Home / Email Management
Core Module

Email Management

Send/receive, bulk send, marketing, scheduling, smart dispatch, approval & archiving, marketing automation, AI copy, multi-channel delivery and compliant unsubscribe — building an integrated enterprise-grade email collaboration + EDM marketing platform.

18
Feature Modules
EDM
Marketing Automation
AI
Smart Copy Generation
Feature Highlights

Integrated Email Collaboration + EDM Marketing Platform

10 core email capabilities handle daily enterprise send/receive and collaboration, while 8 EDM marketing capabilities boost conversion and enable compliant global outreach

Email Send/Receive

Incremental IMAP fetch with auto-dedup, multi-account SMTP sending, rich-text editing and attachment management

Scheduled Sending

Set send times, auto-save drafts, with support for instant send and schedule cancellation

📨 Bulk Email

Send emails in bulk, manage recipient lists, and track send status in real time

📣 Email Marketing

Create marketing campaigns, filter target audiences, and track open and click-through rates

🔀 Smart Dispatch

Auto-route emails to designated staff by rules, with enable/disable controls per rule

Approval & Archiving

Pre-send approval for important emails, rule-based auto-archiving of historical emails, and email transfer management

📧 Mailbox Accounts

Unified configuration of multiple accounts, with full protocol support for IMAP/SMTP/Exchange/Office365

📁 Email Archive

Long-term compliant archiving, full-text search for fast evidence retrieval, with a defensible legal-audit trail

📦 Email Transfer

Bulk-transfer emails to designated folders/departments/colleagues, with flexible ownership reassignment

📊 Email Statistics

Multi-dimensional stats on send/receive volume and response rate by department/employee/account, quantifying KPIs

📈 Marketing Dashboard

An EDM marketing overview big screen displaying volume/open rate/click rate/conversion rate in real time

🎬 Marketing Campaigns

Multi-step workflows, trigger conditions, A/B testing and branching — a marketing-automation engine

📝 Marketing Content

Visual drag-and-drop editor, dynamic fields and personalization variables for one-to-one outreach

📋 Email Templates

50+ preset industry templates, brand templates for consistent tone, and reusable custom templates for the team

🔌 Marketing Channels

Smart routing across multiple channels — SMTP/SendGrid/Mailgun/Alibaba Cloud Push/AWS SES

👥 Audience Segmentation

Customer-tag segmentation, RFM analysis and auto-updating dynamic audiences — precise targeting, not blanket blasts

🤖 AI Prompts

AI email copy in 30 seconds, with style control, multilingual output and subject-line polishing

🚫 Unsubscribe Management

Unified unsubscribe-list management, reason analysis, and GDPR/CAN-SPAM compliance filtering

A Closer Look

From a Single Email to a Full Marketing Campaign

shangbangke.com/mail/inbox3 accounts
MUnified Inbox · 24 unread
Accounts
📥Inbox24
Starred8
📤Sent
📝Drafts3
🗄Archived
Labels
Customers
Contracts
Orders
Anna · Hamburg
CustomerRe: Quotation for Q2 bundle · Could you send the quotation today...
14:32
Mr. Chen · Huasheng
OrderContract payment terms revision · Your 60-day payment term is too long...
13:48
SendGrid
ImportantEDM campaign report · Your "Spring Launch" campaign hit a 38.2% open rate...
11:20
Mr. Lin · Ruida
Technical integration inquiry · Want to learn about OpenAPI integration and SSO single sign-on
Yesterday
Alibaba Cloud
Domain renewal reminder · shangbangke.com will expire in 30 days...
2 days ago

Multi-Account Unified Inbox

Full protocol support for IMAP / SMTP / Exchange / Office 365 — 5 mailboxes + 3 corporate domains on one screen. Stars, labels and smart dispatch keep important emails from drowning in 200 noisy ones.

  • Multiple accounts on one screen, unified send/receive and reply
  • Smart labels + auto-categorization (customers / contracts / orders)
  • Rule-driven smart dispatch, routed to the right person by department / topic
  • One-click unread, read, star and archive
shangbangke.com/edm/dashboardLive
EEDM Marketing Overview · Spring Launch
128,400
Total sent
↑ 32% vs last month
38.2%
Open rate
↑ 5.4 pp
12.6%
Click rate
↑ 2.1 pp
3.8%
Conversion rate
↓ 0.4 pp
📤 Sent128,400 (100%)
👁 Opened98,128 (76%)
🔗 Clicked16,184 (12.6%)
🎯 Converted4,879 (3.8%)
MonTueWedThuFriSatSun

EDM Marketing Data Dashboard

A complete funnel from send to conversion, with open rate, click rate, unsubscribe rate and conversion rate displayed as live multi-dimensional KPIs. See campaign results on one screen and stop deciding by gut feel.

  • 4 core KPIs in real time, with clear MoM and YoY comparison
  • Visualized conversion funnel with drop-off rate at each step
  • Multi-dimensional drill-down by channel / template / period
  • Export PDF / Excel weekly reports — no pressure presenting to the boss
shangbangke.com/edm/campaign/buildRunning
AMarketing Automation · 7-Day New-Customer Win-back
TRIGGER
User registers
Source: website signup / trial request
SEND EMAIL
Welcome + onboarding
Template: onboarding-v2
WAIT 3 DAYS
Observe user behavior
BRANCH
Logged into the system?
Yes →
SEND EMAIL
Recommend 3 popular modules
No →
WIN-BACK EMAIL
7-day free extension + 1:1 consultant
RECORD CONVERSION
Write back to CRM + opportunity stage

Visual Marketing-Automation Orchestration

Drag nodes to build multi-step marketing flows: trigger → wait → branch → send → record conversion. Win-back, repurchase reminders and birthday campaigns — common SOPs run forever after a single setup.

  • 10+ trigger types: signup, order, stage change, birthday…
  • Wait / branch / A/B testing / parallel multi-branch
  • Each node supports email, SMS and Webhook channels
  • Conversion data flows back to CRM for a traceable closed loop
shangbangke.com/edm/ai-writerGPT-4 / Claude
AAI Email Copy Generation · Spring Promo
✨ Generate 3 versions
A · Warm & Friendly
Mr. Wang, spring is here — we've got a little something for you 🌸
This season's new products are live. As a friend who's been with us for 14 months, we've reserved an exclusive 20% discount code, plus free shipping. Looking forward to your visit…
AdoptTweakRewrite
B · Professional
2026 Spring Launch · Exclusive 20% off for existing customers
Dear customer, our 2026 spring collection is now fully available. To thank you for your continued support, we've prepared an exclusive 20% discount and free shipping for existing customers, valid until March 31…
AdoptTweakRewrite
C · Concise
Spring Launch · 20% off + free shipping for you →
New arrivals are here — existing customers get an exclusive 20% off + free shipping. Ends March 31, miss it and wait a year. View now →
AdoptTweakRewrite

AI Email Copy in 30 Seconds

From a one-line brief, generate three style options in seconds. The AI auto-embeds personalization variables and brand voice, and translates into multiple languages in one click — so even beginners write emails that convert above 30%.

  • 3 styles generated in parallel: friendly / professional / concise
  • Auto-embeds customer name, order data and brand signature
  • One-click translation into 12 languages including EN/CN/DE/JA/KO
  • Style library captures the team's best templates so new hires ramp instantly
shangbangke.com/edm/segmentsDynamic Audience
SAudience Segmentation · RFM Value Matrix
Segment Rules
Last purchase≤ 30 days
Frequency≥ 5 times
Total spend≥ ¥100K
Customer tagEnterprise
RegionYangtze Delta
Matched 2,486 users
RFM Value Matrix · Auto-classified into 9 audiences
Scored on three dimensions: recency / frequency / monetary
486Champions
312Loyal
228Potential
194At Risk (High Value)
368Average Value
512Need Retention
186Developing
94At Risk
106Churned
Key customers: high frequency, high spend Average customers: medium value Churned: long-term silent

Smart Audience Segmentation + RFM Value Matrix

Auto-classify 9 audiences based on three dimensions — recency, frequency and monetary — then layer on tags, behavior and region rules for precise targeting instead of blanket blasts. Dynamic segments update daily, with no manual maintenance.

  • RFM three-dimensional model auto-classifies, ending one-size-fits-all blasts
  • Supports layering tags / behavior / region / custom fields
  • Dynamic audiences update daily, so lists stay fresh
  • One-click feed into campaigns, boosting conversion 3-5x
shangbangke.com/mail/auditCompliance
AEmail Approval Center · 8 pending
SenderSubjectRisk ScoreTriggered RuleAction
Sales · Mr. Wang Re: Huasheng 2026 cooperation contract (incl. quote) High Risk Contains quote + external ApproveReject
Finance · Ms. Li 2026 Q1 financial statements · internal CC Medium Risk Financial statement external ApproveReject
Marketing · Mr. Zhang New poster review notice Low Risk Bulk send ≥ 50 recipients ApproveReject
Sales · Ms. Chen Anna · WhatsApp customer follow-up log Low Risk Customer external ApproveReject
📦 Auto-archive rules: contract / quote emails retained 7 years, customer communications 3 years, internal notices 1 year. All encrypted, with full-text search + legal retrieval.

Email Approval + Long-Term Compliant Archiving

Important outbound emails are auto-intercepted for approval, with risk scores computed in real time. Compliant archiving supports 7-year legal traceability, meeting GDPR / SOX / China Cybersecurity Law and more — your enterprise email is no longer exposed.

  • Risk scoring: quote / financial / customer-sensitive fields auto-flagged
  • Multi-level approval: direct manager + legal / finance cross-check
  • Compliant archiving: 3-7 year encrypted storage, full-text searchable retrieval
  • Multi-standard compliance: GDPR / SOX / China Cybersecurity Law
shangbangke.com/edm/calendar/2026-05Schedule
CMarketing Calendar · May 2026
28
Campaigns this month
↑ 6 vs April
¥2.86M
Marketing-driven GMV
↑ 28.4%
12 / 28
Sent / planned
3
Conflicts / adjustments
Mon
Tue
Wed
Thu
Fri
Sat
Sun
28
29
30
1
Labor Day EDM
2
3
4
5
7-day win-back
6
7
⚡ Mother's Day teaser
8
9
Mother's Day sale
10
11
12
13
Repurchase
14
15
New launch EDM
16
17
18
19
520 Confession Day
20
⚡ 520 sale
21
22
Post-purchase follow-up
23 · Today
3 pending
24
25
Regular marketing Major sales events Customer journey Holiday campaigns

Marketing Calendar · See the Schedule at a Glance

All campaigns are scheduled in a monthly calendar view, color-coded by regular marketing, holiday sales, customer-journey touchpoints and new launches. Conflicting time slots are auto-flagged, so you never send a customer 5 emails in one day and get unsubscribed.

  • Switch freely between month / week / list views
  • Conflict detection: no more than N emails per customer per day
  • Filter by channel / topic / owner
  • Export PDF weekly reports that read clearly for the boss
shangbangke.com/edm/unsubscribeCompliance
UUnsubscribe & Compliance Center
128,486
Subscribers
2,486
Unsubscribes this month
↑ 1.9% unsub rate
1,284
Blacklist
✓ 100%
Compliant
📊 Unsubscribe Reason Breakdown
📧 Too frequent
62%
📦 Not interested
18%
⚙ Changing email
12%
🚫 Never subscribed
6%
😡 Marked as spam
2%
💡 AI suggestion: The main reason is over-frequent sending; recommend ≤ 2 emails per week, which could cut the unsubscribe rate by 40%.
🛡 Compliance Standards
GDPR · EU✓ Compliant
CAN-SPAM · US✓ Compliant
CASL · Canada✓ Compliant
PIPL · China✓ Compliant
LGPD · Brazil! Under review
Every email automatically embeds a one-click unsubscribe link, privacy policy and sender physical address, meeting global marketing-compliance requirements.

Unsubscribe Management + Global Compliance

Every marketing email automatically embeds an unsubscribe link + privacy policy + sender address. Unsubscribe reasons are auto-analyzed, and the AI gives concrete advice to lower your unsubscribe rate. Meet GDPR / CAN-SPAM / PIPL and other regulations across 5 countries in one click.

  • One-click unsubscribe link, compliant with all major regulations
  • 5-category unsubscribe-reason analysis + AI optimization advice
  • Global filtering of blacklist / complaint lists
  • Multi-country compliance: GDPR / CAN-SPAM / PIPL / CASL / LGPD

Manage Every Email Efficiently

Sign up to try all email features for free