Integrations

The Campaigns page

A tour of Campaigns, with screenshots — the counters at the top, the Email, SMS and WhatsApp channels, and where templates, notifications, connections and email analytics live.

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Campaigns is where all of RecurX's messaging lives: the channels your messages go out on (email, SMS, WhatsApp), the emails themselves, the events that trigger them and how they performed. This page tours each area and links to the step-by-step guide for it.

Open it from Apps → RecurX Subscriptions → Campaigns.

The counters at the top

Three counters sum up your setup:

  • Templates — how many email templates you have.
  • Connected providers — your email provider plus any connected SMS, WhatsApp and marketing integrations.
  • Active notifications — how many subscription events send you an email.
The Campaigns page with the Templates, Connected providers and Active notifications counters highlighted
The Campaigns page with the Templates, Connected providers and Active notifications counters highlighted

Channels

The Channels group has one card per channel you can send on:

  • Email — set your sending provider and From address. Until you connect your own provider, receipts and renewal emails go out through RecurX's shared sender and the card shows Waiting for an email provider, because marketing email (campaigns, win-back) needs your own provider. See Connect your email provider.
  • SMS and WhatsApp — turn each channel on, set the opt-out message and choose which channel is tried first. See Send SMS and WhatsApp messages to subscribers and Connect Twilio and WhatsApp.
The Channels group with the Email, SMS and WhatsApp cards highlighted
The Channels group with the Email, SMS and WhatsApp cards highlighted

Content, rules and results

The second group covers what the channels send and how it went:

  1. Templates — the emails your subscribers receive. See Edit your subscription email templates.
  2. Notifications — which subscription events email you, the merchant. See Choose which subscription events email you.
  3. Connections — opens Integrations, where you connect your email provider, Twilio, WhatsApp and marketing tools such as Klaviyo, Mailchimp and Omnisend. See Integrations.
  4. Analytics — delivery results (below).
The Content, rules and results group with the Templates, Notifications, Connections and Analytics cards numbered 1 to 4
The Content, rules and results group with the Templates, Notifications, Connections and Analytics cards numbered 1 to 4

Note: Templates are part of Whisper Campaigns, and Connections to marketing tools are Forge Integrations — both on the Pro plan ($49/month). On Basic these cards show Available on Pro. Email, SMS, WhatsApp and Notifications work on every plan. See RecurX billing.

Email analytics

Click Manage on the Analytics card to open Email analytics. It covers every lifecycle message RecurX sent for you across email, SMS and WhatsApp. Pick a date range (for example Last 30 days) to see:

  • Sent, Delivered, Failed and Suppressed totals, with the delivery and failure rates.
  • By channel, By template and By provider tables.
  • Daily volume, Recent failures (the last 25 failed emails with the provider's reason) and the Suppression list — addresses that bounced or marked your email as spam. RecurX doesn't send to suppressed addresses.
The Email analytics page with the Sent, Delivered, Failed and Suppressed totals and the By channel and By template tables
The Email analytics page with the Sent, Delivered, Failed and Suppressed totals and the By channel and By template tables

Note: Email analytics reports delivery — sent, delivered, failed and suppressed. It doesn't track opens or clicks.

Win-back emails

Win-back emails to cancelled subscribers are set up under Retention, not on this page, and are included from the Basic plan. Like other marketing email, they only send through your own email provider. See Win-back campaigns.

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Need help?

Ask in chat — our assistant answers straight away from these guides, and a person from the team takes over whenever you ask. Or email [email protected].

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