1. Dashboard

The Dashboard is the main home screen of Email Master. It provides an at-a-glance overview of your account performance and recent activity.

1.1 Summary Statistics

At the top of the Dashboard, three summary cards display key account metrics:

Each card also displays a percentage change compared to the previous month, allowing you to monitor growth trends at a glance.

1.2 Email Performance Chart

The Email Performance chart displays Open Rate and Click Rate trends over time. You can filter the chart by year using the Year selector in the top-right corner of the chart panel, then click Apply to update the view.

1.3 Recent Campaigns

The Recent Campaigns table lists your latest campaigns with the following columns:

• Campaign — The name of the campaign.
• Sent Date — The date and time the campaign was sent.
• Opens — The open rate percentage for that campaign.
• Clicks — The click rate percentage for that campaign.
• Status — The current status of the campaign (e.g., Completed).

1.4 Analytics Summary

The Analytics Summary section at the bottom of the Dashboard provides a breakdown of how recipients are interacting with your emails:

• Unique Open Rate — Percentage of unique recipients who opened the email.
• Unique Click Rate — Percentage of unique recipients who clicked a link.
• Bounce Rate — Percentage of emails that could not be delivered.
• Unsubscribe Rate — Percentage of recipients who opted out.

Each metric also shows a comparison indicator relative to the previous month.

2. Campaign Management

The Campaign Management module allows you to create, schedule, run, and track all of your email campaigns from a single interface. Navigate to Campaigns in the top navigation bar to access this module.

2.1 Campaigns Overview

The campaign list below the summary cards displays:

• Campaign — Campaign name and launch date.
• Status — Current campaign status (see Section 2.2).
• Progress — A visual progress bar showing delivery completion.
• Sent/Target — Number of emails sent vs. total target recipients.
• Duration — Time taken to complete the campaign.
• Open Rate — Percentage of recipients who opened the email.
• Actions — View report or delete the campaign.

2.2 Campaign Statuses

2.3 Create a New Campaign

1. Click the + New Campaign button in the top-right corner of the Email Campaigns page.
2. In the Campaign Details panel, enter a Campaign Name and a brief Description (up to 400 characters).
3. Under Email Templates, click Create Template to build a new template, or select an existing template from the Choose a Template dropdown.
4. In the Email Builder panel, enter a Template Name, Subject (up to 120 characters), and a From Email Username. Select a verified domain from the dropdown.
5. Select your target audience using either the Select by Tag tab or the Select Individual Emails tab.
6. To schedule the campaign, toggle the Schedule option on and select the desired date and time. Leave it off to send immediately.
7. Click Save Draft to save your progress, or Run Campaign to launch immediately.

2.4 Campaign Report

To view a detailed report, click the report icon (bar chart) in the Actions column. The report includes:

• Key metrics bar — Sent, Delivered %, Open Rate, Click Rate, Unsubscribes, Unique Open Rate, and Unique Click Rate.
• Engagement Over First 24 Hours — A line chart showing opens and clicks in the first 24 hours.
• Conversion Funnel — A horizontal bar chart comparing Sent, Delivered, Unique Opens, and Unique Clicks.
• Delivery Exceptions — Counts of Bounces, Unsubscribes, and Spam Complaints.
• Top Clicked Links — A table listing the most-clicked links with unique and total click counts.
• Campaign Content Details — Campaign name, description, sent date, recipients, and a template preview.

2.5 Delete a Campaign

Click the red delete icon (trash bin) in the Actions column next to the campaign. Confirm the deletion when prompted. This action is permanent and cannot be undone.

3. Email Builder

The Email Builder allows you to design and manage reusable email templates that can be applied to any campaign. Navigate to Email Builder in the top navigation bar.

3.1 Email Builder Interface

• Left panel — Displays available email templates. A Select Template dropdown at the bottom loads a saved template.
• Centre canvas — A live preview of the email design. Click directly on elements to edit them.
• Right panel — Displays Styles and Inspect tabs for customising the global appearance (backdrop colour, canvas colour, border, font family, text colour, and background image).

3.2 Toolbar Options

The toolbar at the top of the canvas provides the following tools:

3.3 Adding Content Blocks

On the Email Builder page, click on the + (plus) button on the canvas to select what type of block you want to insert. A block picker will open allowing you to select from the following types:

3.4 Customising Blocks with the Inspect Panel

Each of the blocks can then be modified using the Inspect button on the right-hand side (RHS) to fit your requirements. Once you click a block to select it, the Inspect panel activates and allows you to adjust properties such as:

• Text contents — Update the written copy directly for headings, text, and buttons.
• Size & dimensions — Adjust the exact width and height of the selected block.
• Padding — Manage the internal spacing (top, bottom, left, right) around the block's content.
• Links — Assign destination URLs to clickable elements like buttons or images.
• Background color — Set a solid background hue for the block.
• Background image — Upload or link to an image to use as the background for container and section blocks.

3.5 Built-in Template Library

• Empty — A blank canvas for fully custom designs.
• Welcome email — A standard onboarding template for new users.
• One-time passcode (OTP) — A template for sending verification codes.
• Reset password — A template for password reset requests.
• E-commerce receipt — A purchase confirmation template.
• Subscription receipt — A template for subscription confirmations.
• Reservation reminder — A template for event or booking reminders.
• Post metrics — A template for sharing performance data.
• Respond to inquiry — A general-purpose inquiry response template.

3.6 Personalisation Variables

Example usage:

Hello {{name}},


Thank you for joining our platform.
Your registered email is {{email}}.

4. Contact Management

The Contact Management module stores and manages all email recipients. Navigate to Contact in the top navigation bar.

4.1 Contacts Overview

4.2 Contact Segments

• Active Engagers — Contacts who opened an email within the last 3 months.
• Passive Subscribers — Contacts who subscribed but have not opened recently.
• Inactive Contacts — Contacts with no engagement in the last 90 days.
• Custom Segments — User-defined segments based on custom criteria.

The Segment Overview table lists all segments with their criteria, contact count, last updated date, and available actions (edit or delete).

4.3 Add a Single Contact

1. Click the Add Single Contact button in the top-right corner.
2. Enter the contact's Email Address, Contact Name, and any applicable Tags.
3. Click Add Contact to save.

4.4 Bulk Upload Contacts

1. Click the Bulk Upload button in the top-right corner.
2. Assign Tags to the contacts being imported.
3. Click Download sample Excel file to obtain the required file format.
4. Prepare your contact file in XLSX or CSV format (maximum 5 MB).
5. Click Choose File and select your prepared file.
6. Click Upload Contacts to complete the import.

4.5 Create a Contact Segment

1. Click the Create Segment button in the top-right corner.
2. Enter a Segment Name.
3. Define Segment Criteria by selecting a Field, Condition, and Value. Available fields include: Open Rate, Unique Open Rate, Opens, Unique Opens, Click Rate, Clicks, Status, and Tag.
4. Click + Add Another Condition to apply multiple filters.
5. Review the Segment Preview to see the estimated number of matching contacts.
6. Click Save Segment to save.

4.6 Edit a Contact

1. Locate the contact in the All Contacts table.
2. Click the edit icon (pencil) in the Actions column.
3. Update the Name, Email, or Tags as required.
4. Click Save to apply the changes.

4.7 Delete a Contact

Click the red delete icon (trash bin) in the Actions column next to the contact. Confirm the deletion when prompted.

4.8 Search and Filter Contacts

• Status filter — Filter by email status (Valid, Invalid, etc.).
• Subscription Status filter — Filter by subscription status.
• Segmentation filter — Filter contacts by segment membership.
• Custom Segment filter — Filter by a specific custom segment.
• Search — Search contacts by name or email address.

4.9 Contact Status Types

5. Reports Overview

The Reports module provides analytics and performance data for all email campaigns. Navigate to Reports in the top navigation bar.

5.1 Performance Reports Page

Use the time-range buttons to filter the report:

• Last 7 days — View data from the past 7 days.
• Last 30 days — View data from the past 30 days.
• Custom — Select a custom date range using the calendar picker.

5.2 Summary Metrics

5.3 Charts

• Emails Sent Over Time — A line chart showing the volume of emails sent on each date within the selected period.
• Performance Rates — A bar chart comparing Open Rate, Click Rate, Unique Open Rate, Unique Click Rate, and Bounce Rate.

5.4 Metric Definitions

5.5 Export Report

Click the Export Report button in the top-right corner of the Performance Reports page to download the report.

6. User Management

The User Management module allows administrators to manage platform users, assign roles, and control access. Navigate to User Management in the top navigation bar.

6.1 User Management Overview

6.2 User Roles

6.3 Add a New User

1. Click the Add user button in the top-right corner.
2. Enter the Full Name, User Name, Email Address, and Password.
3. Select a Role from the dropdown (Admin or Staff).
4. Click Add User to create the account.

6.4 Change User Role

1. Locate the user in the user list.
2. Click the change role icon in the Actions column.
3. The current role is displayed. Select a new role from the New Role dropdown.
4. Click Update Role to apply the change immediately.

6.5 Reset User Password

1. Locate the user in the user list.
2. Click the reset password icon in the Actions column.
3. Enter a new password and confirm it in the Confirm password field.
4. Click Confirm Reset to apply the new password.

6.6 Deactivate a User

1. Locate the user in the user list.
2. Click the deactivate icon in the Actions column.
3. A confirmation dialog will appear. Click Deactivate User to confirm.

7. AWS SES Domain Setup

To send emails through Email Master, you must configure and verify your sending domain using Amazon Simple Email Service (AWS SES).

7.1 Log In to AWS Console

Go to https://mezagent.signin.aws.amazon.com/console and sign in to your AWS account. Navigate to Amazon SES using the Services menu or the search bar.

7.2 Create a Domain Identity

1. In the left-hand menu, click Verified Identities.
2. Click Create Identity.
3. Select Domain as the identity type.
4. Enter your domain name (e.g., yourdomain.com).
5. Enable DKIM signing to improve email deliverability and authentication.
6. Click Create Identity to proceed.

7.3 Add DNS Records

After creating the identity, AWS SES will generate DNS records that must be added to your domain registrar:

• TXT record — Used for domain verification.
• CNAME records — Used for DKIM authentication.
• SPF record — Used to authorise AWS SES as a legitimate sender for your domain.

Log in to your DNS provider (e.g., GoDaddy, Cloudflare, or Namecheap) and add each record exactly as specified by AWS SES.

7.4 Wait for Verification

Once the DNS records have been added, the domain identity status will change from Pending verification to Verified. DNS propagation may take between 5 minutes and 24 hours depending on your provider.

8. API & Integrations

Email Master provides a RESTful API for developers to integrate contact management functionality into external applications and workflows.

8.1 Authentication

All API requests require a valid JSON Web Token (JWT). Include the token in every request header:

Authorization: Bearer YOUR_JWT_TOKEN

8.1.1 Login  POST /auth/login

Obtain a JWT token by authenticating with your credentials.

8.2 Contact Endpoints

All endpoints require a valid JWT token in the Authorization header.

8.2.1 Add Contact  POST /contact/add

Creates a new contact in the system.

8.2.2 Edit Contact  PATCH /contact/edit/{id}

Updates an existing contact. Replace {id} with the numeric ID of the contact.

8.2.3 Delete Contact  DELETE /contact/delete/{id}

Permanently deletes a contact. Replace {id} with the numeric ID of the contact.

8.2.4 Fetch Contacts  POST /contact/fetch

Retrieves a paginated list of contacts with optional filtering.

Request Parameters