A Segment helps narrow down and filter your list of Leads from the Lead Menu, allowing you to target specific Leads for a campaign. While the Lead Menu displays your comple...

An Email Template allows you to design standardized layouts for your emails. You can either create the Email Template beforehand and reuse it, or design the email directly when needed. Ste...

Step 1: Navigate to the Campaigns screen → Click the Add button available on the screen. Step 2: The system will open the Campaign...

Managing Categories The Category screen is used to create and manage grouped data types such as Stage, Point Action, Asset, Form, Email,...

The Segments screen is used to group and organize customer data based on specific conditions. These groups are then utilized within the Campaigns screen to target particular audiences. 1. Creating a S...

Assets Management The Assets screen allows you to upload and manage various file types, including images, videos, audio files, PDFs, ZIP archives, DOCs, Excel files, and more. These files are primarily used within the...

Forms Overview Forms are used to collect information from users. They may serve purposes like providing access to an asset, event registration, or newsletter signups. Once a user submits a form, their details are s...

Points Overview To evaluate customer engagement with brand products, Points are assigned to each contact based on specific actions. These points help measure interest and interaction. The informati...

1. Creating a Stage Step 1: Navigate to the Stages menu → Click on the Add button. Step 2: The system opens the Stage c...

 Settings -> Select Email Configuration -> Select "Yes" -> Enter Unsubscribe text If you...

Lead Filtering Logic Image 1 Interpretation:The system scans the Lead List to locate individuals whose Country is set to Vietnam and whose...