Marketing Automation
Run campaigns, drip sequences, landing pages, and lead scoring.
Create and manage campaign
A Marketing User creates a campaign, defines the target audience, sends bulk emails, and monitors performance metrics.
Create and manage email templates
Marketing User creates and edits reusable email templates with merge fields and preview.
Execute drip sequence
Marketing User creates a drip sequence with automated steps (emails, waits, field updates), enrolls contacts, and the system executes it.
Publish landing page and capture leads
Marketing User creates and publishes a landing page with a form. Form submissions create or update Leads.
Configure lead scoring rules
Admin or Marketing User defines scoring rules that automatically adjust lead scores based on field matches, activities, and email engagement.
Landing page form submission (public)
An anonymous visitor submits a landing page form. The system creates or updates a Lead record, triggers drip sequences, and displays a confirmation.