Email Campaign

Overview

Email Campaign – Business Overview

Email Campaign is a business document in Dafater used to plan, execute, and track organized email communications with customers, prospects, or specific contact groups. It supports structured outreach for marketing, sales follow-ups, announcements, and relationship-building activities.

Purpose in Business Operations

Email Campaign helps businesses communicate consistently and professionally with their audience at scale. Instead of sending individual emails, teams can design a single campaign message and deliver it to a targeted group, ensuring uniform messaging, better timing, and measurable results.

This document supports: - Marketing promotions and product announcements
- Customer engagement and nurturing
- Sales follow-ups and lead communication
- Brand awareness and relationship management

Prerequisites and Setup Requirements

Before using Email Campaign, the following should be in place in Dafater:

Contact database with valid email addresses
Customer or lead segmentation (such as groups, categories, or lists)
Approved email content or messaging guidelines
Email sending permissions and compliance approvals (opt-in, unsubscribe policies)

Proper preparation ensures campaigns are effective, compliant, and well-targeted.

Typical Workflow and Business Usage

Campaign Planning
The business defines the purpose of the Email Campaign, such as a promotion, announcement, or follow-up.
Audience Selection
A specific group of contacts is chosen based on business criteria like customer type, location, or interest.
Message Finalization
The email content is reviewed to ensure it aligns with brand tone and business goals.
Campaign Execution
The Email Campaign is sent to the selected audience at the planned time.
Performance Review
After sending, the business reviews engagement outcomes to understand reach and effectiveness.

This workflow ensures communication is intentional, organized, and aligned with business objectives.

Key Business Scenarios Where Email Campaign Is Essential

Marketing Promotions: Launching new products, seasonal offers, or special discounts
Customer Engagement: Sharing updates, newsletters, or educational content
Sales Follow-Ups: Reaching out to leads after events, inquiries, or demos
Retention Activities: Reconnecting with inactive customers or strengthening loyalty
Business Announcements: Policy updates, service changes, or important notices

Important Considerations for Users

Audience relevance: Sending targeted messages improves engagement and avoids customer fatigue
Message clarity: Emails should be clear, concise, and action-oriented
Timing: Sending campaigns at appropriate times increases effectiveness
Compliance: Always respect email consent and communication regulations
Performance learning: Use campaign results to refine future communication strategies

Summary

Email Campaign in Dafater is a vital business tool for structured, large-scale communication. It helps organizations engage their audience consistently, support marketing and sales efforts, and strengthen customer relationships through planned and measurable email outreach.

Basic Information

Module: CRM
Document Type: Other

Fields

Field Name	Label	Type	Required	Options	Description
campaign_name	Campaign	Link	✓	Campaign	Linked Dafater campaign driving this email communication.
emailcampaignfor	Email Campaign For	Select	✓	, Lead, Contact, Email Group	Defines target entity type for Dafater email campaign.
recipient	Recipient	Dynamic Link	✓	emailcampaignfor	Specific recipient record based on selected Dafater campaign target.
sender	Sender	Link		User	Dafater user sending emails for this campaign.
start_date	Start Date	Date	✓	-	Date when Dafater email campaign begins sending emails.
end_date	End Date	Date		-	Date when Dafater email campaign stops sending emails.
status	Status	Select		, Scheduled, In Progress, Completed, Unsubscribed	Current lifecycle status of the Dafater email campaign.

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
System Manager	✓	✓	✓	✓

DocType	Relationship	Module
Campaign	Links to	CRM
User	Links to	Core