Email marketing that runs inside your CRM.

Exporting a client list to an email tool means stale data, unsubscribes that never make it back and no idea which campaign produced a deposit. RedCherry's marketing module sends campaigns from the CRM itself: segments are built from live client data, templates carry your brand, and delivery, opens and clicks are tracked back to each client profile.

Typical uses are a welcome sequence for new sign-ups, a nudge for registered clients who have not funded, a deposit bonus announcement to active traders in one region, and a win-back message to clients who have gone quiet. Each one starts from a segment, which can be as broad as a country or as specific as funded clients with no trades in 30 days.

Included

• Customizable email templates with your branding
• Segmentation by country, status, activity, IB and more
• Scheduled campaigns with delivery, open and click reporting
• Promotion management tied to bonus programs
• Automated communication workflows (coming soon)

Campaigns go out through your own SMTP server or sending provider, so they come from your domain and build your sender reputation rather than a shared one. Unsubscribes are stored on the client record and respected by every later campaign, whichever segment it targets, so a client who opted out once is not mailed again by a different team. Templates carry your logo, colors and footer, and the same template can be reused across campaigns so every message looks like the brokerage that sent it.

Because segments can include or exclude countries, a promotion that is not allowed in one region does not have to reach clients there, and a campaign that names local payment methods only goes to the countries where they are switched on.