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Contacts Overview
92
Total assigned contact to org
0
Allocated to team
0
Released to user today
0
Unallocated contact
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First Name
Last Name
Work Email
Mobile PhoneDate
First NameLast NameWork EmailAllocated ToTeamDate Allocated
First NameLast NameWork EmailMobile PhoneSourceDate Added
First NameLast NameWork EmailAssigned ToFollow-Up DateStatus
184
Total Customers
Customers
First NameLast NameEmailPhone NumberAddressPin
47
My Customers
My Customers
First NameLast NameEmailPhone NumberLast ContactStatus
Manage Dynamic List
List NameCriteriaTotal MembersCreated ByCreated OnStatusActions
My Dynamic List
List NameCriteriaTotal MembersLast UpdatedActions
248
Total Allocated Contacts
32
Allocated Today
18
Unallocated Contacts
Team Allocation History
Release DateTeamTotal Assigned ContactsActions
312
Total Released Contacts
14
Released Today
8
Pending Releases
User Release History
Release DateReleased ByContacts ReleasedTeamActions
Team Unrelease Contacts
First NameLast NameEmailAssigned TeamAssigned ToDate AssignedActions
248
Total Allocated
4
Teams Active
62
Avg. per Team
Allocated Contacts
First NameLast NameEmailTeamAssigned ToDate
18
Unallocated Contacts
Unallocated Contacts
First NameLast NameEmailMobile PhoneDate Added
312
Total Released
14
Released Today
62
Released This Month
Released Contacts
First NameLast NameEmailReleased ByRelease DateStatus

Marketing Analytics

Coming soon

Org. Unverified Contacts

No unverified contacts found.
Team name No of users Daily Release Limit Per User ⓘ Contact Allocation Limit ⓘ Allow Actions
Show entries
Showing 1–4 of 4 results
User Id Full name Email Team name Created Date Actions
Show entries
Showing 1–5 of 5 results
Role NameDescriptionUsersPermissionsActions
Super AdminFull system access1All
AgentContact management & follow-ups4Limited
Team LeadTeam management & reporting0Medium
Name:
Andheri Branch
Available limit: 0
Contact ColumnConditionValue
Automobile × Beauty & Wellness × Consumer Electronics × E-commerce × +15 more
Mumbai ×Pune ×Thane ×
Org. General Settings

Journeys

Automated multi-step messaging workflows

Journey NameStatusUsers EnrolledSentConversionCreatedActions
New Account Welcome Series
3 steps · Entry: account_created
Live 1,8425,20434.2%02 May 2026
KYC Completion Reminder
4 steps · Entry: kyc_pending
Live 6231,86927.8%10 May 2026
Credit Renewal Nudge
5 steps · Entry: credit_expiring_30d
Paused 38977941.1%15 Apr 2026
Loan Offer for SME
2 steps · Entry: sme_segment
Draft 18 May 2026

New Account Welcome Series

Journey Builder Live

Nodes:
Opened ✓ Not Opened ✗
Entry Trigger
User Event: account_created
Segment: New Account Holders
Wait
1 day after entry
Send Email
Welcome to Indigo Bank
Template: Account Opening Welcome
Condition Split
Did user open email?
Within 3 days of send
Wait
2 days
Wait
5 days
Send Email
Complete Your KYC
Template: KYC Reminder
Send Email
Missed You! Get Started
Template: Re-engagement
Exit Journey
User completes flow
Exit Journey
No further action

Broadcasts

One-off email campaigns sent to a segment

NameSegmentStatusRecipientsSent DateOpen RateActions
RBI Compliance UpdateAll Active UsersSent1,84215 May 202652.3%
Festive Offer — Business LoanSME OwnersSent38910 May 202644.1%
May NewsletterAll SubscribersDraft

Email Templates

Design and manage your email templates

Indigo Bank
Welcome to Indigo Bank, {{first_name}}!
Your business account has been successfully created and is ready to use...
Complete KYC
— The Indigo Bank Team
Account Opening Welcome
Used in 1 journey · Last edited 02 May 2026
Active ✉ Email
Indigo Bank
Your credit line expires in 30 days
Hi {{first_name}}, your credit line of ₹{{credit_limit}} is set to expire on {{credit_expiry_date}}...
Renew Credit Line
— Indigo Bank Credit Services
Credit Line Renewal Reminder
Used in 1 journey · Last edited 15 Apr 2026
Active ✉ Email
Indigo Bank
Please complete your KYC
Hi {{first_name}}, your KYC is still pending. Accounts without KYC will be restricted after {{kyc_deadline}}...
Upload Documents
— Indigo Bank Compliance Team
KYC Completion Reminder
Used in 2 journeys · Last edited 10 May 2026
Active ✉ Email

Account Opening Welcome

Email Template Preview

Subject
From name
From email
Used in 1 journey

Segments

Targeted customer groups for your campaigns

Segment NameDescriptionUsersConditionsCreatedActions
New Account HoldersJoined in last 30 days1,842account_age < 30d01 May 2026
KYC PendingUsers with incomplete KYC623kyc_status = pending05 May 2026
Credit Expiring 30 DaysCredit line expiring within 30d389credit_expiry < 30d10 Apr 2026
SME OwnersBusiness account holders247account_type = business15 Apr 2026
All Active SubscribersAll users subscribed to marketing3,104subscription = active01 Jan 2026

Create Segment

Define the conditions for this user segment

Conditions
Users who match ALL of the following:
1,842 users match this segment based on current data

Email Analytics

Performance across all campaigns and journeys

9,284
Total Sent
44.7%
Open Rate
12.3%
Click Rate
2.1%
Bounce Rate
0.4%
Unsubscribe
Daily Emails Sent (Last 14 Days)
6
7
8
9
10
11
12
13
14
15
16
17
18
19
All Campaigns
Campaign / JourneySentDeliveredOpenedOpen RateClickedClick RateBouncedDetails
Account Opening Welcome
Journey · 02 May 2026
1,8421,810924
52.3%
227
12.5%
32 (1.7%)
KYC Completion Reminder
Journey · 10 May 2026
623618268
43.3%
87
14.1%
5 (0.8%)
Credit Line Renewal Nudge
Journey · 15 Apr 2026
389382160
41.9%
65
17.0%
7 (1.8%)
RBI Compliance Update
Broadcast · 15 May 2026
3,1043,0581,622
53.1%
342
11.2%
46 (1.5%)

Account Opening Welcome — Analytics

Sent: 02 May 2026 · 1,842 recipients

1,842
Sent
924 (52.3%)
Opened
227 (12.5%)
Clicked
32 (1.7%)
Bounced
Opens Over Time (48 hours post-send)
0h
2h
4h
6h
8h
12h
18h
24h
36h
48h
Who Opened This Email
NameEmailStatusOpensLast OpenedClicksDevice
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Showing 1–10 of 924