Email Campaigns
One List, Every Type
Transactional batches, marketing emails, customer announcements — every campaign in one searchable list, with shared filters and shared results reporting.
Free for a Single User
Run unlimited campaigns from the free single-user edition. Enterprise-grade campaign tooling at no cost — ideal for a small or developing business.
Full Audit Trail, Optional
Retain every message a campaign sent for full traceability, or keep results only on high-volume runs — your choice per campaign. Cloud platforms typically discard the message bodies.
SES or Your Own SMTP
Send via Amazon SES for cost-effective high-volume delivery, or your own SMTP server. No mail-provider lock-in, no surprise per-email fee.
Campaigns
Marketing and transactional, one campaign engine.
YouDoCRM's campaign engine handles outbound communication of every kind: invoice batches and statement runs on the transactional side, marketing emails and customer announcements on the outreach side. All from one campaign list, all using the same template engine you have already configured.
Send to a segment of your customer or prospect database. Apply per-campaign exclusion rules without disturbing the underlying segment. Schedule for a date and time. Choose Amazon SES or your own SMTP. Watch the results come in on the dashboard — opens, clicks, bounces, unsubscribes — with the option to retain every message body for audit.
The whole engine is part of the standard installation — no add-on, no premium tier, no per-email fees. Free for a single user means a small business gets the same campaign tooling a much larger business pays for.
Download free edition
Transactional and marketing in a single list.
Every campaign your system runs lives in one list — customer statement batches, invoice runs, marketing announcements, prospect outreach, onboarding sequences. Search by name, filter by type, status, schedule date, owner or segment. The campaign list does not split transactional sends away from marketing sends; they are the same kind of thing and they share one screen.
When you create a campaign you choose a retention policy: keep every message body for full audit traceability, or keep results only on high-volume runs. Cloud campaign platforms typically retain the metrics and discard the message bodies — YouDoCRM gives you the choice per campaign, useful when an audit, a dispute or a customer query lands months later.
- All campaign types in one list.
- Search and filter on every field.
- Optional full message retention per campaign.
- Or results-only on high-volume runs.
Build a segment from customers and prospects.
A segment is a saved query against your database — not a fixed list. Slice on category, status, location, last contact date, lead stage, customer balance, value, project history, or any combination. Each time a campaign uses the segment, the criteria are re-evaluated, so a customer who matched yesterday but no longer fits today is no longer in the audience.
Segments can pull from your CRM contacts (prospects) and your customer ledger at the same time. That is uncommon when CRM and accounting live in separate systems — here, both records are part of the same self-hosted database, so a segment like “all UK contacts who have either bought in the last year OR have an open sales lead” is one query, not two systems and a manual merge.
- Slice on any field combination.
- Mix prospects and customers in one segment.
- Reusable across campaigns.
- Re-evaluated at the moment a campaign runs.
Customise the template, schedule the send.
When you assign a template to a campaign, YouDoCRM copies it into the campaign. Edit the campaign's copy freely — tighten the wording for a specific audience, add a campaign-specific offer, change the call-to-action — without touching the original template. The original stays clean for future campaigns; this campaign's message stays customised.
Schedule the campaign to run on a specific date and time. Update or replace the attached PDF or Word document if needed (see the Templates page for how attachments are personalised). Choose the mail provider on the same screen: Amazon SES for cost-effective high-volume delivery, or your own SMTP server.
- Template copied at campaign creation.
- Personalise per campaign without affecting the original.
- Schedule for any date and time.
- Send via Amazon SES or your own SMTP.
Exclusion rules per campaign — segment stays clean.
The audience tab applies exclusion rules to the campaign's segment without changing the underlying segment definition. Skip anyone who unsubscribed in the last thirty days. Exclude customers in a particular region for a regional campaign. Drop staff from external messages. Combine multiple rules to shape the audience exactly how you want it.
Exclusions only apply when the campaign runs — the segment itself remains intact for other campaigns to use. So a single “all UK customers” segment can serve a dozen campaigns, each with its own per-campaign exclusion list, and you never need to maintain a forked segment for each variant.
- Apply exclusions on the audience tab.
- Underlying segment unchanged.
- Combine multiple rules.
- Personalised audience without rebuilding segments.
Results dashboard — opens, clicks, bounces, unsubscribes.
Once the campaign runs, the results dashboard tracks the key metrics: delivery rate, opens, clicks, bounces (hard and soft), unsubscribes and complaints. Drill into individual recipients to see status per message and to investigate failures.
If you set the campaign to retain message bodies, the dashboard lets you open the actual content delivered to a specific recipient — not just the metrics, but the personalised email exactly as they received it. Useful for audit, dispute resolution and campaign debugging when a customer queries a message months later. The whole dashboard is self-hosted; nothing is sent to a third-party analytics service.
- Delivery, opens, clicks, bounces, unsubscribes.
- Per-recipient drill-down.
- Optional full message retention for audit.
- Self-hosted — no third-party analytics.
Frequently asked questions
Short answers on segments, scheduling, exclusions, mail providers and message retention.
No. Campaigns are part of the standard YouDoCRM installation. The free single-user edition includes the full campaign engine, segment builder, audience exclusions, message retention and the results dashboard. There is no add-on to buy, no premium tier to unlock, no per-email surcharge.
Yes. Segments can pull from your CRM contacts (prospects) and your customer ledger at the same time. This is uncommon when CRM and accounting are separate systems — in YouDoCRM both records belong to one self-hosted database, so a segment can target an audience that crosses the two without any export, import or manual merge.
When you assign a template to a campaign, YouDoCRM copies it into the campaign. Edit the copy freely; the original template stays unchanged for future use. The same audit-trail principle that applies to message sending applies here — nothing is changed retrospectively, every customisation is scoped to the campaign that owns it.
Your choice. Use Amazon SES for cost-effective high-volume delivery, or your own SMTP server. Configure the connection once and YouDoCRM handles queuing, send-rate limits and failure handling. There is no mail-provider lock-in — switch any time without changing your templates or campaigns.
Delivery rate, opens, clicks, bounces (hard and soft), unsubscribes and complaints. Drill into individual recipients to see status per message and to investigate failures. If you opted to retain message bodies, the dashboard also lets you review the actual content delivered to each recipient — not only the metrics.
Yes — and the choice is yours per campaign. Retain every message body for full audit traceability, or retain results only to save disk space on high-volume runs. Cloud campaign platforms typically retain only the metrics and discard the message bodies; YouDoCRM gives you the option, useful when an audit, dispute or customer query lands months later.