Marketing Planning Management
Plan campaigns, track spend and report on results
What it does
Marketing Planning Management gives a campaign a home: plan it, budget it, run it across email and SMS, and measure what it returned. Segments group leads and customers so messages reach the right list, while forms and assets support the activity behind each plan. Dashboards compare budget against expense and report acquired contacts and cost per acquisition.
Who uses it
Marketing managers, campaign coordinators and planners who own budgets and channel activity.
Where it fits
Campaigns work from the lead and customer records already held in the platform, so segments stay current as people move through the pipeline. Budget and expense figures sit next to the financial data used for reporting, which keeps campaign spend visible beside overall business results.
What it supports
- Campaign Planning Records
- Activity Tracking
- Kanban Board View
- Budget Management
- Goal Setting
- Lead And Customer Lists
- Segment Builder
- Email Channel Builder
- SMS Channel Setup
- Form Builder
- Asset Library
- Budget Versus Expense Reports