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- Email Marketing Automation for ERPNext
Illustrative previewA native ERPNext email marketing engine with a drag-and-drop builder,
behavioral drip automation, and open/click/bounce tracking — built, installed, and supported by
ECOSIRE for your Frappe v15/v16 instance.
What is Email Marketing Automation for ERPNext?
A native ERPNext email marketing engine with a drag-and-drop builder, behavioral drip automation, and open/click/bounce tracking — built, installed, and supported by ECOSIRE for your Frappe v15/v16 instance. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your ERPNext.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
Technical Specifications
- ERPNext Compatibility
- —
- License
- Licence confirmation required
- Python Requirement
- Python 3.10+
- Database
- MariaDB 10.6+
About this Product
ERPNext ships a basic Newsletter DocType and Email Campaign scaffolding, but marketing teams hit a wall fast: no visual builder, no true drip sequencing off customer behavior, no per-recipient open and click analytics, and segmentation that means hand-writing filters or maintaining Email Group lists by CSV. The result is that most teams bolt on Mailchimp, Brevo, or HubSpot — and immediately lose the single source of truth. Contact consent, unsubscribe state, and engagement history now live outside tabContact and tabLead, sync jobs drift, and your sales team can no longer see in ERPNext who opened what. That disconnect is exactly where native ERPNext runs out of road.
ECOSIRE builds Email Marketing Automation as a proper Frappe app (its own module, installed via bench get-app and bench install-app) so the entire lifecycle lives inside ERPNext. We add first-class DocTypes — Campaign, Email Template, Automation Flow, Flow Step, and Email Event — plus a visual, drag-and-drop email builder backed by a reusable template library. Behavioral automation is driven by hooks.py doc events (for example, on_update of a Lead crossing a status, or after_insert of a Sales Order) and by scheduler_events that advance time-delayed drip steps through the Frappe background queue, so a sequence can fire "3 days after signup" or "when deal stage changes" without external cron. Every send is enqueued through Frappe's email queue against your configured Email Account / SMTP.
Tracking is engineered, not guessed. We embed a per-recipient tracking pixel and rewrite links through a whitelisted redirect endpoint, so opens, clicks, and bounces are captured as Email Event records and rolled up onto the Campaign and back onto the originating Contact/Lead — visible in the ERPNext form and queryable via report. Segmentation is built directly on ERPNext data: saved segments compile to Frappe query filters across Contact, Lead, Customer, and any linked DocType, so "customers in UAE with an open opportunity and no order in 90 days" is a live, self-refreshing audience rather than a stale list. A/B subject-line testing splits the audience, measures open rate on the winning variant, and can auto-promote the winner. All of it respects Frappe permissions and role profiles — a Marketing Manager role sees campaigns; a Sales User sees engagement on their own leads — and exposes whitelisted REST methods so your website or app can trigger flows programmatically.
Because this is build-to-order, nothing ships as a blind download. We start with a short scoping call to confirm your ERPNext version (v15 or v16), your sending infrastructure, consent/unsubscribe requirements, and the exact triggers and segments you need. We then build against your requirements, validate on a staging bench, run UAT with your team, and install into production with a documented rollback. Typical delivery is one working week from confirmed scope, and you receive the full source and git repository so the app is yours to keep and extend.
What you get
- Installable source code for your version of the app (full Frappe module, no obfuscation)
- Installation and configuration on your ERPNext instance, wired to your Email Account / SMTP and sending domain
- Technical documentation covering DocType schema, hooks, scheduler events, and whitelisted REST methods
- End-user guide plus a live training session for your marketing team
- UAT on a staging bench with a documented rollback plan before production install
- Post-go-live support window for bug fixes and adjustments
- Git repository handover so you own and can extend the codebase
- Segment and automation-flow setup for the initial campaigns agreed during scoping
Who this is for
Marketing Manager on ERPNext
Wants to run campaigns and nurture sequences without exporting contacts to a third-party tool. Needs a visual builder, real open/click reporting, and audiences that stay in sync with live ERPNext data instead of stale CSV uploads.
Sales & Revenue Lead
Needs behavioral triggers tied to the deal pipeline — a drip when a Lead stalls, a follow-up when an Opportunity stage changes — and wants engagement history visible on the Lead and Contact forms so reps act on warm signals.
ERPNext Implementation Partner / Consultant
Delivering ERPNext to a client that demands marketing automation. Wants a clean, permission-aware Frappe app with documented hooks and REST methods they can hand over, extend, and support without lock-in.
Operations / IT Admin
Responsible for the Frappe bench, sending deliverability, and consent compliance. Needs the solution to use the native email queue, respect role profiles, honor unsubscribe/List-Unsubscribe, and install cleanly on v15/v16 with a rollback path.
How Email Marketing Automation for ERPNext Compares
| Criterion | ECOSIRE | Custom Build | Competitor | ERPNext Native |
|---|---|---|---|---|
| Email builder & templates | Drag-and-drop builder + reusable template library as DocTypes | Whatever you commission — usually built from scratch, slow | Basic template editor, varies by app quality | Plain Newsletter DocType, no visual builder |
| Behavioral drip automation | Flows on `hooks.py` doc events + scheduler-driven delays | Possible but you design and maintain the engine | Limited or add-on; often simple time-based only | Email Campaign scaffolding, no true behavioral drips |
| Open / click / bounce tracking | Per-recipient pixel + link redirect, rolled up to Contact | Build the tracking pipeline yourself | Usually present, quality and roll-up varies | No native per-recipient open/click analytics |
| Segmentation | Live Frappe query filters across Contact/Lead/Customer | Hand-built query logic per project | Often static Email Group lists | Manual Email Groups / CSV imports |
| Data & consent ownership | Everything native in ERPNext, one source of truth | Native if scoped that way | May sync out to the vendor's system | Native but shallow feature set |
| Fit to your requirements | Built to your triggers, segments, and version | Fully bespoke but higher cost and timeline | Take-it-as-is; customization limited | Fixed to core capabilities |
| Ownership & lock-in | Full source + git repo handover, no SaaS fee | You own it, but you built it | Vendor-licensed, possible per-send limits | Included in ERPNext, but limited |
| Support & version upgrades | Post-go-live window + v15/v16 upgrade retainers | Depends on your in-house team | Vendor support tiers, variable | Community support only |
Frequently Asked Questions about Email Marketing Automation
How long does delivery take?
This is a build-to-order app, so it is built for your instance rather than downloaded. Typical delivery is one working week from confirmed scope, depending on the number of automation flows, segments, and any custom triggers. We agree the exact timeline on the scoping call before any work starts.
How are updates and support handled after go-live?
Every engagement includes a post-go-live support window for bug fixes and adjustments. Because you receive the full source and git repository, your team can extend the app independently, and ECOSIRE offers ongoing support and version-upgrade retainers (for example, moving from ERPNext v15 to v16) as a separate arrangement.
Does this work with our existing ERPNext version?
Yes. The app is built and tested for Frappe/ERPNext v15 and v16. We confirm your exact version and any customizations during scoping and build against that target, then validate on a staging bench before production install.
Will it use our own sending infrastructure and deliverability?
Yes. Sends go through Frappe's native email queue against the Email Account / SMTP you configure — your own domain, SPF/DKIM, and provider (SES, Sendgrid, Postmark, or a standard SMTP relay). We wire tracking, batching, and rate controls around your existing setup rather than routing mail through a third party.
How does it keep contacts and consent in one place?
All campaign, engagement, and consent data lives in ERPNext DocTypes tied to Contact, Lead, and Customer. Unsubscribe state, opens, clicks, and bounces are recorded natively and roll up onto each recipient's form, so your sales and marketing teams share one source of truth with no external sync to drift.
Can it trigger campaigns from behavior in ERPNext?
Yes. Automation flows are driven by `hooks.py` doc events (such as a Lead status change or a new Sales Order) and time delays advanced by Frappe scheduler events. You can also enroll recipients or fire flows programmatically through whitelisted REST API methods from your website or apps.
Do we own the code?
Yes. You receive the complete Frappe app source and a git repository handover. There is no per-seat SaaS fee and no lock-in — the app runs on your bench and your team is free to extend it.
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Email Marketing Automation
A native ERPNext email marketing engine with a drag-and-drop builder, behavioral drip automation, and open/click/bounce tracking — built, installed, and supported by ECOSIRE for your Frappe v15/v16 instance.
- Drag-and-drop visual email builder with a reusable, versioned Email Template library stored as ERPNext DocTypes
- Behavioral automation flows driven by `hooks.py` doc events (`after_insert`, `on_update`, `on_submit`) on Lead, Contact, Customer, Sales Order and any linked DocType
- Time-delayed drip steps advanced by Frappe `scheduler_events` through the background job queue — no external cron required
- Per-recipient open tracking via embedded pixel and click tracking via a whitelisted redirect endpoint, recorded as Email Event records