Marketing Planner
Section: Marketing & Communication
URL:/admin/marketing_planner
Page title: Marketing Planner
Overview
Marketing Planner is a multi-channel campaign management tool for email and SMS marketing. It provides a visual email template editor (React Email Editor), audience segment builder, campaign scheduling, and Highcharts-powered performance analytics.
Business value
Runs targeted email and SMS campaigns from inside the CRM — no separate marketing platform required. Segments are built directly from CRM data, so targeting is always up to date.
- Who uses it: Marketing managers, CRM admins, demand-gen teams
- Key benefit: Reach specific customer segments with personalised campaigns without exporting data to an external tool.
- Metrics it influences: Email open rate, click-through rate, campaign-attributed leads, SMS delivery rate
Typical use cases:
- Monthly newsletter to all active clients segmented by industry
- Promotional SMS blast to clients with lapsed activity in the last 90 days
- Re-engagement email series for leads who went cold after the first contact
- Post-event follow-up email with customised content per attendee segment
Accessing this module
From the admin sidebar, navigate to Marketing Planner, or open the URL directly:
/admin/marketing_planner
Key concepts
| Concept | Description |
|---|---|
| Campaign | A named sending initiative with a defined audience, channel, schedule, and content |
| Segment | A dynamic group of clients or leads defined by CRM field criteria |
| Email Template | A reusable email design built with the drag-and-drop React Email Editor |
| SMS Template | A reusable text message with merge fields |
| Channel | Email or SMS; configured per campaign |
Common actions
- Create campaign — define the campaign name, channel, segment, and schedule.
- Build audience segment — use the segment builder to filter clients/leads by any CRM field.
- Design email template — open the drag-and-drop editor to create responsive HTML emails.
- Create SMS template — write a text template with personalisation merge fields.
- Schedule or send — set a send date/time or trigger an immediate send.
- View analytics — track opens, clicks, bounces, and unsubscribes in the Highcharts dashboard.
- Manage sending limits — configure daily/hourly email caps to protect deliverability.
Source: crm-connect-main/app/modules/marketing_planner