1. Campaign Management With Apptivo

2. Agenda What is Apptivo Campaign Management? Types of Email Integration in Apptivo Key Campaign Management Features Creating Your First Campaign

3. 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

4. Access From Any Device Mobile Phone Desktop & Laptop Tablet Create, Collaborate, Review, and Approve on the Go.

5. 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

6. 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

7. Creating Your First Campaign