Notice: It is a module for Perfex CRM. Not a standalone script.
Temporary description
Advertising and marketing Automation Module automates advertising actions or duties, streamlines advertising workflows, and measures the outcomes of selling campaigns. This module gives a central advertising database for all advertising data and interactions, serving to entrepreneurs create segmented, customized, and well timed advertising experiences for purchasers or prospects. This module present automation options throughout a number of points of selling together with electronic mail, social media, lead technology, unsolicited mail, digital promoting, and extra.
This answer helps firms to promote and market higher by automating the advertising actions and offering a personalised advertising expertise throughout on-line and offline channels.
Module Options
- Dashboard: Lead Stats, Kind Submissions, E mail Stats …
- Segments Administration
- Property Administration
- Kinds Administration
- Marketing campaign Administration
- E mail Channel Administration
- SMS Channel Administration
- Level Administration
- Stage Administration
- Workflow Builder
- E mail Builder
- Experiences:
- Marketing campaign report
- E mail channel report
- SMS channel report
- Asset report
- Kind report
- Lead and Level report
- Settings:
- Class
- E mail Templates
- SMS Templates
- E mail Configuration
- E mail Sending Restrict
- Kind Customized CSS
Demo
Set-up
Included documentation will allow you to add and activate the module inside Perfex CRM, if you’re not conscious on methods to do it.
Assist
Our help group is all the time round to assist. Be at liberty to lift a help ticket.
Guys from help division will get again to you as quickly as attainable with a reply, guiding you thru any points.
Changelog
Model 1.0.0 / 2022-09-24
Preliminary model
Model 1.0.1 / 2024-06-03
Leads might be categorized by Standing in Phase
Replace clients with View World and View Personal rights
Unsubscribe can change the content material
Ship emails and SMS within the lead's language
Create level actions that enable including factors by nation
Added a tab displaying participated campaigns and factors achieved within the lead element view
Added an motion so as to add factors when downloading information
Permits creating and operating campaigns for purchasers
Enable customized css for varieties
Repair bug that when the template is empty, SMS and electronic mail will fail
Model 1.0.2 / 2024-06-03
Add customized CSS to the shape
Model 1.0.3 / 2024-06-03
Add % statistics in marketing campaign particulars: % electronic mail click on price, % electronic mail open price, Common electronic mail open time.
Model 1.0.4 / 2024-06-03
Repair the error of electronic mail templates shedding their design when switching to a brand new model
Model 1.0.5 / 2024-06-03
Add an possibility in settings concerning the Telephone's required situation within the lead
Repair the error of clicking hyperlinks in emails
Repair the error of the submit kind being Web page expired
Model 1.0.6 / 2024-06-03
Add the choice to activate or off the unsubscribe perform in emails
Replace the shopper checklist within the marketing campaign
Model 1.0.7 / 2024-06-03
Added perform to restrict despatched emails
Add check marketing campaign perform
Replace the lead checklist within the marketing campaign
Model 1.0.8 / 2024-06-03
Enable phase filtering by buyer
Replace extra actions within the marketing campaign to work together with clients
Repair error of being unable to avoid wasting the workflow
Repair error of not having the ability to ship an electronic mail
Repair the perform of calculating complete electronic mail open time within the marketing campaign element
Model 1.0.9 / 2024-06-03
Permits filtering by customized fields within the phase
Add a affirmation possibility within the electronic mail. Permits seize of acceptance or rejection situations from clients.
Up to date some small interface modifications
Repair the error of not having the ability to view the workflow when the telephone is rotated horizontally.
Improve supply code to be appropriate with PHP 8.1.
Improve options to be appropriate with the newest model of Perfex CRM.
