Campaign Management With Apptivo
Agenda What is Apptivo Campaign Management? Types of Email Integration in Apptivo Key Campaign Management Features Creating Your First Campaign
What is Apptivo? Platform of 50+ integrated business apps Integrated collaboration, email & documents Mobile website & native apps for iOS & Android REST API for connections to outside tools
Access From Any Device Mobile Phone Desktop & Laptop Tablet Create, Collaborate, Review, and Approve on the Go.
Types of Email Integration in Apptivo • Standard Email • Send emails from within any app, includes ability to send personalized templates, and bulk email up to 50 people. • Great for “personal” type emails • Campaigns • Organize lists of people across many apps, and send out • mass emails with analytical tracking. • Great for “marketing” type emails
Key Campaign Management Features Contact Data Target Lists Campaigns • Create beautiful email templates with a visual designer • Add one or many target lists to a campaign before delivery • Each email can be personalized with any attributes from the contact data • Track delivery, open rates, clicks, and spam/blocks. • Create marketing lists of your contact data, add contacts to many target lists • Easily search and select contact data for a target list based on any criteria • Include contact data from multiple apps in a single target list • Several apps contain your contact data: leads, contacts, customers • These apps are used by all of Apptivo, the same contacts you’d use for invoicing, help desk, sales, etc. • Campaign interactions automatically update contact data