Marketing Campaigns

This module provides leads automation through marketing campaigns (campaigns can in fact be defined on any resource, not just CRM Leads).

The campaigns are dynamic and multi-channels. The process is as follows:

• Design marketing campaigns like workflows, including email templates to send, reports to print and send by email, custom actions
• Define input segments that will select the items that should enter the campaign (e.g leads from certain countries.)
• Run your campaign in simulation mode to test it real-time or accelerated, and fine-tune it
• You may also start the real campaign in manual mode, where each action requires manual validation
• Finally launch your campaign live, and watch the statistics as the campaign does everything fully automatically.
• While the campaign runs you can of course continue to fine-tune the parameters, input segments, workflow.