Mailer and CRM

Edited

The ‘Mailer’ and ‘CRM’ modules allow for configuring and launching email campaigns.

The domain model

The below diagram shows the relationships between key resources in the ‘Mailer’ and ‘CRM’ modules.

erDiagram
    CONTACT  }o..o{ SEGMENT : belongs
    CONTACT }o..o{ SUPPRESSION_LIST : belongs
    CAMPAIGN }o--|| SEGMENT : targets
    CAMPAIGN }o--|| SENDER_IDENTITY : uses
    SENDER_SERVER }o--|| SENDER_DOMAIN : uses
    SENDER_DOMAIN ||--|{ SUBDOMAIN : contains
    CAMPAIGN }o -- || SENDER_DOMAIN : uses
    CAMPAIGN }o--|| SENDER_IDENTITY : uses

A mailer campaign targets a specific segment of contacts. To send emails, a campaign also needs a sender domain (which always come with one or more subdomains) which uses a sending server. Campaign emails are sent from a specific sender identity.

Flow of actions

The basic flow of using the ‘Mailer’ and ‘CRM’ modules is as follows.

  1. Add new contacts either individually or in bulk.

  2. Optionally, create new segments for these contacts.

  3. Purchase new sender domains and sending servers.

  4. Add a new sender identity.

  5. Create and launch a new email campaign using the newly added resources.