Contact management

• Contact monitoring – the principles of operation and the scope of collected data
• Monitoring contacts with external mailing system
• Contact card
• Contact state
• Contact status options
• Details – ways of adding and usage
• Dictionary details
• Displaying contact list
• Monitoring contacts with external mailing system
• Soft and hard bounces

Imports

• Preparing files for an import
• Import Contacts to SALESmanago from a CSV or XLSX file

Exports

• Exporting contacts
• Export external events

Contact manager

• Manage contacts: introduction
• Manage contacts: Add a note
• Manage contacts: Add/delete contact detail
• Manage contacts: Add/delete contact’s tag
• Manage contacts: Add/remove contact owner
• Manage contacts: change contact opt-in/opt-out phone state
• Manage contacts: Change contact opt-in/opt-out state
• Manage contacts: Change contact state
• Manage contacts: Generate coupon
• Manage contacts: Generate links
• Manage contacts: Identify sex
• Manage contacts: Run the rule
• Manage contacts: Sales stages
• Manage contacts: Set contact as valid/invalid
• Manage contacts: Set score
• Adding system tags
• Assigning and using tags
• Contact segmentation (tags)
• Managing consents in SALESmanago

Segment Contacts based on their personal data

• Predefined Contact segments and selectors
• Advanced email addressing options – Filtering
• Customer Segmentation Center
• Customer Segmentation Center – Add a new segment
• Customer Segmentation Center – List of segments
• Customer Segmentation Center – Saving segments

Audiences Pro

Gather declarative data and customer preferences

• Customer Preference Center | Collecting data
• Customer Preference Center | Creating a segment based on customer preferences
• Customer Preference Center | Dashboard and analytics
• Customer Preference Center | Data types
• Customer Preference Center | Data uses
• Customer Preference Center | Draft list
• Customer Preference Center | Implementation on your website
• Customer Preference Center | Key Information
• Customer Preference Center | Marketing uses
• Customer Preference Center | Recommendations in Web Push notifications
• Customer Preference Center Tour
• Customer Preference Center | Website recommendations
• Customer Preference Center | Wizard

Increase efficiency of Google Ads

• Social Media
• Integration with Google Ads
• Ad audiences: Facebook, Google Ads, TikTok
• Workflow Action: Add/Remove Contact in ad audience

Prioritize high-value customers using RFM segments

• RFM Marketing Automation action: add a custom audience
• RFM Marketing Automation action: add tag
• RFM Marketing Automation action: delete contacts from funnel
• RFM Marketing Automation action: send email
• RFM Marketing Automation Action: Send Web Push notification
• RFM Marketing Automation: add contacts to stage in funnel
• RFM Marketing Automation: charts
• RFM Marketing Automation: run rule
• RFM Marketing Automation: send SMS
• RFM Marketing Automation: settings

Analyze website visitors

• Segmentation Matrices
• Advanced Feature: Dynamic Matrices
• Archival segmentation using the AdHoc Rule
• Monitoring Code – integration
• Adding the Monitoring Code using Google Tag Manager
• Making sure your monitoring code works correctly
• How to add a monitoring code to WordPress
• How to add monitoring code to Joomla!

Audiences Ultimate

Maximize ROI from Meta and TikTok ads

• Social Media
• Integration with Facebook Ads
• Adding a Custom Audience
• Disconnecting or removing the SALESmanago integration with Facebook Ads
• Custom Audience Analytics
• How to move leads generated on Facebook to SALESmanago through LeadsBridge?

Use Loyalty Program to increase customer retention

• Contact card – Loyalty Program
• Create a Loyalty Program
• Loyalty Program Analytics

Create real-time dynamic segmentation

• Dynamic segments
• Dynamic segments
• Dynamic Segments | element: visit
• Dynamic segments | element: transactions
• Dynamic Segments | element: tag
• Dynamic Segments | element: contact details
• Dynamic segments | element: visit source
• Dynamic segments | element: transaction from source