Phase 2 of onboarding covers campaign workflows and triggers, newsletters, marketing automation scenarios, lead scoring, social media integration, and APIs and analytics. Key features include using triggers to automate campaigns based on user behavior, a drag-and-drop campaign builder to send targeted communications, and social media integration through linking accounts and streams. Analytics are provided through tracking website usage with cookies and JavaScript APIs.

1. Onboarding - Phase II

2. Phase 2 Topics:
● Campaign Workflows & Triggers
● Newsletter
● Marketing Automation Scenarios
● Lead Scoring
● Social Suite
● API & Analytics

3. Campaigns
● Agile CRM features an intelligent sales and marketing automation process.
● Use workflows to automate most of your marketing/follow-up activities. Eg.
Send an email to all users who have signed up on your site. Based on
behavior, send them targeted messages periodically.
● Marketing Campaigns can be run manually by adding users to the campaign.
Next, assign a trigger to automate the campaign operation. For eg, send an
automated email for every new sign-up on your website.

4. Triggers
Triggers are pre-defined conditions that can be setup to initiate a marketing
campaign. If the condition is satisfied, you can choose an action to follow using
workflow automation.
Eg: If a user registers on your website, you can automate the workflow to send a
welcome email. A user registering on site is the trigger.

5. ● Name the Trigger and define your condition.
● Link the Trigger to the appropriate campaign for the campaign to follow the
Trigger.
Triggers - Add a new Trigger

6. Newsletter
● Use pre-designed templates or make your own HTML template to send
newsletters to contacts.
● A Trigger will automatically run the campaign based on a condition and the
select group will receive e-mails. You will never again engage in the old
painstaking process of manually doing everything yourself.
● There are templates for Newsletters, Auto-Responders, Marketing
Automation, SaaS and e-commerce related campaigns.

7. ● Automate all marketing efforts with simple
to use drag-and-drop campaign builder to
send newsletters, auto-responder emails,
SMS, Social Media Posts and more.
● Agile CRM features tools that can help
prioritise leads based on scores, reports and
more by analysing their response rate and
web statistics.
Marketing Automation

8. Marketing Automation
● Send Newsletters, Automatic Emails, Drip Marketing SMS, social media
posts using the simple drag-and-drop interface in the “Campaigns” section.

9. Social Suite
A Twitter account can be linked to Agile CRM by selecting the option shown in
the screenshot. Add streams of choice on the Social Suite.

10. Social Suite
Select the relevant streams such as home stream, all the retweets you did,
mentions, tweets that you sent, your inbox/ outbox stream, your favorites stream
or any keyword search stream. There are options to tweet/ retweet, view on
twitter & add contact to Agile.

11. API & Analytics
● A tracking cookie containing tracking code is automatically pushed to your
visitor’s browser when they visit your web page. This cookie will gather
information about the visitor’s web site usage such as links clicked and more.
● Javascript API can be used to track pageviews on your site, add / delete
contacts from your website or blog directly.
● Copy and Paste the code from the “Web Rules” section of the User Interface
on Agile CRM to start tracking visitors and gain analytics.

12. API & Analytics

13. https://www.agilecrm.com/support
care@agilecrm.com
1-800-980-0729
For Support and Assistance:
Thank you for choosing Agile CRM