Email Marketing & Newsletter
Create controlled bulk-email campaigns from Letter Manager, select valid CRM contacts or leads, process delivery under the built-in 100-per-five-minute limit, continue through cron and review delivery and open evidence.
Setup, access and Letter Manager integration
Install the module, understand its tab-only navigation, access model, routes, database ownership and dependency on Letter Manager.
01Email Marketing & Newsletter module overviewUnderstand the complete campaign, queue, history and read-receipt flow implemented by the module.02Install and activate Email Marketing & NewsletterCreate the campaign and recipient tables and register the Letter Manager tab and cron hook.03Open the Email Marketing & Newsletter tabUse the exact Letter Manager route on which the module injects its third tab.04Understand Email Marketing & Newsletter accessApply the access behaviour actually enforced by the supplied controller.05Verify Letter Manager dependenciesConfirm the existing Letter Manager page, template selector and editor elements required by the injected newsletter workspace.06Understand newsletter routes and endpointsMap the AJAX campaign endpoints and public tracking-pixel route without exposing them as ordinary menu pages.07Understand newsletter database recordsKnow which campaign, recipient, delivery and open metadata is retained.08Understand deactivation and removal limitationsAvoid assuming that the supplied release automatically removes its database tables or campaign data.
Recipient directory and selection
Use the code-backed active-contact and lead directory, individual/group selection, search controls, valid-email filtering and cross-source deduplication.
01Load active client contactsPopulate the recipient selector with active CRM contacts that have valid, non-empty email addresses.02Load leads as newsletter recipientsPopulate the selector with CRM leads that have valid email addresses.03Select individual contacts for a newsletterChoose specific active customer contacts instead of sending to an entire group.04Select individual leads for a newsletterChoose specific leads with valid email addresses.05Select client groups for a newsletterExpand one or more CRM customer groups into their eligible active contacts.06Select lead-status groups for a newsletterExpand one or more lead statuses into eligible lead email recipients.07Use recipient live searchFilter the visible recipient list before making individual or group selections.08Select all visible or clear recipientsUse the bulk selector controls without unintentionally selecting hidden filtered entries.09Understand valid-email filteringKnow why a contact or lead with a missing or malformed address is not offered as a recipient.10Understand recipient deduplicationPrevent duplicate delivery where the same email address is represented by more than one selected CRM record.
Campaign content and validation
Copy Letter Manager templates, prepare HTML safely, compose the subject/body, calculate batches and satisfy creation validation.
01Use a Letter Manager template in a newsletterCopy the selected Letter Manager template subject and body into the newsletter composer.02Understand newsletter template HTML preparationKnow how complete HTML templates are reduced to email-body content before editing and delivery.03Write a newsletter subjectEnter the required subject used for the outgoing campaign and history record.04Compose the newsletter email bodyCreate the HTML email body sent after the personalised greeting.05Validate newsletter subject, body and recipientsResolve every server-side condition checked before a campaign record is created.06Calculate newsletter batches and estimated timeInterpret the Selected, estimated batch and ETA values shown before sending.07Confirm and start a newsletter campaignCreate the queued campaign after reviewing recipients, the 100-per-five-minute limit and ETA.08Understand campaign and recipient statusesInterpret every delivery state used by the supplied code.
Queue, rate limit and cron
Follow browser processing, autonomous cron continuation, global rolling-window throttling, locking, stale recovery and SMTP delivery rules.
01Process a newsletter in the browserAllow the campaign page to request immediate queue work in small chunks.02Continue newsletter delivery through cronUse the module after_cron_run hook so queued campaigns progress after the browser closes.03Understand the 100 emails per five minutes limitApply the exact global rolling-window rule enforced by the queue.04Understand newsletter queue lockingPrevent browser and cron workers from processing the same queue simultaneously.05Recover stale processing recipientsUnderstand the automatic recovery of rows left in processing by an interrupted worker.06Understand sender identity and personalised greetingKnow the sender fallback and fresh CRM name lookup used for each outgoing message.07Understand newsletter send success and failureReview how each SMTP attempt changes recipient and campaign evidence.08Close the newsletter page safelyLeave the browser without cancelling the server-side campaign.09Understand oldest queued campaign selectionKnow which campaign autonomous processing chooses when no campaign ID is requested.
History, delivery and read evidence
Use campaign history, recipient details, delivery errors and the one-pixel open evidence, including image-proxy limitations.
01Review Newsletter HistoryReview campaign date, subject, status and delivery totals.02Search and page Newsletter HistoryFilter campaigns by subject or status and use the server pagination limits.03Open newsletter campaign detailsInspect the stored body and recipient-level delivery/open evidence.04Read recipient delivery detailsInterpret recipient name, email, delivery status, sent time, error and tracking evidence.05Understand newsletter open trackingKnow how the appended one-pixel image records email-client image requests.06Understand email image-proxy opensInterpret Gmail/Google and Outlook/Microsoft proxy evidence correctly.07Apply privacy controls to newsletter evidenceHandle campaign content, recipient data, IP addresses and user agents under authorised privacy and retention rules.
Troubleshooting and verified limitations
Diagnose missing tabs, recipients, SMTP failures, rate waits, stuck campaigns and understand what the supplied module does not implement.
01Troubleshoot a missing newsletter tabRestore the injected tab without changing unrelated Letter Manager pages.02Troubleshoot missing newsletter recipientsResolve active-status, invalid-email, grouping or stale-directory causes.03Troubleshoot a newsletter SMTP failureUse the stored recipient error and normal CRM SMTP configuration.04Troubleshoot a rate-limited newsletterWait for the rolling attempt window instead of bypassing the queue.05Troubleshoot a stuck newsletter campaignSeparate cron, queue-lock, rate-limit, stale-processing and SMTP causes.06Troubleshoot missing predefined newsletter templatesRestore the Letter Manager template source expected by the module.07Understand Email Marketing & Newsletter limitationsUse only the functions present in module v1.0.0.