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Loyalty
CRM & Campaigns
CRM & Campaigns
Mastering Customer Relationship Management
21 articles
Understanding and Making the Most of the Obypay CRM
How to use the features dedicated to customer relationship management ?
How to apply CRM best practices ?
Contact Database
How to search for and view a contact ?
How to filter and segment your contacts ?
How to create a contact list ?
How to create a contact manually ?
How to edit a contact ?
How to import contacts via CSV ?
How to anonymize a contact ?
How to create and manage tags ?
Sending Email & SMS Campaigns
How to reach your customer database ?
How to set up an email campaign (one-time send) ?
How to set up an SMS campaign (one-time send) ?
How to offer a reward in a campaign ?
How to manage your campaign templates ?
Automating Your Communications
How to use the available automation rules ?
How to set up an email or SMS automation ?
How to automate tag assignment to your contacts ?
Analyzing your campaigns
How to analyze statistics after sending email campaigns (one-time send) ?
How to analyze statistics after sending SMS campaigns (one-time send) ?
How to analyze statistics after sending email / SMS automations ?
