Introduction

The Marketing → Email module gives you a centralized view of all your mass email activity. From here, you can monitor performance metrics, manage campaigns, and organize your email templates.

The module includes three main sections:

• Overview – Your email performance dashboard
• Campaigns – View and manage all mass email campaigns
• Templates – Create, organize, and share email templates

Summary

• Email Overview Dashboard
• Campaigns
• Templates

Email Overview Dashboard

The Overview dashboard displays consolidated performance data for all mass emails you've sent.

Performance Metrics

You can view metrics in two ways: By Email

or By Lead.

Performance Over Time (Trend)

A line graph tracks the following metrics over time:

• Emails Delivered
• Emails Opened
• Emails Replied To
• Emails Bounced

Use this graph to identify trends and measure the effectiveness of your email outreach.

Campaigns

The Campaigns section displays a complete list of your mass email campaigns with tools to search, filter, and manage them.

Campaign List Features

• Campaign Name – Displays the email subject line
• Status – Shows either Scheduled or Sent
• Search – Use the search bar to quickly find campaigns
• Audience Details:
  • If one Segment was used, the Segment name and total recipients are displayed. Click the Segment name to open the Segment page.
  • If recipients were manually added, the label Manual Selected appears. Click it to view the recipient list within the campaign.

Available Actions

Actions vary based on campaign status:

Campaign Detail Page

Click any campaign to open the Campaign Detail page, which includes two tabs:

Email Tab

• Preview your email in desktop or mobile mode

Analytics Tab (Sent campaigns only)

• View full performance metrics
• Recipient Behavior Table includes:
  • Lead Name (click to open the Lead page)
  • Date Opened
  • Bounced (Yes/No)
  • Date of Reply
  • Quick Actions: Reply, Call, or Text
• Export – Download analytics as CSV or Excel

Templates

The Templates section provides a redesigned template management system with folders, search, and flexible viewing options.

Key Features

• View Options – Toggle between Card View and List View
• Folders – Organize templates into folders; All Folders is the default view
• Search – Find templates by name
• Ownership Filter – Switch between My Templates and Shared with Me

Creating a New Template

Click Create Template and choose your editor:

• Classic Email Editor – The same editor you're familiar with
• Drag-and-Drop Email Editor – A visual editor for building emails with a back button to return to the Templates page

Bulk Actions (List View)

When you select multiple templates in List View, the following actions become available:

• Move to Folder
• Delete
• Copy
• Cancel selection

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.