Source: https://www.brixit.io/docs/crm-email-campaigns

# How to create and track email campaigns in Brixit CRM

Create an email campaign from **Sales → Contacts → Bulk Actions → Bulk Email**, or from
records inside a **Database**. Choose recipients, compose the email, preview it and then
send or schedule it. Use **Reporting** to inspect delivery and recipient outcomes.

## Before you begin

Your workspace needs its bulk-email connection configured in **Integrations**, with
batch email enabled, and your role needs permission to send using the selected sender.
This campaign workflow uses the workspace's SendGrid connection. Connecting a personal
mailbox for [Inbox](https://www.brixit.io/docs/email) does not configure bulk email.

[![Send Email dialog explaining that the workspace bulk-email connection must be configured first](https://www.brixit.io/images/docs/modules/email-campaign-connection.jpg)](https://www.brixit.io/images/docs/modules/email-campaign-connection.jpg)

*This workspace has no bulk-email connection. Complete workspace email setup to access
the composer; the following steps describe the connected workflow.*

## 1. Select recipients

1. Open **Sales → Contacts** and apply the intended filters.
2. Select at least **two rows** to reveal the **Bulk Actions** menu.
3. Choose **Bulk Actions → Bulk Email** to open **Send Email**.
4. For a database audience, open that database's records, select rows and use its
   **Bulk Actions → Bulk Email** action instead.

Only choose recipients appropriate for your campaign and their communication preferences.
Missing email addresses and duplicate addresses can reduce the eligible count. Review
recipient exclusions in reporting after the campaign is created.

For one person, use the contact's email composer instead of the bulk menu. A scheduled
email [follow-up](https://www.brixit.io/docs/crm-followups) is a task, not an email campaign.

## 2. Compose the email

1. Select the authorised **From** user and enter a recognisable **Campaign Name**.
2. Enter **Subject** and **Email Body**; both are required.
3. Optionally choose a saved template to fill the subject and body. Review the inserted content.
4. Use **Merge fields** to insert supported contact/database and agent values into the
   subject or message. Choose the fields offered for this audience rather than typing guessed tokens.
5. Select **Preview Email**.

Manage reusable email templates under **Settings → Contacts & Inquiries → Email Templates**.
These are separate from WhatsApp templates and their Meta approval process.

## 3. Check audience and schedule

In preview, review the **From** identity, subject, body and recipient count. Use
**Go back and edit** to correct the message. The preview can show merge-field tokens;
check that the chosen fields have suitable data for your recipients.

When the filtered list is larger than the selected set, the preview offers
**Send to all filtered leads** (or **records** for Database). Leave this off to use only
your selected rows. Turning it on expands the audience to the matching filtered records;
recheck the count before continuing.

To send later, enable **Schedule email** and enter the date and time. Scheduling uses
your browser's local timezone, which is submitted with the selected time. Check the
schedule again if working across timezones.

## 4. Send or schedule

Select **Send Email to … People** or **Schedule Email to … People** only after reviewing
the message and audience. This submits the campaign; **Preview Email** alone does not send.
If your company requires approval, follow the [approval request](https://www.brixit.io/docs/crm-approvals).
An approved request still needs a successful execution result.

Brixit sends gradually in the background. You can close the composer after the campaign
is accepted. Queued, sending or finished status does not establish that every recipient
received the email. Check delivery results before resending.

## 5. Review delivery and recipients

Open **Reporting → Open detailed email campaign reporting**. The detailed page is titled
**Batch Emails**. Use **Everyone** or **My campaigns**, **Refresh** and the available report filters.

[![Batch Emails report with campaign status, recipient and delivery columns, Everyone filter and Export](https://www.brixit.io/images/docs/modules/email-campaign-report.jpg)](https://www.brixit.io/images/docs/modules/email-campaign-report.jpg)

*An empty list means no campaign rows are available in the current view. Scroll the
table horizontally for the remaining engagement and delivery columns.*

| Measure | How to read it |
| --- | --- |
| Recipients | The campaign's recorded audience |
| Sent | Messages submitted for sending; compare with Delivered |
| Delivered | Recorded provider delivery events |
| Failed / Bounces | Sending failures or rejected deliveries to investigate |
| Opens / Clicks | Recorded engagement events; these do not prove a person read the message or wants contact |
| Unsubscribes | Recorded unsubscribe events to respect in future outreach |

Open a campaign's recipient details to inspect **state**, **Exclusion Reason**,
**Failure Reason** and **Last Event**. Use the available **Export** controls for campaign
or recipient CSVs. Use **Marketing & Outreach** for aggregate email engagement and
[database calling](https://www.brixit.io/docs/crm-database) results.

## Cancel or retry carefully

**Cancel** stops pending recipients after confirmation; it cannot recall email already sent.
If sending is paused, read the notice: an administrator may need to review delivery
problems, the recipient list or the email connection.

Where **Try Again** or **Retry Bounced** is available, open **Retry Campaign**. Choose
**Retry failed and bounced recipients** or **Retry the full campaign**, review the
scope, then select **Queue Retry**. A retry creates a **new campaign**. Retrying the full
campaign can email successful recipients again, so resolve the original cause and check
that this is the intended audience before submitting.

## Common questions

### Why is Bulk Actions missing?

The current bulk-action menu appears when at least two rows are selected. Also check
your permission to send bulk email.

### Why does the recipient count change?

The selected rows, filtered audience and eligible unique email recipients can differ.
Check the all-filtered toggle, missing addresses, deduplication and recorded exclusions.

### Does my personal mailbox connection enable campaigns?

No. Personal Inbox and the workspace's bulk-email connection are configured separately.