ERPX CRM / Campaigns
ERPX CRM email campaigns send one bulk message to leads, customers and email groups through your SendGrid account, then track each recipient as Sent, Failed, Bounced, Unsubscribed or Opened.
In the CRM journey
An ERPX campaign is one bulk email send: one template, one sender, one recipient list. Sending runs as a background task, and analytics show delivery, open, click, bounce and unsubscribe rates. It is not a marketing automation suite: there are no drip sequences, A/B tests or revenue attribution.
Known audiences, measurable reach
ERPX combines an active template and configured sender with recipients from existing CRM records, then tracks the send to each address.
Phase 01
Bring in email groups, filtered Leads or filtered Customers. Duplicate addresses are skipped.
Phase 02
Pair an active template with a configured SendGrid sender while the campaign is in Draft.
Phase 03
Choose a future time or queue the Bulk send for background dispatch.
Phase 04
Follow recipient progress; pause a queued or running send, then resume what remains.
Phase 05
See sent, opened, clicked, bounced and unsubscribed outcomes by recipient.
A controlled send
The campaign record keeps sender, template, audience, run state and engagement results together.
In detail
Campaign setup
Every campaign starts in Draft. Pick an active email template, choose the SendGrid account to send through, then schedule a time or start now. ERPX checks the template, sender and recipients before the campaign is queued.
Recipient selection
Add every member of an email group, import leads by status, territory, industry or owner, and import customers by territory or industry. A campaign can mix all three, and duplicate addresses are skipped.
Delivery tracking
Sending runs as a background task. Each recipient moves from Pending to Sent, Failed, Bounced or Unsubscribed, and Opened is recorded when they read it. Analytics show delivery, open, click, bounce and unsubscribe rates.
Worked example
Before the new season, a manufacturer emails existing customers in one territory about re-ordering.
| Step | Setting | What happens |
|---|---|---|
| Audience | Customer filter by territory | Recipients come from known customer records |
| Message | Active template and SendGrid sender | The campaign is saved as a Draft |
| Schedule | Send date and time | The campaign moves through Scheduled, Queued and Running |
| Review | Recipient results and analytics | Sent, Failed, Bounced, Unsubscribed and Opened, plus open and click rates |
| Recover | Re-launch a Partially Completed campaign | Only recipients still Pending are sent; no one is mailed twice |
Campaigns reach existing CRM audiences. New leads come from CRM Forms.
Connected work
Each part of ERPX CRM keeps its own purpose while preserving the relationships needed by the rest of the journey.
Lead management software that gives every enquiry an owner, territory, source and follow-up date, and converts only Qualified leads into opportunities.
ExploreCRM activity tracking that logs emails, calls, notes, SMS, meetings and attachments on each lead, prospect and customer in one timeline.
ExploreLead capture forms, shared by link or embedded on your site, that turn genuine submissions into owned leads with spam and duplicate checks.
ExploreBuyer questions
No. ERPX Campaigns sends bulk email: one message to one recipient list, with delivery and engagement tracking. There are no drip sequences, A/B tests, landing pages or revenue attribution. A Drip campaign type exists in ERPX but is not available yet. Campaigns suit teams that want good-enough outreach inside their ERP.
No. An ERPX campaign builds its recipient list from email groups, from leads filtered by status, territory, industry or owner, and from customers filtered by territory or industry. Recipients come straight from the CRM and customer records, and duplicate addresses are skipped, so there is no export to a separate email tool.
An ERPX campaign can combine email groups, leads imported by status, territory, industry or lead owner, and customers imported by territory or industry. Duplicate addresses are skipped, so a person on two lists is mailed once. Recipients can only be added while the campaign is in Draft.
ERPX campaigns send through a SendGrid email account configured for your organisation. You choose the account under Sender Configuration, and the sender name fills in from it. A Reply-To address can be set if replies should go to a different inbox, such as a shared sales mailbox.
ERPX campaign analytics show sent and delivery rate, opened and open rate, clicks and click rate, bounced and bounce rate, and unsubscribed and unsubscribe rate. Each recipient also has its own status: Sent, Failed, Bounced, Unsubscribed or Opened, with the failure reason shown where a send did not go out.
No. An ERPX campaign can be edited only in Draft, so a send in progress cannot change underneath itself. A running campaign can be paused, resumed or cancelled. To send a similar message again, duplicate the campaign; the copy starts as a new Draft without recipients.
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