Marketing Automation Solution

Campaign Board is a place to go to build a series of messages to take your audience on journey. The messages start with an initial message and from there are automated, based on set conditions being met.

If you want to send a single message as an individual or a broadcast, then the "Quick Send" process is there to make it quick and simple. However if you want to build a series of messages that flow on from each other, to enable you to qualify the recipients needs and wants through targeted links and actions, then Campaign Board is the tool to use.

Once you have created your campaign you have options for data input;

• We can import data from your systems automatically through Zapier.
• You can upload a CSV file of contact directly into your campaign.
• You can also use our free online contacts database, complete with customisable fields and either import the data into there, or manually enter it.

You can then either send the campaign manually or based on definable text in set fields, kick off any number of campaigns.

There is no additional charge for using Campaign Board, we simply charge for the messages we deliver.

• Create an initial message.
• Can be Email, SMS, Fax or a mix of them... more message types to come.
• Based on activity from the initial message, set other messages to automatically follow.
• Email
• A link has been clicked - set different associated messages for each link in your initial email
• The email was opened
• The email was not opened
• The email was delivered
• The email was not delivered
• SMS
• The SMS was delivered
• The SMS was not delivered
• An Inbound SMS was received
• Fax
• The Fax was delivered
• The Fax was not delivered
• An Inbound Fax was received
• Set conditional messages to go out based on the activities from other conditional messages... no limit.
• Initial message can be sent based on a list, or on a database entry.
• Automatically qualify leads by taking your audience on an automated journey.
• No extra charge for using Campaign Board. We only charge for the messages we deliver

If you already have a login with us, then you have access to campaign board. It's simple to use and very effective.

Simply create your initial message. Then "add an associated message" and set the condition to be met for the associated message to be sent. As you can start to see from the screenshot above, you can add as many associated messages as you like.

Sales Funnel Feature

To help you stay on top of how your campaign is going and make sure that you don’t miss an opportunity with your target audience, we have introduced the Sales Funnel Feature. Here you can set a sales funnel level for each message in your campaign. Then for each level you can configure the Sales Funnel to alert you by email, alert you by SMS or update a field in the contacts database.

Each of the alerts can be tailored to suit your needs so the alert has information that you need to take appropriate action. With the database field update, you can set up Zapier to automatically update your CRM so all avenues are covered off. You can set one or all three of these Sales Funnel alert options.

So, you can see at a glance how the campaign is going, there is a Sales Funnel that shows how many have reached each stage in your Sales Funnel.

Recurring messages

You can also set up Campaigns that recur. For example, SMS reminders to carry out a task that need to go out every day or every month. Even every hour. You can set these messages up so the campaign gets kicked off if a database field has a set value, or you can kick it off when you create the campaign.

Reporting

If you use the Campaign Board for sales activities, watch your leads qualify themselves. As they work their way down the chain of messages, reports come in and you can literally watch your leads qualify themselves.Using the Sales Funnel feature we can even alert you, with the lead’s details, as they progress through your campaign. That way you never miss a qualified lead.

Database

With your login to our website you have access to our online CRM for FREE. The "contacts" option gives you an address book. You can even create your own database fields as well as use the online tools to work your leads.

We can set up processes to automatically import your leads into your contacts, which can in turn automatically kick off conditional messages.

Example: As leads come in from social media marketing, they get imported into the online address book using the custom database fields. This could be done automatically through Zapier. As soon as an entry is imported that has "Google" or Facebook" in the social media custom database field, a set of email messages is triggered to further qualify the lead. The sales funnel feature can be set up to notify you when you know the lead is genuinely interested and has intent through the reporting, you can then take appropriate action.