> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/marketing/configure-email-campaign.md).

# Configure Email Campaign

“Email Campaign" refers to the process of planning, creating series of targeted emails with the goal of achieving specific objectives, such as promoting products, or increasing conversion

### Create Email <a href="#create-email" id="create-email"></a>

Go to **Marketing** and click on **Email**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fi0XlKZA20B7U5GDLdgW7%2Fimage.png?alt=media&amp;token=35a3253f-635c-4f2e-ab9d-bdb999fc3af9" alt=""><figcaption></figcaption></figure>

Click on **+ New Email** Button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FDnwmkF9V2xMMrcnNAjKr%2Fimage.png?alt=media&amp;token=438544a5-4411-49c2-a6f1-fc9975704550" alt=""><figcaption></figcaption></figure>

User can configure two types of email i. e. **Instant** and **scheduled**

To **Instant** type of email

Click on type dropdown and select **Instant** type

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FMl1Zwgx3nBOoUNqsnVno%2Fimage.png?alt=media&amp;token=2939625d-e28e-4c9a-81a8-fbffe7ddb76f" alt=""><figcaption></figcaption></figure>

For **schedule** email: You need to add schedule date and time

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FCkBTC51lAO4V40wIrb1P%2Fimage.png?alt=media&amp;token=04350586-8c9c-4284-9e2d-03b85391bb69" alt=""><figcaption></figcaption></figure>

Click on **source entity** field and select the source entity, those who you want to send the email

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F0dXpkuA2mgzr05pHeCDb%2Fimage.png?alt=media&amp;token=ae08e265-2706-46e9-b3be-63e827d6171b" alt=""><figcaption></figcaption></figure>

Click on **next** button then jump to next tab i.e. Configure target and email

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Ff0WFDpkkcnnItwl6Pxve%2Fimage.png?alt=media&amp;token=256bba5a-b038-461d-b687-c11f86cfb8fb" alt=""><figcaption></figcaption></figure>

### Configure target and email <a href="#configure-target-and-email" id="configure-target-and-email"></a>

Click on **Configure Condition**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FCbG4ZiRTZexfgwoTtIIN%2Fimage.png?alt=media&amp;token=b5b6742f-3daa-4467-a052-39c460e08a10" alt=""><figcaption></figcaption></figure>

Select email of employee whose you want to send email

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fk2bioHqYTsHFy9spOJYg%2Fimage.png?alt=media&amp;token=5a368700-97cd-4b13-af84-f6cc1172f760" alt=""><figcaption></figcaption></figure>

Click on **Ok** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F6UmSyHU2x8MRCXdN0RNY%2Fimage.png?alt=media&amp;token=010d08de-a9d1-4a03-9597-fc391b5d978b" alt=""><figcaption></figcaption></figure>

Click on configure button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F00aKGnwAy7TcoHJsN79C%2Fimage.png?alt=media&amp;token=7ae2d1e1-e6dd-4cb3-bfe6-b7970f22f4f9" alt=""><figcaption></figcaption></figure>

Enter the all details You want to send and click on **OK** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FlmZoWhSLNmHCe1QRmsVJ%2Fimage.png?alt=media&amp;token=10c6d608-f341-47ab-88b6-212da70f1bd2" alt=""><figcaption></figcaption></figure>

Click on **Update** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FCDB2pr8HFLS5Efzdclt9%2Fimage.png?alt=media&amp;token=d7d9e86e-641e-4938-ad1e-d137fcc73501" alt=""><figcaption></figcaption></figure>

You can view email preview in **Preview and Send** tab

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F2U0fABVIRlCTixSqDOFt%2Fimage.avif?alt=media&amp;token=b7629f82-a563-4318-99f2-3017cee9e218" alt=""><figcaption></figcaption></figure>

When click on send button Email will be **Sent**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FxxXJOCQ5agdsdDQCOKiz%2Fimage.avif?alt=media&amp;token=4cc366eb-e98e-4447-bb07-8ff99e6f0cdf" alt=""><figcaption></figcaption></figure>

Before sending a mail, the mail is on a draft mode, You can see when select **Draft** option

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fb4gg0hgq4sDOPQtZNyHw%2Fimage.png?alt=media&amp;token=a7193455-7d8b-47ed-b698-b7d6b30f24d2" alt=""><figcaption></figcaption></figure>

After sending **Instant** mail, The mail is on executed mode, You can see when select **Executed** option

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FV0Qs36JZ9tEr9K81Mzjv%2Fimage.png?alt=media&amp;token=ff3b8c8e-736d-4fc4-b314-0fe28d50a9e3" alt=""><figcaption></figcaption></figure>

If you want to **archive** email then click on the Action (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FueZgwzF61l1SxSeEGpwT%252F16.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=96c24313\&sv=2) and select archive option

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FjeywfoMswvjc8RCEpciE%2Fimage.png?alt=media&amp;token=d1669051-0e82-480e-82e3-c1d73f05587b" alt=""><figcaption></figcaption></figure>

After archived a mail, You can see when select **Archived** option

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FleMiia4ms4K84U0h4FV2%2Fimage.png?alt=media&amp;token=5cd566ad-9044-42f5-9b9d-c4c049d93604" alt=""><figcaption></figcaption></figure>

After sending **scheduled** mail, The mail is on scheduled mode, you can see when select **Scheduled** option

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F43HCsgVLvgZewre23qlU%2Fimage.png?alt=media&amp;token=8ac4803e-14e3-426b-96cc-f4b87e966d2e" alt=""><figcaption></figcaption></figure>

Click on the Action (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FQ1z6nJxhHtLYq317bjFB%252F20.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=d50e883f\&sv=2) for the email which you would like to delete and click the **Delete** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FlHwYi1Wy2xnzqU05zsm7%2Fimage.png?alt=media&amp;token=62e9b335-acff-41c2-a792-d72f7baba7db" alt=""><figcaption></figcaption></figure>

Last updated 15 December 2025
