Email Campaigns

The Email Campaigns module allows businesses to design and dispatch personalized marketing newsletters, onboarding series, and operational alerts to target audiences at scale. Manage authenticated sending mailboxes (Gmail, Google Workspace, Custom SMTP), upload subscriber contact lists via CSV, segment audiences from CRM data, schedule automated launches, and inspect real-time open rates, click states, and detailed message audit logs from one unified dashboard.

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1. Navigating to Email Campaigns

Main Sidebar ➔ Campaigns ➔ Email

1. In the main navigation sidebar on the left, click Campaigns to expand the channel menu.
2. Select Email from the submenu.
3. The Email Campaigns dashboard opens, listing all existing campaigns, sending accounts, message delivery ratios, and creation timestamps.

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2. Managing the Email Campaigns Table

The main campaigns dashboard provides complete visibility over past and active email broadcasts.

Table Controls & Customization Options

• Search Input (Search across all columns...): Search any campaign by title, sender account name, template identifier, or creation date.
• Refresh Button (🔄): Reloads the campaign list and updates delivery metrics in real time without refreshing your browser.
• Columns Menu (Columns): Toggle the visibility of specific data columns in the table to personalize your view (Campaign Name, Account, Template, Status, Sent / Failed, Created At, Actions).
• Order Menu (Order): Rearrange the sequence of table columns or define priority sorting using drag-and-drop handles.
• Create New Campaign (+ Create New Campaign): Opens the email campaign builder wizard.

Table Columns Reference

Column Header	Description	Example / Values
Campaign Name	Internal title assigned to the broadcast campaign.	hello msg, AFTALL, code email testing, test_email_campaign13
Account	The authenticated sender profile or mailbox used to dispatch the emails.	TEAM LINK MAIL, Harsha Vardhan G
Template	Pre-configured email layout, HTML template, or subject trigger.	Test-t, Demo, welcome_mail_test, demo_whitestart
Status	Current operational status of the campaign batch.	sent
Sent / Failed	Ratio showing successful dispatches versus failed transmissions.	1 / 0, 2 / 0, 0 / 0
Created At	Timestamp when the campaign was created and queued.	Aug 27, 2026 7:54 PM, Aug 6, 2026 10:56 PM
Actions	Action triggers to inspect performance metrics.	Click 👁 View to open detailed campaign analytics.

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3. Creating an Email Campaign

Click the orange + Create New Campaign button at the top right of the campaigns page to open the campaign builder.

Step 1: Channel & Sender Account Selection

1. Under the top channel bar, select Email (highlighted with a pink/red border, alongside WhatsApp, SMS, RCS, and Voice).
2. Review the Sender Account cards:
   • Harsha Vardhan G: Shows the configured sending address (e.g., Email: [email protected]).
   • TEAM LINK MAIL: Shows the alternate mailbox (e.g., Email: [email protected]).
   • Click to select the sender account you want to use for this campaign.
3. Enter a descriptive Campaign Name (e.g., Summer 2026 Promo, September Update).

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Step 2: Message Template Selection

1. Click on the Message Template dropdown to choose a pre-configured Email template.
2. Select your desired email template (e.g., welcome_mail_test, demo_whitestart, Test-t).
3. Once selected, the subject line, sender display name, and responsive HTML body render immediately inside the Mobile Preview pane on the right side of the screen.

Tip

• Write a compelling subject line to boost open rates and prevent message clipping.
• Ensure your HTML template is fully mobile-responsive across screen sizes.
• Avoid spam-trigger keywords like “Free”, “Guarantee”, or all-caps headlines to maintain high inbox deliverability.

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Step 3: Selecting Target Audience

WhiteStart provides two distinct audience targeting modes:

Option A: CSV Upload

Send broadcasts to imported email lists or external subscriber files.

1. Under 2. Target Audience, select the CSV Upload tab.
2. Click Choose file and select your recipient list (e.g., add_new_employees (1).csv).
3. Ensure the CSV includes dedicated columns for valid email addresses and personalization variables. Only .csv files are accepted.
4. Once processed, the validation card confirms:
   • File processed successfully
   • Total count of valid recipient email records (e.g., 10 valid records found.).

Option B: CRM Segment

Send broadcasts to dynamically filtered subscriber segments directly from your built-in CRM database.

1. Under 2. Target Audience, select the CRM Segment tab.
2. Click the Select Segment dropdown:
   • All Active Users: Broadcasts to all active registered CRM contacts.
   • VIP Customers: Targets top-tier accounts and engaged buyers.
   • Inactive > 30 Days: Re-engages dormant subscribers and unengaged leads.

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Step 4: Scheduling & Campaign Launch

Under 3. Schedule, configure when the campaign should be dispatched.

• Immediate Launch: Leave the Schedule Campaign toggle switched OFF and click the orange 🚀 Launch Campaign Now button to start instant delivery.
• Scheduled Launch:
  1. Toggle the Schedule Campaign switch to ON.
  2. In the Select Date & Time picker, configure your target future date and exact time (e.g., September 8th, 2026 at 23:13).
  3. Click the orange 🚀 Schedule Campaign button to queue the batch.

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4. Viewing Email Campaign Analytics & Performance

From the main campaigns table, click 👁 View in the Actions column next to any campaign to open its dedicated analytics dashboard.

Top Metric Summary Cards

• Total Messages: Total recipient email records queued in the broadcast (e.g., 1).
• Success Sent: Total emails successfully dispatched from your SMTP/mail server (e.g., 1 | 100% success rate).
• Delivered: Total emails confirmed as accepted by recipient incoming mail servers (e.g., 0 | 0% delivery rate).
• Read: Total emails opened and rendered by recipients (e.g., 0 | 0% read rate).
• Failed: Total emails bounced or rejected due to invalid addresses or domain blocks (e.g., 0 | 0% failure rate).

Visual Analytics & Engagement

• Message States Donut Chart: Visual breakdown displaying the proportion of Success, Delivered, Failed, and Read emails.
• Engagement Timeline Graph: Real-time chronological tracking showing recipient opens and interaction spikes over time.
• Mobile Preview: Exact preview of the email subject line, sender header, and rendered email body on mobile devices.
• Top Failure Reasons: Displays bounce logs and failure explanations (displays “No failure data available.” when transmissions succeed without errors).

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5. Inspecting Detailed Live Message Logs

To audit individual recipient delivery timestamps, statuses, and server responses, click the orange View Detailed Logs button in the top right of the campaign analytics view.

Live Message Logs Modal Controls

• Search Input (Search Phone... / Recipient): Quickly filter logs by typing a specific recipient email address or identifier.
• All Statuses Filter: Filter the log modal by specific execution status:
  • All Statuses: Shows all records.
  • Sent: Emails handed off to the sending mail server.
  • Delivered: Accepted by the recipient mail exchanger.
  • Read / Answered: Email opened with tracking pixel rendered.
  • Failed / No Answer: Hard/soft bounces or mailbox rejections.
• Refresh (🔄 Refresh): Fetch live delivery receipts and open status updates in real time.
• Download CSV (⬇ Download CSV): Export the full campaign audit log with all recipient emails, delivery timestamps, and error codes into a spreadsheet.

Message Logs Data Schema

Field Name	Description	Example / Values
Recipient	The recipient’s email address.	[email protected]
Status	Current email delivery status badge.	Sent (grey), Delivered (amber), failed (red)
Sent At	Timestamp when the email was transmitted.	Aug 27, 19:54
Delivered At	Exact timestamp when the recipient server accepted the message.	- (or 19:54:12)
Read At	Exact timestamp when the recipient opened the email.	-
Error	SMTP error code or bounce reason.	-

Note

Ensure your connected sending domains have active SPF, DKIM, and DMARC DNS records configured. This prevents outgoing campaign emails from landing in spam folders and protects your sender reputation.