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Octeth
Platform Capabilities

Everything You Need to Master Email & SMS Marketing

Email, SMS, automation, deliverability, analytics, and a complete white-label ESP — 150+ capabilities in one self-hosted platform. No feature gates, no per-seat upsells, total data ownership.

150+ Features
315+ API Endpoints
Email + SMS + Automation

Featured Capabilities

Our most powerful features that set Octeth apart from traditional email marketing platforms.

Self-Hosted Email Marketing

Own Your Email Infrastructure

Deploy on your servers, keep your data private, and eliminate recurring SaaS costs. Complete control over your email marketing stack with no vendor lock-in.

100% Data Ownership No Monthly Fees GDPR Compliant
White-Label Platform

Your Brand, Your Platform

Fully rebrandable email marketing software. Remove all Octeth branding and present a seamless, professional experience to your clients.

Custom Branding Client Portals Agency Ready
Email Campaigns

Create, test, and send with confidence

Build campaigns five different ways, schedule and automate delivery, design without code, and optimize every send with A/B and multivariate testing.

Creation & Workflow

  • Campaign Builder — Start from scratch, a saved template, a URL import, or a previous campaign.
  • Approval Workflow — Move campaigns Draft → Ready → Approved, with optional admin sign-off.
  • Pause, Resume & Cancel — Pause a sending campaign and resume later, or cancel before completion.
  • Campaign Copy — Duplicate any campaign, including all A/B and multivariate variations.
  • Tags & Organization — Tag, filter, and search campaigns by status, schedule, date, and keyword.
  • Public Archive URLs — Archive campaigns by tag and publish a searchable public archive of past emails.

Scheduling & Delivery

  • Immediate Send — Send as soon as a campaign is approved.
  • Scheduled Send — Schedule for a future date and time with full timezone support.
  • Recurring Campaigns — Send on daily, weekly, monthly, or custom patterns with a max-instance cap.
  • Auto-Resend to Non-Openers — Resend automatically with a new subject line and measure the uplift.

Content & Design

  • Drag-and-Drop Editors — Build visually with Stripo and Unlayer, or hand-code HTML.
  • Reusable Templates — Save, browse, duplicate, and manage email designs across campaigns.
  • Global Header & Footer — Apply consistent header and footer content across campaigns.
  • Email Themes — Define reusable themes with custom colors, fonts, logos, and CSS.
  • HTML, Plain-Text & Multipart — Deliver any format with automatic HTML-to-text conversion.
  • Media Library — Upload and organize images and files in folders for reuse across emails.
  • File Attachments — Attach files to campaigns for delivery to recipients.

Testing & Quality

  • Spam Score Testing — Check emails against SpamAssassin and get a score before sending.
  • Inbox Rendering Previews — Preview how email renders across Gmail, Outlook, Apple Mail, and more.
  • Test Sends — Send live test copies to verify content and personalization before launch.

A/B & Multivariate Testing

  • A/B Split Testing — Send variations to a sample, then auto-send the winner to the rest.
  • Multivariate Testing — Run 2–5 variations with custom distribution and per-variation stats.
  • Per-Variation Analytics — Compare opens, clicks, bounces, unsubscribes, and revenue per variation.
Marketing Automation

Visual journeys that run themselves

Design multi-step automations on a drag-and-drop canvas, trigger them on real behavior, branch on any condition, and measure every step — plus classic date- and event-based autoresponders.

Visual Journey Builder

  • Drag-and-Drop Canvas — Design multi-step automations with nodes, branches, and live editing.
  • Enable / Disable / Clone — Activate, pause, or duplicate entire journeys without losing configuration.
  • Copy to Another Account — Transfer a complete journey, with actions and templates, between accounts.
  • Bulk Journey Operations — Enable, disable, or delete many journeys at once.
  • On-Canvas Metrics — See send counts and engagement directly on each journey node.

Triggers

  • List Subscription / Unsubscription — Enter subscribers when they join or leave a list.
  • Tag Added / Removed — Trigger on a specific tag — or any tag change.
  • Email Open / Link Click — Enter based on engagement with a specific or any campaign.
  • Custom Field Change — Trigger when a subscriber's field value changes to a target value.
  • Scheduled Segment Pull — Periodically pull subscribers matching segment rules into a journey.
  • Manual / API Enrollment — Enroll subscribers on demand via API or UI.
  • Trigger Rate Limiting — Cap triggers per hour or day to protect the system during spikes.

Actions

  • Send Email — Templated, personalized email with full sender and reply-to control.
  • Send SMS — Personalized text with gateway selection, delivery windows, and link shortening.
  • Wait / Delay — Pause for seconds through months before the next step.
  • Decision & Yes/No Branching — Split paths on segment rules or field conditions with AND/OR logic.
  • Add / Remove Tag — Update subscriber tags mid-journey.
  • Subscribe / Unsubscribe — Move subscribers between lists during a journey.
  • Update Custom Field — Modify subscriber data inline.
  • Start / Exit Journeys — Chain, nest, or exit this, all, or all-other journeys precisely.
  • Webhook Action — POST subscriber data to external systems for custom integrations.

Journey Analytics

  • Journey-Level Stats — Aggregate sends, deliveries, opens, clicks, unsubscribes, bounces, and revenue.
  • Stats by Action — Drill into per-step performance to find what converts.
  • Stats by ISP — Break engagement down by Gmail, Outlook, and Yahoo to tune sending.
  • Revenue & Daily Series — Attribute revenue to each step with day-by-day breakdowns.
  • Branch Distribution — See what share of subscribers took each decision branch.
  • Execution Audit Log — Append-only record of every action execution, with duration and errors.

Autoresponders

  • Sequence Builder — Automated email sequences triggered by subscriber behavior or dates.
  • Trigger Types — Fire on subscription, click, open, conversion, forward, or a custom date.
  • Flexible Timing — Send immediately or after a delay of seconds through months.
  • Repeat & Frequency Control — Send once per event or on a recurring cadence with limits.
  • Segment Scope — Limit an autoresponder to subscribers matching a saved segment.
  • Cross-List Autoresponders — Create and copy autoresponders across all lists.
  • Activity Log & Stats — Track sends, opens, clicks, conversions, and revenue over any date range.
Audience & Segmentation

Organize, target, and understand every subscriber

Manage unlimited lists and subscribers, import from anywhere, build dynamic segments with AND/OR logic, mine list-level audience intelligence, and personalize every message.

Lists

  • List Management — Create, update, clone, archive, and delete lists with full configuration.
  • Opt-In Modes — Single or double opt-in, configurable per list and enforceable per group.
  • Double Opt-In Confirmation — Auto-send confirmations, track clicks, and set custom landing pages.
  • Opt-Out Behavior — Control whether unsubscribes affect one list or all, with auto-suppression.
  • List Snapshots — Capture periodic account-health snapshots of subscriber statistics.

Subscribers

  • Subscriber CRUD — Add, retrieve, update, and delete with status, bounce type, and source.
  • Cross-List Membership — See every list a subscriber belongs to, across all lists.
  • CSV Import with Mapping — Validate, preview, map fields, and bulk-import with duplicate handling.
  • Import from Other Platforms — Pull lists directly from Mailchimp, ActiveCampaign, and Drip.
  • Export — Export to CSV or JSON, sync or async, with rule-based filtering and field selection.

Custom Fields & Tags

  • Custom Fields — Per-list or global fields (text, number, date, select) with validation and merge aliases.
  • Tags — Create, assign, and remove tags individually or by rule-based bulk operations.

Suppression

  • Global & List-Level Suppression — Master and per-list suppression with source tracking.
  • Suppression Import & Stats — Bulk-import suppressed addresses and view statistics by source.

Dynamic Segments

  • Segment Builder — Rule-based segments with AND/OR logic across activity, fields, bounces, and engagement.
  • Dynamic Date Expressions — Use expressions like NOW-2 days, TODAY, and TOMORROW in rules.
  • Randomized Sampling — Pull a random share of a segment for A/B audience tests.
  • Live Audience Counts — See how many subscribers match a segment before sending.
  • Segment-Based Targeting — Send campaigns to segments rather than whole lists.
  • Saved Search Filters — Save, reuse, update, and delete subscriber search definitions.

Audience Intelligence

  • Engagement Tiers — Classify subscribers from highly engaged to dormant.
  • Send-Time Heatmap — Find optimal send times from historical open patterns by day and hour.
  • Tenure & Source Breakdown — Analyze the audience by subscription age and acquisition source.
  • Status Breakdown — Counts by subscribed, pending, unsubscribed, and bounced.
  • Bounce Trend — Track hard and soft bounces over time.
  • CTR Retention Matrix — Correlate click engagement with retention and ESP distribution.

Personalization

  • Merge Tags — Insert subscriber, link, and sender fields with [%TAG%] syntax.
  • Fallback Values — Provide defaults when a field is empty.
  • Dynamic Dates — Personalize with computed date expressions.
  • Tag Discovery — Retrieve the available merge tags for any list via API.
Deliverability

Own your sender reputation, end to end

Authenticate your domains, relay through your own servers, process bounces and feedback loops, and monitor reputation with Google Postmaster Tools — control no hosted ESP gives you.

Sender Domains & Authentication

  • Authenticated Domains — Auto-generated SPF, DKIM, and tracking (CNAME) records per domain.
  • One-Click DNS Verification — Per-record pass/fail status; bulk-verify many domains at once.
  • Custom Tracking & Return-Path — Brand the tracking prefix and MFROM subdomain per domain.
  • Test Sends & Quotas — Validate end-to-end deliverability and enforce per-user domain limits.

Email Gateway

  • SMTP Relay Ingress — Accept mail from any MTA over SMTP with domain-scoped credentials.
  • Transactional HTTP Send API — Submit email via REST with domain-scoped API keys.
  • Credential Management — Create, rotate, and revoke SMTP passwords and API keys with one-time reveal.
  • Per-User Rate Limiting — Throttle transactional sends to prevent abuse.
  • Event Streaming & Webhooks — Capture every event with HMAC-signed webhooks.
  • Event Search & Export — Full-text search events (Elasticsearch) and export filtered logs to CSV.

Delivery Servers & Routing

  • Delivery Servers — Configure outbound SMTP/HTTP servers — MTAs or cloud providers.
  • Delivery Routes — Map sender domains to servers or pools for load balancing and redundancy.
  • Server Testing & Health — Validate connectivity and view historical test results and performance.

Bounce & Feedback Processing

  • PowerMTA Log Processing — Ingest delivery status from PowerMTA via SMTP or POP3.
  • Automatic Bounce Classification — Classify hard, soft, and unidentified bounces with customizable rules.
  • Bounce Archive & Webhooks — Store bounce .eml files for review and dispatch bounce webhooks.

Deliverability Intelligence

  • Google Postmaster Integration — Domain/IP reputation, auth pass rates, complaint rates, and DMARC reports.
  • Recipient / ISP Analytics — Per-ISP delivery, engagement, and delivery-speed histograms.
  • Cross-Domain Dashboard — Account-wide sending KPIs with period-over-period deltas and time series.
  • List Freshness Reports — Surface stale and dead lists by recency to protect sender reputation.
SMS Marketing

A full SMS channel, not an afterthought

Reach subscribers by text alongside email — multiple gateways, journey-integrated sending, link tracking, and three-tier suppression with E.164 normalization.

Sending & Delivery

  • Multi-Gateway Support — Infobip, Twilio, Vonage, MessageBird, and SignalWire as global or per-user gateways.
  • Sender ID Management — Configure alphanumeric IDs or phone numbers per gateway.
  • Queued Batch Delivery — Queue and batch SMS with automatic retries and configurable delays.
  • Delivery Windows — Restrict SMS to allowed days and hours per recipient timezone.
  • Personalization — Merge tags with fallbacks and automatic GSM7/Unicode encoding.
  • SMS in Journeys — Send SMS as a journey action with full journey-level analytics.

Tracking & Suppression

  • Link Shortening & Click Tracking — Shorten URLs with expiry; track device, OS, and geo with bot filtering.
  • Three-Tier Suppression — System, user, and list-level suppression with E.164 normalization.
  • Pattern-Based Suppression — Block number ranges and premium numbers with wildcard patterns.
  • Delivery Reports (DLR) — Receive and process delivery status via secure gateway webhooks.
  • Suppression Stats & Reasons — Track suppression by reason — manual, complaint, bounce, opt-out, or invalid.
Reporting & Analytics

Know exactly what's working

Real-time engagement metrics, account-wide and list-level reporting, revenue attribution, and automated reports delivered to your team's inbox.

Campaign & Engagement Metrics

  • Campaign Dashboards — Counts by status plus opens, clicks, CTOR, bounces, and unsubscribes.
  • Engagement Score & Health Badges — Composite 0–10 score with good/average/poor indicators and trend arrows.
  • Most-Clicked Links & Day Patterns — See top links and the best-performing open and click days.
  • Recipient-Domain Breakdown — Bounce and engagement statistics by recipient ISP.

Account & List Reporting

  • Account Statistics — Hierarchical account-wide totals by day, week, or month.
  • List Statistics — Weighted open, click, CTOR, forward, and browser-view rates across lists.
  • Admin & Live Dashboards — System-wide metrics, active campaigns, sending velocity, and online users in real time.
  • Payment & Revenue Reports — Revenue by period, month-over-month comparison, and top revenue users.

Automated & Custom

  • Automated Scheduled Reports — Daily, weekly, or monthly reports filtered by campaigns, tags, or segments.
  • Custom Event & Conversion Tracking — Track events and conversions (id, name, value) via API with flexible properties.
  • Website Event Tracking — Capture visitor behavior for use in segmentation and automation.
Multi-Tenancy & White-Label

Run Octeth as your own ESP

Operate a fully branded, multi-tenant email platform with isolated accounts, user groups, granular limits, built-in billing, delegated admins, and operational tooling.

Tenants & Accounts

  • Multi-Tenant Accounts — Isolated user accounts with their own data, limits, and configuration.
  • User Lifecycle & Reputation — Create, enable/disable, categorize, and classify users as trusted or untrusted.
  • Account Switching / Impersonation — Switch into a user account for support with selectable privilege levels.

Groups & Limits

  • User Groups — Define capability, pricing, and limit profiles applied to tenants.
  • Sending Rate Limits — Per-minute through per-year send caps.
  • Volume & Resource Limits — Caps on subscribers, lists, domains, sends, and campaigns.
  • Send-Method Configuration — SMTP, LocalMTA, PHPMail, PowerMTA, or SaveToDisk per group.
  • Trials & Notification Thresholds — Auto-expiring trials and import/send alert thresholds.

Branding

  • Admin & User Rebranding — Customize product name, logo, and theme for a fully branded deployment.
  • Per-Group Themes & Email H/F — Brand the UI and emails per user group.
  • Resell as White-Label SaaS — Operate Octeth as your own multi-tenant ESP.

Billing & Delegation

  • Credit System — Usage-based credits with tiered pricing per user group.
  • Subscriptions & Payments — Payment periods, upgrades, orders, tax handling, and PayPal/custom gateways.
  • Sub-Admins — Delegated admin accounts with scoped permissions and activity auditing.

Operations & Reliability

  • System Health Checks — One-call status across MySQL, ClickHouse, Elasticsearch, RabbitMQ, Redis, and cron.
  • Process & Queue Monitoring — Track workers, backlogs, stuck campaigns, and dead-process cleanup.
  • Failed Campaign Recovery — Retry failed campaigns and tune sending velocity.
  • Maintenance & Demo Modes — Toggle maintenance lockdown or sandboxed demo mode.
Security & Compliance

Enterprise security, your data on your servers

Self-hosted by design, with strong authentication, access controls, and full opt-out compliance — your subscriber data never leaves your infrastructure.

Authentication & Access

  • Two-Factor Authentication — TOTP-based 2FA for admins with backup recovery codes.
  • IP Whitelisting & Login Restrictions — Restrict admin and user logins by IP address.
  • Single Sign-On (SSO) — Token-based SSO with optional auto-create and auto-login.
  • Security Event Logging — Track failed logins and security events.

Compliance & Ownership

  • Opt-Out Compliance — Honor global, list, and SMS suppression with auto-add on opt-out.
  • On-Premise Data Ownership — Self-hosted deployment keeps all subscriber and sending data under your control.
  • GDPR-Ready — Data stays on your infrastructure with no third-party access.
Developer Platform

Automate and extend every capability

A full REST API, signed webhooks, embedded best-in-class tools, and a plugin system put every feature in the platform under programmatic control.

REST API

  • Full REST API — 315+ endpoints across every major capability, in JSON and XML.
  • Authentication — API key, username/password, and admin key, with IP binding and Bearer tokens.
  • Query Controls — Pagination, search, field selection, and sorting with structured error codes.
  • API Key Management — Multiple keys per user with usage tracking and revocation.

Webhooks & Events

  • Outbound List Webhooks — Subscribe to subscription events with retries and delivery stats.
  • Email Gateway Webhooks — HMAC-signed delivery and engagement callbacks, including a public model.
  • Event Tracking API — Identify, custom, and conversion events with deduplication and test mode.

Embedded Tools & Extensibility

  • Stripo & Unlayer Editors — Embedded best-in-class email design tools.
  • PreviewMyEmail Integration — Multi-client inbox rendering previews.
  • Google Analytics / UTM — Built-in UTM tagging for campaign attribution.
  • Plugin & Hook System — Extend the platform with plugins and event-driven hooks.

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