Email
Overview

Email

Gordon CRM features a comprehensive email delivery system designed to help you communicate with your contacts effectively. Whether you need to send automated, step-by-step sequences or one-off announcements, the system covers all your outreach needs.

The system is split into two main tools:

  • Campaigns — Automated multi-step sequences (drip marketing) triggered by events or user actions.
  • Broadcasts — One-time mass emails sent to a targeted group of contacts.

[SCREENSHOT PLACEHOLDER: The Email main dashboard showing campaign lists and broadcast history]


Marketing vs. Transactional Emails

Every email you send through Gordon CRM falls into one of two categories. It is critical to select the correct category to ensure deliverability and remain compliant with email laws:

CategoryPurposeConsent GateUnsubscribe Header
Marketing (default)Newsletters, promotions, event details, nurture dripsEnforced (contact must be subscribed)Included (required)
TransactionalReceipts, appointment confirmations, critical alertsBypassed (consent not checked)Omitted

Important: Transactional emails bypass opt-in status. Only use this category for emails that the recipient expects to receive as part of a transaction or service (e.g., appointment reminders). Using transactional emails to bypass marketing opt-out choices is a violation of terms of service and can harm your domain's sending reputation.


Key Features

To get the most out of the email system, configure these key settings:

  • Sender Identities — Before sending your first email, you must verify your sending domain by adding DNS records. This builds a trusted reputation for your domain.
  • Merge Fields — Personalize email subject lines and bodies with contact-specific details like {{first_name}} or event details like {{event_title}}.
  • Tracking & Analytics — Measure opens and clicks using first-party branded tracking domains to improve deliverability.

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