MailFlow – Marketing Campaigns For Customers & Leads Perfex CRM

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Different Perfex Modules

NOTE: This isn’t a standalone module, the module requires Perfex CRM software put in, this can be a module for Perfex CRM.

MailFlow is a feature-rich and superior Marketing campaign resolution designed particularly for Perfex CRM. It allows companies to successfully have interaction with leads and prospects by creating and sending customized electronic mail and SMS Campaigns. With its complete set of options, superior filters, and seamless integrations, MailFlow empowers companies to optimize their Campaigns and improve buyer communication.

Lead and Buyer Focusing on: MailFlow gives superior filters that help you exactly goal your newsletters primarily based on lead sources, assigned workers, nation, teams, buyer standing and so forth.. This ensures that your newsletters attain the proper viewers, leading to greater engagement and conversions.

Marketing campaign Customization: You possibly can personalize the e-mail topic, content material, and format to create a novel and compelling message on your recipients. The module helps HTML content material, permitting you to incorporate wealthy media, photos, and hyperlinks.

SMS Campaigns with Twilio, Msg91 & Clickatell Integrations: Along with electronic mail campaigns, we’ve launched SMS Campaigns with seamless integrations to well-liked platforms like Twilio, Msg91, and Clickatell. Now you can goal your viewers through SMS, making certain much more methods to speak successfully.

Scheduling E-mail & SMS Campaigns: MailFlow permits you to schedule each electronic mail and SMS campaigns. This lets you set a exact date and time on your campaigns to be despatched out, serving to you attain your viewers on the proper second.

Customized SMTP & Integrations with SendGrid, MailChimp, Mailgun, and Amazon SES: Along with including your personal SMTP settings, MailFlow additionally integrates with well-liked electronic mail platforms comparable to SendGrid, MailChimp, Mailgun, and Amazon SES. This flexibility ensures that you should use your most popular electronic mail supplier seamlessly.

Check Your Campaigns: We’ve added the choice to check each electronic mail and SMS campaigns earlier than sending them. This ensures that all the things is ready up completely earlier than going stay, saving time and avoiding potential points.

Handle and Delete Scheduled Campaigns: A devoted web page enables you to handle and delete scheduled campaigns. This makes it simple to remain in charge of all upcoming electronic mail and SMS campaigns.

Marketing campaign Templates: Our platform affords versatile Marketing campaign Templates, empowering you to customise electronic mail topics, content material, and layouts effortlessly. Craft distinctive and compelling messages tailor-made to your viewers. The module helps HTML content material, permitting seamless integration of wealthy media, photos, and hyperlinks, enhancing your communication methods.

GDPR-Pleasant Unsubscribe: Guarantee compliance and improve consumer privateness with our GDPR-friendly unsubscribe function. Empower your recipients to handle their preferences effortlessly. Emails despatched via our platform embrace a user-friendly unsubscribe choice, permitting recipients to opt-out with a single click on. We prioritize information privateness, making certain a seamless and clear expertise for each you and your viewers.

Marketing campaign Historical past and Reporting: Hold monitor of your e-newsletter campaigns with reporting and analytics. Monitor the variety of emails despatched, emails failed, and general marketing campaign efficiency. This helpful information helps you measure the success of your newsletters and make knowledgeable choices for future campaigns.

With the MailFlow module, Perfex CRM customers can harness the facility of focused advertising and marketing, successfully attain their leads and prospects through each electronic mail and SMS, and drive engagement and conversions. Unlock the potential of your CRM and take your Campaigns to the subsequent stage with MailFlow.

This module makes use of Perfex Queues if enabled on Perfex Settings to ship emails.

Create Marketing campaign

Handle & View Scheduled Campaigns

Handle E-mail Integrations

Create E-mail Integration

Handle SMS Integrations

Create Marketing campaign Template

Handle Campaigns

View Marketing campaign

Handle Unsubscribed Emails

MailFlow Menu

1. Login to Perfex CRM
2. Goto Module > Put in Addons
3. Choose add.zip
4. Click on “set up” button to finish the set up.
5. Finished & Get pleasure from.

Model 1.2.0 – 15.09.2024

Added: SMS Campaigns
Added: Choice To Schedule & Handle Scheduled E-mail & SMS Campaigns
Added: SMS Integrations with Twilio, MSG91 & Clickatell
Added: Customized E-mail SMTP Integrations
Added: E-mail Integrations with SendGrid, MailChimp, MailGun, Amazon SES
Added: E-mail & SMS Marketing campaign Testing Earlier than Executing
Repair: Reported Bugs
Repair: UI Enhancement

Model 1.1.0 – 27.10.2023

Added: Publication Templates
Added: Unsubscribe Choice
Added: Emails Overview
Added: Customized Fields
Repair: Fastened reported bugs from shoppers

Model 1.0.0 – 09.07.2023

Preliminary model

Work illustrations by Storyset

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