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How to use the features dedicated to customer relationship management ?

Managing your contacts

Centralize all your customer information in a single database. Add, edit and segment your contacts for targeted marketing actions. You can also create and manage tags to organize your database, and view archived contacts (customers inactive for more than 3 years, automatically archived in compliance with GDPR).

Creating and managing lists

Build segmented contact lists from the Lists section by applying the available filters. These lists can then be used directly for sending campaigns.

Sending email & SMS campaigns

Create and send communication campaigns organized into campaign groups. Personalize your messages, choose the sending time and associate a reward with your campaign.

Automating your communications

Set up automated scenarios that are triggered according to specific rules (birthday, points earned, inactivity…). Filter your automations by type : Email/SMS Notification, Notification + tags or Contact tags.

Using templates

Create and reuse email and SMS templates from the Templates section to save time on your campaigns.

Collecting customer reviews

The Questions section allows you to create satisfaction surveys and track your customers' feedback.

Analyzing your performance

Track the results of your campaigns and automations in real time: sends, open rates, unique clicks, conversions, revenue generated. Data is recalculated every 2 hours.

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