set specific date and time for campaign delivery 5. Review and Launch: Review campaign settings before execution

Campaign Configuration:

• Campaign Name: Descriptive campaign names for easy identification and tracking
• Team Association: Campaigns are organized by team with proper access control
• User Assignment: Campaigns are associated with the creating user for accountability
• Timestamp Tracking: Creation and modification timestamps for campaign history

Campaign Content Options #

Email campaigns support multiple content creation methods:

Template-Based Campaigns:

• Template Selection: Choose from available team email templates
• Template Integration: Seamlessly integrate pre-designed templates into campaigns
• Design Consistency: Maintain brand consistency using approved templates
• Content Personalization: Templates support dynamic content and personalization tokens

Text Editor Campaigns:

• Rich Text Editor: Use TinyMce editor with comprehensive formatting options
• Custom Content: Create campaign-specific content without template constraints
• Editor Features: Lists, links, images, tables, code, help, and wordcount tools
• Flexible Design: Full creative control over campaign content and layout

Content Validation:

• Required Content: System validates that either template or text editor content is provided
• Content Type Enforcement: Ensures proper content type selection for campaign execution
• Dynamic Content Support: Both content types support personalization and dynamic elements

Campaign Types #

Template-Based vs. Text Editor Campaigns #

Corcava supports two distinct campaign types for different marketing needs:

Template Campaigns:

• Professional Design: Use professionally designed email templates
• Brand Consistency: Maintain consistent branding across all campaign communications
• Time Efficiency: Quick campaign creation using pre-built templates
• Template Library: Access to team template library for campaign creation
• Design Preservation: Templates maintain their professional design and layout

Text Editor Campaigns:

• Custom Content: Create unique, campaign-specific email content
• Creative Freedom: Full control over email design and content structure
• Rich Formatting: Comprehensive text formatting and styling options
• Multimedia Support: Support for images, links, tables, and other multimedia elements
• Flexible Layout: No template constraints for creative campaign designs

Campaign Type Selection:

• Type Validation: System ensures proper campaign type selection during creation
• Content Requirements: Different validation rules based on selected campaign type
• Switching Flexibility: Ability to change campaign type during creation process
• Preview Options: Preview capabilities for both campaign types before sending

Campaign Organization #

Campaigns are organized efficiently for team management:

Team-Based Organization:

• Team Isolation: Each team manages their own campaign library
• Shared Access: Team members can view and manage team campaigns
• Permission Control: Role-based permissions for campaign creation and management
• Campaign Library: Organized campaign history for reference and reuse

Campaign Permissions:

• View Campaigns: Permission to view existing email campaigns
• Create Campaigns: Permission to create new email campaigns
• Update Campaigns: Permission to modify existing campaigns (before sending)
• Delete Campaigns: Permission to remove campaigns from the system
• Role-Based Access: Different permission levels based on user roles

Recipient Management #

Contact and Client Selection #

Campaigns support comprehensive recipient selection from CRM data:

CRM Integration:

• Contact Selection: Multi-select from team contacts with email addresses
• Client Selection: Multi-select from team clients with valid email addresses
• Email Validation: Only contacts and clients with valid email addresses are displayed
• Search and Filter: Search functionality for easy recipient location in large databases
• Bulk Selection: Select multiple contacts and clients efficiently

Recipient Display:

• Contact Information: Display contact names and email addresses for easy identification
• Client Information: Show client company names and email addresses
• Email Validation: Visual indicators for valid email addresses
• Selection Limits: Maximum selected labels display with overflow handling
• Clear Selection: Easy clearing of selected recipients for re-selection

Custom Email Management #

Campaigns support custom email addresses beyond CRM contacts:

Custom Email Input:

• Text Area Input: Large text area for entering multiple custom email addresses
• Email Parsing: Automatic parsing of email addresses from text input
• Delimiter Support: Support for space and comma-separated email lists
• Email Validation: Automatic validation of entered email addresses
• Duplicate Removal: Automatic removal of duplicate email addresses

Custom Email Storage:

• Email Address Creation: Custom emails are stored in the system for future use
• Email Management: Custom emails are managed and tracked like CRM contacts
• Reuse Capability: Previously used custom emails are available for future campaigns
• Email Validation: System validates all custom email addresses before storage

Email List Import #

Campaigns support bulk email import from external files:

File Import Support:

• CSV File Import: Support for standard CSV file format
• Excel File Import: Support for Excel (.xlsx) file formats
• File Validation: MIME type validation for uploaded email list files
• Drag and Drop: User-friendly file upload with drag-and-drop interface

Import Process:

• Email Validation: Automatic validation of all imported email addresses
• Duplicate Handling: Automatic detection and handling of duplicate email addresses
• Error Logging: Comprehensive error logging for failed import rows
• Import Tracking: Tracking of imported email addresses for campaign association

Import Validation:

• Email Format Validation: Validation of email address format for each imported row
• Required Field Validation: Ensures email addresses are present in import data
• Error Reporting: Detailed error messages for validation failures
• Failure Handling: Graceful handling of import failures with detailed logging

Campaign Scheduling #

Scheduled Campaign Delivery #

Campaigns can be scheduled for future delivery:

Scheduling Features:

• Date and Time Selection: Precise scheduling with date and time picker
• Timezone Support: Automatic timezone detection and conversion
• Future Scheduling: Campaigns must be scheduled for future dates (after current time)
• Schedule Validation: System validates that scheduled time is in the future

Scheduling Management:

• Schedule Updates: Ability to modify scheduled time before campaign execution
• Schedule Restrictions: Cannot modify campaigns scheduled in the past
• Timezone Handling: Automatic conversion between user timezone and UTC
• Schedule Display: Clear display of scheduled time in user’s local timezone

Campaign Timing #

Campaign execution is managed through sophisticated timing controls:

Execution Timing:

• Precise Scheduling: Campaigns execute at exact scheduled date and time
• Queue Processing: Campaigns are processed through queue system for reliable delivery
• Batch Processing: Large campaigns are processed in batches for optimal performance
• Error Handling: Comprehensive error handling during campaign execution

Time Management:

• Schedule Validation: Continuous validation of campaign scheduling
• Time Zone Conversion: Automatic conversion between user and system timezones
• Schedule Tracking: Complete tracking of campaign scheduling and execution times
• Delivery Optimization: Optimized delivery timing for maximum effectiveness

Campaign Execution #

Email Delivery Process #

Campaign execution involves sophisticated email delivery management:

Delivery System:

• Queue-Based Delivery: Campaigns are processed through Laravel queue system
• Mailgun Integration: Email delivery through Mailgun service for reliability
• Batch Processing: Large campaigns are processed in manageable batches
• Error Handling: Comprehensive error handling and logging during delivery

Personalization:

• Dynamic Content: Support for personalization tokens like `{{first_name}}`
• Contact Integration: Automatic replacement of tokens with contact information
• Template Customization: Dynamic customization of templates for each recipient
• Fallback Handling: Graceful handling of missing personalization data

Delivery Tracking:

• Send Status: Tracking of email send status for each recipient
• Delivery Timestamps: Recording of send timestamps for each email
• Error Logging: Detailed logging of delivery errors and failures
• Status Updates: Real-time updates of campaign delivery status

Campaign Management #

Campaigns can be managed throughout their lifecycle:

Campaign Updates:

• Pre-Send Modifications: Campaigns can be updated before scheduled execution
• Recipient Changes: Modify recipient lists before campaign delivery
• Content Updates: Update campaign content before sending
• Schedule Changes: Modify scheduled delivery time (for future campaigns only)

Campaign Control:

• Transaction Safety: Database transactions ensure campaign integrity
• Validation Checks: Comprehensive validation before campaign updates
• Error Prevention: Validation prevents modification of past-scheduled campaigns
• Rollback Protection: Automatic rollback on campaign creation or update failures

Campaign Deletion:

• Team-Based Deletion: Users can delete campaigns within their team scope
• Bulk Deletion: Support for deleting multiple campaigns simultaneously
• Permission Control: Deletion permissions based on user roles
• Data Integrity: Safe deletion with proper database constraint handling