Email campaigns

Create campaigns with A/B testing, recipient management, and automated sending.

Email campaigns are the central workflow in Monterey. A campaign combines a template, a recipient source (MSSQL query or CSV upload), optional A/B variants, and scheduling configuration.

Campaign CRUD

Operation	Endpoint
List campaigns	GET /email-campaigns/
Get campaign	GET /email-campaigns/{id}
Create	POST /email-campaigns/
Update	PUT /email-campaigns/{id}
Delete	DELETE /email-campaigns/{id}
Toggle active	PATCH /email-campaigns/{id}/active

Sending a campaign

Trigger a campaign send with:

curl -X POST \
  -H "Authorization: Bearer <token>" \
  -H "workspace_id: <workspace-id>" \
  http://localhost:8000/email-campaigns/{id}/send

This dispatches a Celery background task that:

1. Queries MSSQL for recipients based on the campaign’s configured query
2. Suppresses bounced email addresses from the historical bounce list
3. Syncs the template to Campaigner
4. Generates an IFUR file for MegaSys automation
5. Uploads via MegaSys and creates a campaign run with recipient logs

Dry run

Add ?dry_run=true to test the send pipeline without actually dispatching emails:

curl -X POST "http://localhost:8000/email-campaigns/{id}/send?dry_run=true" \
  -H "Authorization: Bearer <token>" \
  -H "workspace_id: <workspace-id>"

CSV recipients

For campaigns using uploaded CSV files instead of MSSQL queries:

Endpoint	Purpose
POST /email-campaigns/csv/parse	Parse a CSV file, returns columns and a preview
POST /email-campaigns/{id}/csv/upload	Attach a CSV file to a campaign

Merge field validation

Before sending, validate that your template’s merge fields are resolvable:

curl -X POST http://localhost:8000/email-campaigns/merge-fields/validate \
  -H "Authorization: Bearer <token>" \
  -H "workspace_id: <workspace-id>" \
  -H "Content-Type: application/json" \
  -d '{"template_id": "...", "campaign_id": "..."}'

Schedule parsing

The API can parse natural language schedules into cron expressions using AI:

curl -X POST http://localhost:8000/email-campaigns/schedule/parse \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{"text": "every Monday at 9am EST"}'