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Marketing Automation

Handle personalized campaigns by segmenting contacts and increase ROI & retention.

  1. Campaigns:

    • A Campaign is a comprehensive implementation of a sales strategy aimed at promoting a product or service.
    • It targets a specific market segment within a particular geographical area to achieve predefined objectives.
    • To access Campaigns in Xcode ERP, follow this path:
      • Home > CRM > Campaign > Campaign
    • Within a campaign, you can:
      • Define the target audience.
      • Set campaign goals (e.g., lead generation, brand awareness).
      • Plan marketing activities (email campaigns, social media promotions, etc.).
  2. Lead Generation and Nurturing:

    • Xcode’s marketing automation capabilities extend beyond email campaigns.
    • The software offers tools for capturing, qualifying, and nurturing leads effectively.
    • Integrated web forms and landing pages allow you to capture leads directly into the system.
    • Key features include:
      • Lead scoring: Assign scores to leads based on their behavior and engagement.
      • Drip campaigns: Automate follow-up emails to nurture leads over time.
      • Segmentation: Categorize contacts based on criteria (e.g., demographics, behavior).
      • Personalization: Tailor messages to individual leads for better engagement.
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