Board

💂

Types of Tasks

NEEDED

8

CAN WAIT

11

No Select

0

Campaign Automation

Design, build and maintain automated rules-based marketing campaigns. Visualize the campaign workflow, build segments, incorporate campaign assets, define decision rules and trigger resulting actions based on activity or inactivity.

CRM Integration

Bi-directional sychronization - real-time data push to CRM and sceduled automated data pulls. Real-time push of behavioral activity into CRM system's lead and contact record; CRM Campaign association. Trigger CRM assignment rule routing and notifications

Contact groups. Filters (field based, activity based and inactivity based)

Coordinate and automate multi-step, multi-track campaigns that drip out staged communications over time. Common triggers: browsing behavior, form-submission, event attendance, segment0membership, product/region/role/industry. Calendar date, buying-cycle or lead qualification stage, triggered by external system (ie. CRM)

Event Management

Manage event waitlists, session registration and cancellation processes. Automated pre-defined reminders and follow-up action steps. Manage multiple session events from a single registration form, including multiple location or time slots.

Understand web visitor activity on platform and externally hosted pages. Out of the box reports. # of website visitors: Most popular pages & time spent. Page Navigations. Top Entry/Exit pages: Leading referrers. serch engines and keywords used. Unknown Visitors.

Email development. Template library. HTML and plain text. Activity driven content. Email deliverability optimizations, A/B testing. Competitor domain excludes. Bounceback capture and management. List management. Deployment (one-off, batch or campaign/form triggered).

Score leads based on 2 factors: 1. Ideal customer fit (explicit contact data) and 2. Engagemnet level (implicit behavioral data). Assess recency of activity and frequency of activity to infaate or degrade score. Apply lead scor threshoolds to send sales-ready leads to CRM. Trigger actions based on lead score (ie. add to program).

Data Quality Programs

List upload. Form integrations. Open API integration for data import/export (CRM, custom connectors). Automated data import engine (secure FTP).

Technical Profiles

Understand web visitors technical profile (browser used, IP address, country/state/zip/longitude/latitude)

Lead Source Tracking

Track multiple lead sources - (ie. bot Original lead source and most recent lead source). Track referring source. Use query strings to track marketing channels.

Contact Records

250 fields, multiple field types (text, single select, checkbox, multi-select.

Preference Management

Email opt-in subscription management. Email opt-out compliance (global or campaign level). Web tracking consent compliance.

Standard & Customs Reports

Choose types of reports and dashboards, custom or pre-built will help with regular analysis by teams.

Campaign Analytics

Report on the performance of campaigns. Drill down to explore and compare individual asset performance, like effectiveness by email and groups of emails(opens & CTRs, bouncebacks, unsubscribes), form conversions high-value content views. Further break down data by other views.

Lead Assignment

Assign leads to salespeople based on geo, industry, product interest, or other business rules. Use lead assignemnt to further customize marketing communications using sales signature rules.

Sales Enablement

Access to full behavioral activity history (from the CRM lead and contact records and from add-on tools).Ability to trigger marketing programs from within CRM system. Real-time web activity alerts to assigned salesperson. Email templates ready. Tracking capabilities.

Contact Profiles

Track "Digital body language" history. web page click-stream, form submissions, email interactions (opens, clicks), referring URL source, search engine/search phrase used, and high-value content/asset inteactions.

Multi-Channel Capabilities

Integrated, multi-channel marketing, email, web, direct mail, Rss, SMS trigger outbound.

Report Delivery

Schedule regular delivery of important reports and dashboards right to marketing, sales, and leadership inboxes.

Database Health

Diagnose the health of marketing database (ie. % growth) and understand distribution across key fields and values (ie. lead source, region, lead stage, role).

Dashboards & Drill Downs

Access quick insight into all marketing activities through visual dashboards. Instantly drill down to detailed levels.

Data Integration

De-duplications. Normalization. Cleansing.

Form Processing

Platform created/hosted forms. Template library. External form integration. Field validation. Automated field processing steps (send email to submitter, send notification email, add to automated campaign/program, redirect to website, refer-a-friend etc); Progressive profiling: Form field pre-population.

Personalization

In emails (field merge, activity driven content, sales signature rules): In web pages (field merges, content substitution) and page alternates (URL redirects based on data lookup. In forms (field pre-population.)

WPlatform created/hosted pages. Template library. External website tracking itegration. Personal URLs. Embedded forms. Content subsititution. Content hosting.

Board

💂

Types of Tasks

NEEDED

8

CAN WAIT

11

No Select

0

Campaign Automation

Design, build and maintain automated rules-based marketing campaigns. Visualize the campaign workflow, build segments, incorporate campaign assets, define decision rules and trigger resulting actions based on activity or inactivity.

CRM Integration

Bi-directional sychronization - real-time data push to CRM and sceduled automated data pulls. Real-time push of behavioral activity into CRM system's lead and contact record; CRM Campaign association. Trigger CRM assignment rule routing and notifications

Contact groups. Filters (field based, activity based and inactivity based)

Coordinate and automate multi-step, multi-track campaigns that drip out staged communications over time. Common triggers: browsing behavior, form-submission, event attendance, segment0membership, product/region/role/industry. Calendar date, buying-cycle or lead qualification stage, triggered by external system (ie. CRM)

Event Management

Manage event waitlists, session registration and cancellation processes. Automated pre-defined reminders and follow-up action steps. Manage multiple session events from a single registration form, including multiple location or time slots.

Understand web visitor activity on platform and externally hosted pages. Out of the box reports. # of website visitors: Most popular pages & time spent. Page Navigations. Top Entry/Exit pages: Leading referrers. serch engines and keywords used. Unknown Visitors.

Email development. Template library. HTML and plain text. Activity driven content. Email deliverability optimizations, A/B testing. Competitor domain excludes. Bounceback capture and management. List management. Deployment (one-off, batch or campaign/form triggered).

Score leads based on 2 factors: 1. Ideal customer fit (explicit contact data) and 2. Engagemnet level (implicit behavioral data). Assess recency of activity and frequency of activity to infaate or degrade score. Apply lead scor threshoolds to send sales-ready leads to CRM. Trigger actions based on lead score (ie. add to program).

Data Quality Programs

List upload. Form integrations. Open API integration for data import/export (CRM, custom connectors). Automated data import engine (secure FTP).

Technical Profiles

Understand web visitors technical profile (browser used, IP address, country/state/zip/longitude/latitude)

Lead Source Tracking

Track multiple lead sources - (ie. bot Original lead source and most recent lead source). Track referring source. Use query strings to track marketing channels.

Contact Records

250 fields, multiple field types (text, single select, checkbox, multi-select.

Preference Management

Email opt-in subscription management. Email opt-out compliance (global or campaign level). Web tracking consent compliance.

Standard & Customs Reports

Choose types of reports and dashboards, custom or pre-built will help with regular analysis by teams.

Campaign Analytics

Report on the performance of campaigns. Drill down to explore and compare individual asset performance, like effectiveness by email and groups of emails(opens & CTRs, bouncebacks, unsubscribes), form conversions high-value content views. Further break down data by other views.

Lead Assignment

Assign leads to salespeople based on geo, industry, product interest, or other business rules. Use lead assignemnt to further customize marketing communications using sales signature rules.

Sales Enablement

Access to full behavioral activity history (from the CRM lead and contact records and from add-on tools).Ability to trigger marketing programs from within CRM system. Real-time web activity alerts to assigned salesperson. Email templates ready. Tracking capabilities.

Contact Profiles

Track "Digital body language" history. web page click-stream, form submissions, email interactions (opens, clicks), referring URL source, search engine/search phrase used, and high-value content/asset inteactions.

Multi-Channel Capabilities

Integrated, multi-channel marketing, email, web, direct mail, Rss, SMS trigger outbound.

Report Delivery

Schedule regular delivery of important reports and dashboards right to marketing, sales, and leadership inboxes.

Database Health

Diagnose the health of marketing database (ie. % growth) and understand distribution across key fields and values (ie. lead source, region, lead stage, role).

Dashboards & Drill Downs

Access quick insight into all marketing activities through visual dashboards. Instantly drill down to detailed levels.

Data Integration

De-duplications. Normalization. Cleansing.

Form Processing

Platform created/hosted forms. Template library. External form integration. Field validation. Automated field processing steps (send email to submitter, send notification email, add to automated campaign/program, redirect to website, refer-a-friend etc); Progressive profiling: Form field pre-population.

Personalization

In emails (field merge, activity driven content, sales signature rules): In web pages (field merges, content substitution) and page alternates (URL redirects based on data lookup. In forms (field pre-population.)

WPlatform created/hosted pages. Template library. External website tracking itegration. Personal URLs. Embedded forms. Content subsititution. Content hosting.