Email Module Overview

The Email module is concorbit's built-in email marketing and communication platform. It lets you design professional emails, build targeted mailing lists, run campaigns with A/B testing, and track engagement, all without leaving concorbit.

What the Email Module Does

• Templates: Design reusable email templates using a visual drag-and-drop builder powered by Tiptap. Templates support merge fields so every email feels personal.

• Campaigns: Send a template to a mailing list, either immediately or on a schedule. Split-test subject lines or content variants with built-in A/B testing.

• Mailing Lists: Organise your contacts into static lists or dynamic CRM segments. Manage subscriptions, double opt-in, and unsubscribes in one place.

• Analytics: Track opens, clicks, bounces, and complaints across every campaign. Spot deliverability issues before they become problems.

• Email Logs: A per-email audit trail showing delivery status, open/click timestamps, and bounce details for every message sent through the platform.

Key Concepts

Templates

A template is a reusable email design. It stores both the visual builder state (so you can re-edit it later) and the rendered HTML (for sending). Templates belong to one of four categories: General, Marketing, Transactional, and Notification.

Campaigns

A campaign connects a template to a mailing list and handles the send. Campaigns progress through a lifecycle: Draft, Scheduled, Sending, Sent. You can pause a campaign mid-send and resume it later.

Mailing Lists

A mailing list is a collection of contacts who will receive a campaign. Lists can be static (contacts added manually or via import) or segment-based (auto-populated from a CRM segment at send time).

Merge Fields

Merge fields are personalisation tokens written as {{contact.first_name}}, {{company.name}}, and so on. They are resolved at send time so each recipient sees their own data.

Email Logs

Every email sent through concorbit, whether from a campaign, an invoice notification, or a test send, is recorded in the email log with full delivery tracking.

Required Tier

The Email module is available on the concorbit tier and above. If your workspace is on a plan below concorbit, the Email navigation items will not appear in the sidebar.

Dependency on the CRM Module

The Email module relies on the CRM module for contact and company data. Contacts are the recipients of your campaigns, and their CRM fields (name, email, job title, company) power the merge field system. You cannot use the Email module without CRM data in place.

Permissions

Access to the Email module is controlled by four permissions. Your workspace administrator assigns these via role-based access control.

Navigation

When the Email module is active, four items appear in the sidebar under the EMAIL group:

1. Campaigns: /email/campaigns. List and manage your campaigns.

2. Templates: /email/templates. Browse and create email templates.

3. Lists: /email/lists. Manage mailing lists and subscribers.

4. Email Logs: /email/logs. Per-email delivery audit trail.

Email analytics is not a separate sidebar item. It lives on the unified Insights page (/insights?tab=email); the old /email/analytics URL redirects there.

Canvas Workspaces

The Email module provides two pre-built canvas workspace templates:

Email Workspace

A full campaign-from-scratch workspace. It combines template selection, the visual builder, mailing lists, campaigns, analytics, and a CRM contacts panel into a single canvas. You can design a template, pick a list, create a campaign, send it, and watch the analytics, all without leaving the canvas.

Email Builder

A focused 3-pane layout for designing templates. The left column shows your template library and builder sections. The centre shows a live HTML preview. The right column shows the properties panel for the currently selected section.

SMTP Configuration

Outbound email routing is configured under Settings > SMTP, not within the Email module itself. SMTP is a tenant-wide setting that all modules (email, billing, portal) route through. See the Settings documentation for SMTP setup instructions.

System Email Templates

concorbit ships with a set of platform-default system email templates for transactional messages like invoice notifications, autopay confirmations, and portal magic links. These are listed on the Templates page under the "System emails" section.

You can customise any system template for your workspace. When you edit a platform default, concorbit creates a tenant-specific override, your version is used for all future sends, while the platform default remains untouched. You can revert to the default at any time by deleting your override.

The system templates include:

• Invoice sent

• Autopay successful

• Autopay failed

• Portal magic link

• Password reset (staff): see Branded Password Reset Email

• Milestone celebration

• Support access enabled / expired

• Support session started / ended

Getting Started

1. Check your tier: Confirm your workspace is on concorbit or above.

2. Set up SMTP: Go to Settings > SMTP and configure your outbound email provider.

3. Import contacts: Make sure you have contacts in the CRM with valid email addresses.

4. Create a template: Head to Templates and build your first email design.

5. Build a mailing list: Go to Lists and add contacts to a new list.

6. Send a campaign: Create a campaign, pick your template and list, preview, and send.