Marketing
Customer outreach, email campaigns, segmentation, templates, and performance tracking.
Marketing
Campaign management, customer segmentation, email templates, AI content generation, and analytics
Introduction to Marketing
Comprehensive marketing tools for customer outreach, engagement tracking, and campaign management.
Marketing Tools: Email and SMS Campaigns with AI Content Creation and Smart Segments
Use PortaPro customer and service data to target campaign recipients, generate draft content with AI, and send or schedule email/SMS campaigns without exporting lists.
Marketing Dashboard
Central hub for all marketing activities with campaigns, segments, templates, and performance metrics.
Creating Marketing Campaigns
Step-by-step campaign creation wizard for targeted email campaigns with custom or templated content.
Customer Segments
Build targeted customer groups based on characteristics, behaviors, and service history for focused campaigns.
Email Templates
Reusable professional email designs organized by category for consistent branding and efficient campaigns.
AI-Powered Email Generation
Generate personalized, professional email content quickly with AI assistance and customizable tone options.
Campaign Scheduling & Automation
Schedule campaigns for optimal delivery times with automated processing and status tracking.
Campaign Analytics & Tracking
Detailed performance tracking with open rates, click rates, engagement timelines, and recipient activity.
Troubleshooting Marketing
Common marketing issues and solutions including campaign delivery, open rates, bounces, and segmentation.