The document outlines various components of a marketing automation system including lead management, campaign management, and analytics. It details the creation and management of email campaigns, target lists, and tracking URLs, as well as the role of multiple communication channels such as SMS and social media. Additionally, it emphasizes the importance of budget management, performance tracking, and reporting within marketing initiatives.

2. Marketing Automation
Lead Management
Marketing Analytics
Web to Lead Form
Email Marketing
SMS Campaign Manager
Email Campaign Manager

3. Marketing Dashboard

4.  Newsletter: A series of mass emails sent to a consistent or growing target list periodically.
 Email Campaign: A one-time or series of mass emails sent to a target list.
 Non-email Campaign: Marketing effort delivered via mail, web, radio, television & print
Campaign Types

5.  Enter the basic campaign information to identify campaign.
 All required fields marked with ‘*’ must be filled before saving.
 The status, start date & end date are for our records & are not considered when actual email
campaign will be executed.
Campaign Header

6.  Tracker URLs are links to websites which can be embedded into an email template.
 When the link is clicked, it opens a website or other URL in the recipient's browser.
 You can create an opt-out tracker URL to embed an Unsubscribe link in the campaign email.
Campaign Tracker URL

7.  A target list consists of a collection of records we want to include or exclude in a mass marketing
campaign.
 Target lists can contain any number & combination of contacts, leads, targets, users & accounts.
 We have the option to associate existing target lists with new campaign or create new target lists
during the campaign creation process.
Campaign Target List

8. Campaign Budget & ROI

9.  Specify body of the message in the form of an email template.
 Specify which bounce handling account will catch automated replies from invalid email addresses.
 Which target lists will receive this particular mass email of your campaign.
Email Marketing Records

10. Campaign Analytics

11.  The Campaign Status page includes several subpanels, which display information such as
the recipients who viewed the message how many times they have viewed the message.
 The recipients who clicked on tracker URL in the email, how many times they have clicked
on the URL.
Campaign Analytics

12. Drag and drop the fields you
wish to include in your form.
Create Web-to-Lead Form

13. Multi Channel Lead Creation

14. Lead Creation - Facebook

15. Lead Created in CRM

16. Lead Creation - Twitter

17. Marketing Automation
Email Campaign
manager
SMS Campaign
Manager
Email marketing
Web-to-lead forms
Lead management
Marketing analytics
Customer Support
Self-service portal
Case management
Inbound email
Knowledge Base
Bug tracking
SMS Alerts
Survey Module
Reporting
Business Intelligence
Sales trends
Case reports
Dashboards
Customer profiles
Lead Management
Opportunity
management
Contact management
Account management
Funnel Management
Mobility Solution –
Android Platform
Products, Quotes &
Orders
Product Catalogue
Quotes Builder
Order Management
Enterprise Scalability
Team Hierarchy
Performance Tuning
ISO-8583 Support
Workflows
Quote Approval
Case Escalation
Misc Components
Asterisk Integration
Partner Portal
Subscriptions Mgmt
Sales Automation
Out-of-Box Features

18. Desktop, Tab & Mobile

19. Thanks for your time!
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