Marketing Automation

Run marketing campaigns from one database of contacts, segments and assets. Forms collect interest, segments group people by behaviour or profile, and workflows trigger emails or SMS messages at the right moment. Reports cover every campaign, channel, form and asset, along with the leads and points those activities generated.

Functions in this module

• Segments Management
• Assets Management
• Forms Management
• Campaign Management
• Email Channel Management
• SMS Channel Management
• Point Management
• Stage Management
• Workflow Builder
• Email Builder
• Campaign Reports
• Channel Performance Reports
• Lead And Point Reports
• Email And SMS Templates

Where it fits on the platform

Contacts captured by forms become leads in the sales pipeline, and points recorded against them reward activity over time. Campaign results sit next to the customer data the sales team works from, so follow-up starts with the same record marketing created.

Marketing teams, campaign managers and growth staff working with leads and customers.