Audience Segmentation
Build the audience before the campaign. Segments are defined once on live client, contact and activity data, then reused across campaigns - either as dynamic rules that re-evaluate at every run, or as static lists frozen at a point in time.
- Define segments on any combination of client, contact and activity data
- Dynamic segments refresh automatically before each campaign run
- Static segments freeze the audience for repeatable, auditable sends
- Reuse the same segment across several campaigns and channels
Campaign Planning and Budget
Every campaign is a record with its own objective, period, channel mix and budget. Planned cost sits next to actual spend and generated revenue, so the return is visible while the campaign is still running, not months after it closed.
- Plan objective, period, owner and channel for each campaign
- Follow planned budget against committed and actual cost
- Attach briefs, creative assets and approvals to the campaign record
- Track revenue, cost per contact and return on spend in one place
Campaign Rollout
Campaigns are launched, paused and closed from a single list, with status, period and audience visible at a glance. A campaign can be rolled out to one or several segments and across several channels, after the approval step its workflow requires.
- Launch, pause and close campaigns from one list
- Roll out to one or several segments, per channel
- Approval workflow before a campaign goes live
- See status, period and audience size at a glance
From Campaign to Pipeline
Everything a campaign produces stays attached to it. The leads, opportunities and new clients generated by a campaign are listed on the campaign record itself, so marketing spend is tied to commercial results and the output is handed straight to Sales.
- Leads and opportunities created by the campaign are listed on it
- New clients are traced back to the campaign that produced them
- Generated leads are handed directly to Sales Force Automation
- Measure conversion and revenue per campaign, not only per channel