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Email System

The Email System module manages email templates and communication within PulseCRM.

Overview​

This module provides:

  • Email template management
  • Communication tracking
  • Template customization
  • Email delivery
  • Response tracking

Core Components​

Key Tables​

emailTemplate​

Primary table for email templates:

- id: Primary key
- name: Template name
- subject: Email subject
- body: Template content
- type: Template type
- variables: Available variables
- created_at: Creation timestamp
- updated_at: Last update timestamp

Features​

Template Management​

  • Template creation
  • Variable handling
  • Version control
  • Category organization
  • Status tracking

Email Types​

  • Welcome emails
  • Notification emails
  • Status updates
  • Marketing communications
  • System alerts

Communication Management​

  • Email tracking
  • Delivery status
  • Response monitoring
  • Analytics
  • History management

API Endpoints​

Template Management​

Create Template​

POST /api/email/templates

Request body:

{
  "name": "string",
  "subject": "string",
  "body": "string",
  "type": "string",
  "variables": [{
    "name": "string",
    "type": "string",
    "required": "boolean"
  }],
  "category": "string"
}

List Templates​

GET /api/email/templates

Query Parameters:

  • type: Filter by type
  • category: Filter by category
  • status: Filter by status

Email Management​

Send Email​

POST /api/email/send

Request body:

{
  "templateId": "string",
  "to": ["string"],
  "variables": {
    "key": "value"
  },
  "attachments": [{
    "name": "string",
    "content": "string",
    "type": "string"
  }]
}

Template Types​

System Templates​

interface SystemTemplate {
  type: 'system';
  triggers: string[];
  priority: 'high' | 'normal' | 'low';
  required: boolean;
}

Marketing Templates​

interface MarketingTemplate {
  type: 'marketing';
  audience: string[];
  schedule?: {
    frequency: string;
    timing: string;
  };
  tracking: boolean;
}

Notification Templates​

interface NotificationTemplate {
  type: 'notification';
  events: string[];
  immediate: boolean;
  requireConfirmation: boolean;
}

Variable Management​

Variable Types​

  • Text variables
  • Date variables
  • Number variables
  • List variables
  • Conditional variables

Variable Validation​

  • Type checking
  • Required fields
  • Format validation
  • Default values
  • Error handling

Email Delivery​

Delivery Process​

  1. Template selection
  2. Variable replacement
  3. Content validation
  4. Delivery attempt
  5. Status tracking

Tracking Features​

  • Delivery status
  • Open tracking
  • Click tracking
  • Response tracking
  • Bounce handling

Retry Logic​

  • Retry attempts
  • Delay configuration
  • Error handling
  • Status updates
  • Notification system

Best Practices​

  1. Template Management

    • Clear naming
    • Version control
    • Regular review
    • Testing process
    • Documentation

  2. Variable Usage

    • Clear definitions
    • Default values
    • Validation rules
    • Error handling
    • Documentation

  3. Email Delivery

    • Delivery verification
    • Bounce handling
    • Status tracking
    • Performance monitoring
    • Error management

  4. Compliance

    • CAN-SPAM compliance
    • Opt-out handling
    • Privacy policies
    • Data protection
    • Record keeping

Integration Points​

Lead Management​

  • Lead communication
  • Status updates
  • Follow-up emails
  • Campaign tracking
  • Response monitoring

Application Processing​

  • Status notifications
  • Document requests
  • Update communications
  • Approval notices
  • Rejection notices

Merchant Management​

  • Welcome emails
  • Status updates
  • Support communication
  • Account notices
  • Service updates

Analytics & Reporting​

Delivery Metrics​

  • Delivery rates
  • Open rates
  • Click rates
  • Response rates
  • Bounce rates

Template Analytics​

  • Usage statistics
  • Performance metrics
  • Response analysis
  • Effectiveness tracking
  • Improvement suggestions

Communication Reports​

  • Volume tracking
  • Category analysis
  • Response metrics
  • Issue identification
  • Trend analysis

Security & Compliance​

Email Security​

  • Authentication
  • Encryption
  • SPF records
  • DKIM signing
  • DMARC policies

Privacy Compliance​

  • Opt-out management
  • Data protection
  • Record keeping
  • Policy enforcement
  • Audit trails

Data Management​

  • Storage policies
  • Retention rules
  • Access control
  • Backup procedures
  • Archive management