Marketing Automation Module for DigifyCRM (Available on Selected Plans)

Marketing Automation Module for DigifyCRM (Available on Selected Plans)

The Marketing Automation Module for DigifyCRM helps businesses automate marketing actions, streamline workflows, and measure campaign outcomes. It offers a centralized system for managing marketing efforts, including email, social media, lead generation, digital advertising, and more, with features for segmentation, campaign management, and reporting.

Key Features:

• Dashboard: Displays key statistics on leads, form submissions, email/SMS performance, and campaign outcomes.

• Segments Management: Allows you to segment your audience based on various criteria, enabling personalized marketing.

• Campaign Management: Create and manage marketing campaigns across multiple channels, including email and SMS.

• Forms Management: Build custom forms for lead generation and data collection.

• Assets Management: Manage marketing assets such as images, documents, and links.

• Workflow Builder: Automate marketing workflows based on customer behavior or predefined actions.

• Reports: Get detailed analytics on campaign performance, email and SMS engagement, and form submissions.

1. Dashboard Overview

The dashboard provides a comprehensive view of your marketing activities. It highlights key statistics like the number of new leads, email open rates, form submissions, and more.

Steps to Access the Dashboard:

1. Navigate to Marketing Automation > Dashboard.

2. View stats on:

• Lead Status: See how many leads are in various stages of your marketing funnel.

• Campaigns: Monitor the performance of your current campaigns.

• Form Submissions: Check how many leads have been generated through your forms.

• Email/SMS Stats: View open rates, click rates, and delivery statuses.

 

2. Setting Up Categories for Marketing Automation in DigifyCRM

To get the most out of the Marketing Automation Module for DigifyCRM, you need to first create categories for various actions such as Segments, Campaigns, Email Templates, SMS Templates, Emails, and SMS. Organizing these categories will help streamline your marketing processes and ensure everything is organized for easy access.

Here’s a step-by-step guide to creating categories for each action:

1. Create Categories for Segments

Categories for segments help in organizing different customer groups, making it easier to manage personalized campaigns.

Steps to Create Segment Categories:

1. Navigate to Marketing Automation > Settings > Categories.

2. Click Add New Category.

3. Choose Segment as the Category Type.

4. Name the Category:

• Example names: "High Value Leads," "Inactive Customers," "New Subscribers."

Save Category.

2. Create Categories for Campaigns

Campaign categories help classify your marketing campaigns, such as email marketing, social media promotions, or special offers.

Steps to Create Campaign Categories:

1. Go to Marketing Automation > Settings > Categories.

2. Click Add New Category.

3. Choose Campaign as the Category Type.

4. Name the Category:

• Example names: "Holiday Promotions," "Product Launch," "Discount Offers."

Save Category.

3. Create Categories for Email Templates

Email template categories help you manage your email templates based on the purpose, such as promotional, transactional, or engagement emails.

Steps to Create Email Template Categories:

1. Navigate to Marketing Automation > Settings > Categories.

2. Click Add New Category.

3. Choose Email Template as the Category Type.

4. Name the Category:

• Example names: "Newsletters," "Transactional Emails," "Follow-Up Emails."

Save Category.

4. Create Categories for SMS Templates

Organizing SMS templates into categories helps when managing different types of messages, such as appointment reminders or promotional texts.

Steps to Create SMS Template Categories:

1. Go to Marketing Automation > Settings > Categories.

2. Click Add New Category.

3. Choose SMS Template as the Category Type.

4. Name the Category:

• Example names: "Appointment Reminders," "Event Promotions," "Sales Alerts."

Save Category.

5. Create Categories for Emails

Email categories allow you to organize the actual emails you send, classifying them by type or audience.

Steps to Create Email Categories:

1. Navigate to Marketing Automation > Settings > Categories.

2. Click Add New Category.

3. Choose Email as the Category Type.

4. Name the Category:

• Example names: "Lead Nurturing," "Customer Engagement," "Reactivation Emails."

Save Category.

6. Create Categories for SMS

Similar to email categories, organizing your SMS messages helps to differentiate between the types of communications you send via SMS.

Steps to Create SMS Categories:

1. Go to Marketing Automation > Settings > Categories.

2. Click Add New Category.

3. Choose SMS as the Category Type.

4. Name the Category:

• Example names: "Promotions," "Reminders," "Event Notifications."

Save Category.

 

3. Segments Management

Segmentation allows you to divide your audience into smaller, more targeted groups based on specific criteria, such as behavior, demographics, or lead status.

Steps to Create a New Segment:

1. Go to Marketing Automation > Segments.

2. Create New Segment:

• Click Add New Segment.

• Name the segment (e.g., "High-Value Leads" or "Inactive Customers").

Set Criteria:

• Choose criteria for segmentation (e.g., lead status, customer type, location).

• You can also filter by custom fields and assign points based on lead interactions.

Save Segment:

• Save the segment to use it in campaigns, email blasts, or personalized marketing messages.

4. Campaign Management

The Campaign Management feature helps you create and manage multi-channel marketing campaigns, including email and SMS.

Steps to Create a Marketing Campaign:

1. Go to Campaigns:

• Navigate to Marketing Automation > Campaigns.

Create New Campaign:

• Click Create Campaign and name your campaign.

Select Audience:

• Choose the audience segment you want to target.

• You can use predefined segments or create custom filters to narrow down your audience.

Select Channels:

• Choose the channels to use for this campaign (Email, SMS, etc.).

Compose Message:

• Use the built-in Email Builder or SMS Builder to create your message.

• Add merge fields for personalization (e.g., {customer_name}, {lead_status}).

Set Schedule:

• You can send the campaign immediately or schedule it for a future date and time.

Send Campaign:

• After setting everything up, click Send or Schedule.

Additional Features:

• Test Campaign: Run test campaigns to a small audience to fine-tune your messaging.

• Campaign Reports: After sending the campaign, view detailed analytics, including open rates, click-through rates, and conversion statistics.

5. Forms Management

Forms allow you to capture leads and gather customer information directly on your website. You can customize forms and embed them in landing pages.

Steps to Create a Form:

1. Go to Forms:

• Navigate to Marketing Automation > Forms.

Create a New Form:

• Click Create Form and name your form.

Add Fields:

• Add input fields such as name, email, phone number, and custom fields.

• You can also enable the use of points for certain actions, such as form submissions.

Custom CSS:

• Add custom CSS to style the form to match your brand.

Save and Publish:

• After designing the form, save it and embed it on your website.

Key Features:

• Form Reports: Track how many leads have submitted the form, and view individual responses.

• Point Actions: Award points to leads when they submit forms or perform specific actions.

6. Email & SMS Channel Management

Email and SMS channels are critical for personalized communication. You can create templates, configure email settings, and manage sending limits.

Steps to Set Up Email and SMS Channels:

1. Email Configuration:

• Go to Marketing Automation > Settings > Email Configuration.

• Set up your SMTP server or email provider to send emails.

• Configure your Email Sending Limits to avoid exceeding daily quotas.

Create Email/SMS Templates:

• Go to Marketing Automation > Email Templates or SMS Templates.

• Create new templates with personalized content and merge fields.

Send Emails/SMS:

• Go to Campaigns > Email/SMS.

• Select a template and audience, and send personalized messages.

Additional Features:

• Unsubscribe Options: Enable or disable the unsubscribe option in emails.

• Send in Lead's Language: Automatically send emails/SMS in the lead’s preferred language based on their profile.

7. Workflow Builder

The Workflow Builder allows you to create automated sequences based on customer actions. For example, you can set up a workflow to send follow-up emails after a lead completes a form.

Steps to Create a Workflow:

1. Go to Workflow Builder:

• Navigate to Marketing Automation > Workflow Builder.

Create a New Workflow:

• Click Create Workflow.

Add Actions:

• Add triggers such as "Form Submission" or "Lead Status Change."

• Define actions that happen after the trigger, like sending an email, assigning points, or updating lead status.

Set Conditions:

• Add conditions (e.g., only send the email if the lead is in a certain segment).

Activate the Workflow:

• Once your workflow is complete, activate it and let the automation run.

8. Point & Stage Management

The point system lets you reward leads based on their interactions, while stages help categorize leads within your marketing funnel.

Steps to Manage Points:

1. Navigate to Point Management:

• Go to Marketing Automation > Points.

Create Point Actions:

• Define actions that add points, such as "Lead submits form" or "Lead clicks on a campaign link."

View Lead Points:

• Points are visible in the lead's profile, helping you identify high-engagement prospects.

Steps to Manage Stages:

1. Go to Stage Management:

• Navigate to Marketing Automation > Stages.

Create New Stages:

• Add stages like "New Lead," "Qualified Lead," "Customer," etc., to manage the lead journey.

Assign Leads to Stages:

• Leads will automatically be moved between stages based on workflows or point thresholds.

9. Reports

The Marketing Automation Module offers several reports to measure the effectiveness of your marketing efforts.

Available Reports:

• Campaign Report: Analyze performance metrics like open rate, click rate, and conversion rate for each campaign.

• Email/SMS Channel Reports: View stats on email/SMS delivery, open rates, and engagement.

• Lead and Point Reports: Track how many points leads accumulate and how they move through stages.

Accessing Reports:

1. Navigate to Marketing Automation > Reports.

2. Select the report you wish to view (e.g., Campaign, Email, SMS).

3. Use filters to customize the report data (e.g., by date, campaign, or audience segment).

4. Export Reports:

• Export reports in PDF or Excel format for sharing or deeper analysis.

10. Settings and Customization

You can configure the module's settings to align with your specific marketing strategy.

Key Settings:

1. Email Templates:

• Go to Settings > Email Templates to manage your email content.

SMS Templates:

• Set up and manage SMS templates from Settings > SMS Templates.

Form Customization:

Add custom CSS to forms for better branding and design