Companies and campaigns

Why

The region tells you who is there; you also need to know where you stand with the ones you have touched.

What

Companies lists every company you track, and Campaigns holds short email sequences to their contacts.

How

Open /app/inspect/companies, select companies and act on them, or add them to a campaign in /app/inspect/campaigns.

Companies

A company is tracked once it is on a list, its profile is open, you hold a contact, you logged an activity, it has an engagement or it is in a campaign. Columns: status, owner, next action, what you hold, campaign, customer and last activity.

• Row actions: Open the company, Add to a list, Add to a campaign, Log an activity and Convert to customer.
• Select several rows to Add to a list, Add to a campaign or Set the owner in one go.
• Filter by status, owner, region, list, campaign, opened, contacts and customer.

Convert to customer

Convert to customer creates one customer record from the profile's name, website, email domain, trading address and company number, and copies your stored contacts that have an email. Evidence never becomes a customer field, and pressing it twice changes nothing.

Campaigns

1. 1
   Step 1.

   Press New campaign, name it, choose the inbox under Sends from and, if you have one, a list.

2. 2
   Step 2.

   In Setup, choose what to Lead with from your offering map and the sending hours. An admin sets the pace per day.

3. 3
   Step 3.

   In Steps, add each email with its delay, subject and message. Merge fields fill each one from the company and the contact.

4. 4
   Step 4.

   In Members, add from a list or from a selection in Companies, then press Start.

A reply stops the sequence for that person, always. A member whose company needs consent under PECR, or whose address is suppressed, is shown as refused and never written to.