Email Marketing Automation for ERPNext

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 2–4 weeks from confirmed scope, and you receive the full source and git repository so the app is yours to keep and extend.