> 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

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

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

<figure><img src="/files/T6wcd48NuF0GzIJugCw5" alt=""><figcaption></figcaption></figure>

Click on **+ New Email** Button

<figure><img src="/files/PDMEEZHoDtYBdiGV1WGx" 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="/files/lvxM7R6GbxYzdgickEQE" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/v2AqfT0hCRQUS1gfph75" 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="/files/JPPslg8G4NWhz1LTTKrk" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/eYGjKN1XBkuDX7Keqcdm" 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="/files/tWHct119UMCPvWU1UWQw" alt=""><figcaption></figcaption></figure>

Select email of employee whose you want to send email

<figure><img src="/files/kgQflCF14ZebnBvajyCf" alt=""><figcaption></figcaption></figure>

Click on **Ok** button

<figure><img src="/files/f2egG8nsO9Kxr5AvoxUp" alt=""><figcaption></figcaption></figure>

Click on configure button

<figure><img src="/files/31SZRWXojfQbm2zkLTUT" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/89W0a8u874oA6OH8eFKz" alt=""><figcaption></figcaption></figure>

Click on **Update** button

<figure><img src="/files/GhNuYgp4ADueXCVjlt6F" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/nvIXzHpmOYTjjnBbizm0" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/rWTcgLxufraWuMa56w5j" 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="/files/nS5jEDjpupyAyT8IJCFj" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/VJ0viFAc1tEoFCz2Tkan" 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="/files/II2OorxtqH9xugNkJb6L" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/dE45Z5kV12bT8vYl7jhG" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/L4LR0FG5ekXgFzgceFPg" 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="/files/L3pG7tiB7w8zGGGhrhmr" alt=""><figcaption></figcaption></figure>

Last updated 15 December 2025
