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Overview

This section provides an overview of how to manage Website records in the CRM system, including creating new websites, updating existing ones, Website use to schedule emails.

1. Create a Website​

To add a new website to the CRM:

  • Fill in the required fields such as Title, Type, Website URL, Country, State, and Description.
  • Set options for Geo Code Required, Lighthouse Report Required, and Confirmation Email Required.
  • Click Save to insert the new website into the database.

2. Update a Website​

To modify an existing website record:

  • Edit fields such as Title, Type, Website URL, Country, State, Description, and toggle options as needed.
  • Click Save to update the record in the database.

3. Schedule​

  • Select a mail channel and its domain for sending emails.
  • Choose an email template associated with the selected mail channel.
  • Set the start date and time for when emails should begin sending.
  • Specify the time zone to ensure accurate scheduling.
  • Define a time range (minimum and maximum in seconds) to control the interval between each email sent.
  • Enter the total number of emails to send and specify the range of emails (start and end indices).

All fields are required. The system validates your input before proceeding.

After clicking the Next button, you will see a list of all emails to be sent, including details such as recipient name and email, sender information, mail service, template used, and the scheduled send time.

When you click the Schedule button, your scheduling data is saved in the mail_batch table, and the emails are queued for delivery according to your configuration.

For more details, refer to the Email Scheduling Guide.