Email operations dashboard

Trade Expo CRM · Professional Edition

Total contacts—

Recipient lists—

Campaigns—

Total emails sent0

Client replies0

Today's emails sent0

Today's failed0

Today's delivered0

Today's opens0

Today's clicks0

Today's bounces0

Campaign workflow

Import → Verify → List → Build campaign → Quality check → Send → Track → Follow up

Live sendingEnabled

Suppression protectionEnabled in database

Recommended next action

Add your spam dictionary, import a consented attendee list, then use the analyzer before configuring SES.

Inbox

Replies to your mailboxes land here once AWS SES inbound receiving is connected. Empty until then.

Select a message on the left.

Contacts

Email required; first name, company and job title are optional.

✨ AI Lead Search — describe who you're looking for

First name	Email	Company	Job title	Verification	Icebreaker ✨

Import Center

Upload a CSV, preview results, then import only the valid, non-suppressed rows.

CSV file (columns: email required; name, company, job_title optional)

Import history

File	Total	New	Duplicate	Invalid	Suppressed	Date

Recipient Lists

Create a list, then add contacts to it.

New list name

All lists

Select a list

Choose a list on the left to manage its contacts.

Suppression List

Unsubscribed, hard-bounced, complained, manual, and global do-not-email addresses are removed before every live send.

Email to suppress

Reason

Bulk upload — CSV or plain text file, one email per line (or an "email" column)

Email	Reason	Added

Verification

Real DNS + mail-server check per address.

Checks take roughly 1-2 seconds per address, and mail servers can occasionally block automated checks — this shows as "unknown" rather than a wrong answer.

Check a single email

Email	Status	Detail	Checked

Senders

Domains and mailboxes used for sending, plus assigning one mailbox per domain to each employee.

Add domain

Domain name

Sender pool

Campaigns rotate the "from" address across active senders — one per email — to spread volume over your owned domains for better deliverability.

Total senders0

Active in rotation0

SES verified0

From address

Domain

Display name (optional)

Must be on a domain you've verified in AWS SES (DKIM). Gmail / Yahoo / Outlook addresses can't be used — SES rejects them.

Compliance footer

Appended to every email (and reply) after the sender's signature. Keep the unsubscribe instruction — it protects deliverability.

From	Domain	SES	Sent	Status

Mailbox assignment

One dropdown per employee per domain — assign one mailbox from each of your domains to each employee, so everyone sends from a mix of domains rather than just one.

Campaigns

Draft → Scheduled → Sending → Completed → Analytics.

Name	Status	Recipients	Skipped (suppressed/invalid)	Pacing	Scheduled for

Templates

Group templates into a pool — Bulk Send rotates between a pool's templates automatically.

New pool name

New template

✨ AI Email Writer — describe what this email should do, and Claude will draft a subject + body for you to edit.

Goal (required)

Audience (optional)

Tone (optional)

Key points to include (optional)

Template name

Pool

Subject

Font

Body

Bulk Send

Filters out suppressed and invalid contacts automatically, runs a spam check, and rotates across the selected template pool.

Campaign name

Recipient list

Template pool (rotates between its templates)

Schedule (optional — leave blank to keep as draft)

Follow-up sequence (up to 4 steps)

Each step waits the given number of days after the previous one, and skips anyone who's replied, unsubscribed, bounced, or is otherwise suppressed/invalid — checked fresh at the moment each step is generated.

✨ Plan a sequence with AI — describe your goal

Gap between each fresh email (seconds) — leave blank to use your global Rotation pacing

Or a sending pattern (seconds, comma-separated) — cycles through these gaps in random order so it doesn't look automated. Overrides the gap above if set.

Upload your whole list in one go — this spaces the actual sends out automatically, instead of you needing to send in smaller manual batches.

Follow-ups

Multi-step sequences, set at Bulk Send time or here — each step skips anyone who's replied, unsubscribed, bounced, or is suppressed/invalid.

Due now0

Upcoming0

Generated0

No sequence set0

Follow-up steps

Campaign	Step	Due	Status

Set a follow-up sequence

For campaigns that didn't have one configured when sent — set up to 4 steps the same way Bulk Send does.

Campaign	Status

Sent Items

Click a campaign to see exactly what was sent, to whom, and when.

Campaign	Status	Recipients	Scheduled for

One-off emails (Composer + replies)

To	From	Subject	Status	Sent

Sender rotation

How campaigns will spread across your sender pool once sending is live. Settings save immediately.

Rotation strategy

Reputation + domain-diversified — best for protecting inbox placement

Reputation-weighted — prefer healthiest mailboxes, ignore domain order

Even (round-robin) — simple, predictable spread

Daily caps

Per-mailbox / day

Per-domain / day

Warmup ramp

Warmup length (days)

Day-1 allowance

Pacing

Min gap per mailbox (ms)

Jitter (ms)

Sending pattern (seconds, comma-separated) — cycles through these gaps in random order instead of one fixed number, so timing doesn't look automated. Leave blank to just use the gap + jitter above.

Enforcement

When every mailbox has hit its cap (or it's outside business hours), auto-defer queues the remaining recipients for the next open window instead of sending anyway.

Auto-defer over-cap / off-hours sends

Deliverability

Per-domain and per-mailbox reputation from SES events, over the last 14 days. Tune rotation on the Rotation page.

Sent0

Delivery rate—

Bounce rate—

Complaint rate—

Open rate—

SES account: available once AWS SES is connected.

Volume & outcomes over time

By domain

By mailbox

Mailbox	Health	Today	Warmup	Sent	Bounce	Complaint	Open

Analytics

Total contacts0

Verified0

Campaigns0

Queued sends0

Templates0

Client replies0

Per employee

Employee	Campaigns created	Contacts added	Queued sends	Replies

Admin

Add employee

Creates a real login instantly — no need to use the Supabase Dashboard anymore.

Full name

Email

Temporary password

Role

All users

Email Quality Analyzer

Spam words, symbols, links, unsubscribe and signature checks.

Subject

Email body

Quality result

Run an analysis to see the score and suggested replacements.

Bulk Spam Word Manager

Admins can add, edit, disable, import, and export promotional, urgency, claims, CTA, financial, adult/sensitive, and formatting rules.

Word / phrase	Severity	Suggestion	Active

Users & Performance

To add a new employee, use the Admin tab. Reply counts fill in once AWS SES inbound receiving is connected.

Employee	Role	Status	Queued	Replies

Reports

Contacts added todayTracked

ImportsTracked

Delivery / bounce / complaint rateAvailable with SES events

Verification rateAvailable

Trade Expo CRM

Email operations dashboard

Campaign workflow

Recommended next action

Inbox

Contacts

Import Center

Preview

Import history

Recipient Lists

All lists

Select a list

Suppression List

Verification

Senders

Add domain

Sender pool

Compliance footer

Mailbox assignment

Campaigns

Templates

New template

Bulk Send

Follow-up sequence (up to 4 steps)

Preview

Eligible recipients

Preview as sent to a few contacts

Follow-ups

Follow-up steps

Set a follow-up sequence

Sent Items

Campaign detail

One-off emails (Composer + replies)

Sender rotation

Rotation strategy

Daily caps

Warmup ramp

Pacing

Enforcement

Deliverability

Volume & outcomes over time

By domain

By mailbox

Analytics

Per employee

Admin

Add employee

All users

Email Quality Analyzer

Quality result

Bulk Spam Word Manager

Users & Performance

Reports

New email

Set follow-up sequence