Marketing

Access

• Route: /marketing
• Permission: marketing.view
• Section: Tools
• Offline: not available
• Phone: create/edit redirect to the list

You can

• View campaigns with summary stats (sent, delivery rate, scheduled)
• Create / Edit with create/update
• Delete single or bulk with marketing.delete
• Export to Excel

You cannot

• Manage marketing without marketing permissions
• Create/edit on phone
• Use Marketing offline

How to

Create a campaign

• Click Create campaign (needs marketing.create) to open the campaign form.
• Enter a Campaign name, and optionally toggle Schedule for later and set a send date/time.
• Add recipients with Customers (pick from your customer list) and/or Emails / CSV (type addresses — press Enter, or paste a comma/space-separated list — or upload a CSV/XLSX with an email column). Added recipients show as removable chips.
• Fill in Subject, optional Sender name / Reply-to email, and write the Message in the rich text editor (headings, bold/italic/underline/strike, lists, links).
• Attach files with Add file (each can be removed before sending).
• Click Send now (or Schedule if scheduling) to send/queue the campaign, or Save as draft to save without sending. The send button stays disabled until Subject is set, at least one recipient is added, and a date/time is chosen when scheduling.

Edit a campaign

• Row menu (⋮) → Edit, or Edit on the campaign detail page — only available for draft or scheduled campaigns with marketing.update.
• Opens the same form pre-filled with the existing name, recipients, subject, body, sender/reply-to, and attachments.

View a campaign & recipients

• Click a row (or row menu → View) to open the campaign detail page: status badge, delivery metrics (Recipients / Sent / Delivered / Opened / Bounced), the email preview with any attachments, and a recipients table (name, email, status).
• Scheduled campaigns show a banner with the scheduled send date/time.

Send now / Delete

• On the detail page, Send now immediately sends a draft/scheduled campaign after a confirmation prompt.
• Delete (row menu, bulk action bar, or detail page) removes a campaign with marketing.delete after a confirmation prompt; select rows with the checkboxes to reveal the bulk Delete action.

View stats

• The stat row above the table (Campaigns / Sent this month / Avg. delivery rate / Scheduled) refreshes automatically after any create, edit, send, or delete.

Export

• Click Export to download the currently loaded rows as marketing.xls.