> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Marketing

> Set the address your campaigns send from, see how much of this month's sending allowance is used, and read the consent rules before you send.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="All plans" roles="Owner or manager" note="Marketing ships on every plan. Plans differ in monthly sends, active automations, saved templates and whether A/B testing is included." />

Campaigns send from an address you choose, called a **sending identity**. This tab is where you create it, where you can see how much of the month's sending allowance you have used, and where the three consent rules a campaign can run under are spelled out. Writing and sending campaigns happens in [Marketing](/hospital/overview/marketing).

<Path steps={['Sidebar', 'Settings', 'Communications & AI', 'Marketing']} />

<TaskHeader before="A mail domain your hospital owns, verified under Settings → Mail" time="Two minutes" after="A sending identity your campaigns can send from" />

## What this tab controls

| Card                 | Control                                                              | What it does                                                                                                                                                                                                                                           |
| -------------------- | -------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Sending identity** | *(the list)*                                                         | Each identity shows its display name, its address and a badge — **Verified**, **Pending** or **Failed** — that follows the domain it sits on.                                                                                                          |
|                      | **Use a ClinikMail address you already have** → **Use this address** | Turns an existing mailbox on a domain you own into a sending identity in one step, keeping the name recipients already know. A mailbox that cannot be used shows **Not available for campaigns** and says why beneath its address.                     |
|                      | **Create a sending identity**                                        | **From address** (the part before the @, such as `news`), **Domain** (only domains you own that have finished verifying are offered) and **Display name** (what recipients see). **Create sending identity** confirms with "Sending identity created". |
|                      | **Connect a domain you own**                                         | Shown instead of the form when no eligible domain exists. Takes you to [Mail settings](/hospital/settings/mail) to add and verify one.                                                                                                                 |
|                      | **Edit**                                                             | Change the **From address** or **Display name** inline, then **Save** or **Cancel**. Confirms with "Sending identity updated".                                                                                                                         |
|                      | *(remove)*                                                           | The bin icon opens **Remove sending identity**. Refused while any campaign still uses it.                                                                                                                                                              |
| **Quota**            | *(figures only)*                                                     | **Sends this month**, **Active journeys** and **Saved templates**, each as used-of-allowance; **A/B testing** as **Available** or **Not on this plan**; and the billing period the figures cover.                                                      |
| **Consent policy**   | *(read-only)*                                                        | The three audience classes a campaign can be sent under, and what each requires. Nothing here is a setting — the class is chosen on each campaign.                                                                                                     |

## Set it up

<Steps>
  <Step title="Reuse an address you already have">
    Under **Use a ClinikMail address you already have**, select **Use this address** beside a mailbox on a domain your hospital owns. The identity appears in the list above, **Verified**, with the mailbox's own display name.
  </Step>

  <Step title="Or create a new one">
    Under **Create a sending identity**, enter a **From address**, choose the **Domain**, enter the **Display name** recipients will see, and select **Create sending identity**.
  </Step>

  <Step title="If the form is not there, connect a domain first">
    Seeing **Connect a domain you own** with a sentence explaining why means no domain is eligible yet. Select it, add and verify a domain under [Mail settings](/hospital/settings/mail), then return here. The free **@clinikmail.com** address never qualifies — it is shared with other hospitals, so one hospital's bulk mail could affect whether everyone else's appointment reminders arrive.
  </Step>

  <Step title="Read the consent policy before your first campaign">
    The **Consent policy** card names the three audience classes. You choose one when you create a campaign, and it cannot be changed after that campaign sends — it is part of the compliance record.
  </Step>
</Steps>

## What changes once you save

* **The campaign composer offers the identity as the address to send from.** A campaign will not send without one, so this is the first thing to set up.
* **The badge follows the domain.** If the domain later stops being verified, the identity shows **Pending** or **Failed** and campaigns using it wait until the domain verifies again. Nothing needs re-saving — it returns on its own.
* **Removing an identity is refused while campaigns use it.** The message names the count: "This identity is used by 3 campaigns. Remove it from those campaigns first." Change those campaigns' sending address, then remove it.
* **The quota figures move as campaigns send.** Unused sends roll into next month, up to your plan's own monthly allowance, and no single campaign can be larger than that allowance.
* **What is not affected:** the mailboxes and free address under [Mail settings](/hospital/settings/mail) keep working for one-to-one mail exactly as before; appointment reminders and notifications do not send from a sending identity; and nothing on this tab changes which audience class a campaign uses — that is chosen on the campaign.

## What each plan includes

|                 | Free | Essential | Team and Enterprise |
| --------------- | ---- | --------- | ------------------- |
| Sends per month | 500  | 12,000    | 60,000              |
| Active journeys | 1    | 10        | Unlimited           |
| Saved templates | 2    | 15        | Unlimited           |
| A/B testing     | —    | Available | Available           |

Contacts are never limited or charged for. The starter templates supplied with the product never count against **Saved templates** — only the ones you save yourself do.

## Check it worked

Open **Marketing** in the sidebar and start a new campaign. The sending identity is offered as the address it sends from, and a test send arrives showing the display name you entered.

## Common issues

<AccordionGroup>
  <Accordion title="I can't see this tab">
    Only owners and managers can configure marketing; anyone else sees "Only clinic owners and managers can configure marketing." The tab is also absent on the Pharmacy and Diagnostics editions.
  </Accordion>

  <Accordion title="My mailbox shows Not available for campaigns">
    The sentence beneath the address says why, and there are only two: "Free ClinikMail addresses are shared with other practices, so campaigns cannot be sent from them. Connect a domain your clinic owns in Mail settings to send campaigns as yourself." — or "This domain has not finished DNS verification yet. Finish verifying it in Mail settings." Both point at [Mail settings](/hospital/settings/mail).
  </Accordion>

  <Accordion title="I see Connect a domain you own instead of the create form">
    No domain your hospital owns has finished verifying. Add one, or finish verifying the one you have, under [Mail settings](/hospital/settings/mail), then come back — the form appears as soon as a domain qualifies.
  </Accordion>

  <Accordion title="Removing an identity says it is used by campaigns">
    A scheduled or draft campaign still sends from it. Open those campaigns, choose another sending identity, then remove this one.
  </Accordion>

  <Accordion title="Quota says it could not be loaded">
    The figures did not arrive this time; the identities and consent policy are unaffected. Reload the tab. If it persists, contact support.
  </Accordion>

  <Accordion title="A/B testing says Not on this plan">
    Subject-line testing is included from Essential upwards. See [Change your plan](/platform/plans/change-plan).
  </Accordion>

  <Accordion title="Sends this month is at the allowance">
    Campaigns wait until the next billing period, when unused sends from this one roll over. To send now, [change your plan](/platform/plans/change-plan).
  </Accordion>
</AccordionGroup>

<StillStuck />