Our Marketing tools are designed to help you engage with customers, build loyalty, and drive measurable growth. Whether you’re sending targeted campaigns, tracking user behavior, or running promotions, these best practices will help you operate more effectively and get the most out of every interaction.
Create Separate Campaigns for Each Channel and Segment
To understand what’s working and where, always build your campaigns around distinct audiences and channels. For example, create one campaign for your website traffic, another for social media, and a third for returning customers. This separation allows for more precise targeting, performance tracking, and tailored messaging.
Schedule Campaigns Regularly, Not Just Around Big Moments
Don’t wait for big events or major launches to send marketing campaigns. With our e-mail campaigns tool, you can schedule the send-outs of your emails. So you can prepare all of the campaigns for the coming months at one time when it’s convenient.
A regular cadence of smaller, well-targeted campaigns helps keep your audience warm and your brand top of mind. Over time, this builds a steady flow of data, feedback, and conversions—without relying on large spikes.
A consistent rhythm also gives you better insight into what messaging resonates across different times and contexts.
Use Attribute-Based Segmentation to Personalize Outreach
If you want your campaigns to feel relevant, tie them directly to data you’ve collected about your audience. Use attribute-based segmentation—such as location, purchase history, or interests—to create personalised messages that speak directly to the customer’s context.
Avoid sending blanket campaigns that ignore user data. The more relevant your message, the higher your engagement and conversion rate. Our tools let you dynamically insert contact attributes and use collected data for deeper personalisation.
Incorporate Forms to Promote Campaign QR Codes and URLs
Every marketing campaign should be paired with a promotion strategy. That includes Form QR codes for offline spaces (stores, flyers, packaging), and UTM-tagged URLs for social and ads. These touchpoints amplify visibility and give customers an easy entry point.
Forms also allow you to track submissions, and demand that customers interact with the brand before receiving their benefits. This is possible via automations.
Build Campaign Templates and Duplicate for Speed
Design your campaigns once, then reuse. A clean, modular campaign layout—complete with brand colors, CTA blocks, and default messaging—is the perfect foundation for scaling up quickly. Once you have a working layout, duplicate it for future campaigns and just swap the content.
This ensures design consistency and speeds up turnaround times while reducing the risk of broken links or off-brand visuals.
Connect Campaigns to Automations for Better ROI
Every campaign should trigger something valuable—whether it’s a follow-up sequence, reward points, discount codes, or just a well-timed check-in. Make sure your campaigns are plugged into automations that continue the conversation after someone engages.
This drives higher lifetime value, builds loyalty, and reduces manual follow-ups. A campaign click or submission is just the start of the journey; automation ensures it leads somewhere meaningful.