Campaign Automation

With campaign automation in the CRM marketing module, users can establish email campaigns — sequences of emails that the system automatically sends to users based on CRM statuses, and reactions to other communications in the campaign and interactions with the campaign.

Automate your campaigns to help drive targeted traffic and boost engagement.

  • This feature of the marketing module can gauge customer engagement and interest and send a pre-designed email to a target or customer based on triggers you set up.
  • Whether it’s a single email or a set of messages, you’ll be able to measure performance and metrics so you can plan better for next time.

Not only can users deliver one-time emails to individuals or a small set of contacts, but they foster relationships with different groups of targets based on where they are in their customer journey.

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