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Leveraging Your Relationships Through Automation

Adding new revenues without disrupting existing ones

The idea of adding new revenues or services to your current offering is not revolutionary. Doing it profitably while not disrupting the revenue streams you have built is complicated. The first step is to automate your reach into your existing clients. Our process doesn't stop there nor should yours. Take a tour of the key features below.

database integration

At the heart of your marketing automation is your contact database. Whether your contacts currently reside in your CRM, some homegrown system, or even in Excel, your first step towards improved marketing effectiveness is to upload your prospects and customers into your robust contact repository. Upload from a CSV, or pull directly from your CRM. Then, as required, create an unlimited number of custom fields, and configure de-duplication rules to maintain the integrity of your data.

As your marketing programs and campaigns unfold, your contacts' behavior will be stored and made available to you as a means of refining your ongoing communication. That means your marketing will get smarter as you go along, and your results will improve.

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Plan your multi-touch, multi-channel campaigns

Our platform allows you to architect various campaign workflows, whether they be simple outbound email campaigns or something highly sophisticated. First, you'll plan your programs and campaigns using an intuitive drag-and-drop canvas, enabling you to create a visual representation of your marketing workflow. Then, start from scratch with a blank canvas, or get a quick start using a campaign template.

Next, you'll design your programs and campaigns in collaboration with other users and manage role-based permissions to control viewing and editing privileges. Finally, using the campaign canvas, you'll configure all aspects of the multi-channel campaign, including defining your target audience segmentation criteria, as well as each of the involved media.

Configure your 

media touches

As you configure your media, you'll notice that they're all managed through similar interfaces, which means once you learn how to use one form of media, learning others is a snap. In addition, all media allow you to use full personalization, allowing highly targeted and personalized communications. Finally, as you work on your media, you'll be able to store and manage your digital assets (like HTML, images, and more) for easy reference within any campaign element.


You'll create your campaigns using:


EMAIL: Send scheduled outbound HTML & text emails.

SMS: Send scheduled SMS text messages from a shared shortcode.

SOCIAL MEDIA (Twitter): Send scheduled Tweets or fully personalized direct messages to a group of followers.

DIRECT MAIL: Create export-ready files for print with full personalization, QR codes, and personalized URLs.

MICROSITES: Create an unlimited number of personalized pages, forms, and mobile-ready sites.


Go beyond just personalization, version messages, offers, and calls-to-action by creating powerful business rules that are usable across your campaigns and all their media. Pretty cool, huh?

Launch! (And don't forget to turn on the autopilot.)

When you're ready, execute your programs by setting schedules, and automating your follow-up, drip, and nurture sequences using a variety of powerful mechanisms, including:

  • Triggers: Monitor a variety of events to trigger any number of outbound media or follow-up activities.
  • Goals: Set, track, and act on conversion points, for use in reports and other performance measurements.
  • Scoring: Add or subtract contact scores based on activities (events) performed by contacts within your marketing program.

You'll use these marketing automation features to enable your programs and campaigns to keep working for you, even while you're asleep! If at any time you want to check up on what's going on, you can use your program calendar to keep track of all media activities – just click publish, sit back, and let the automation do the work for you.

Measure and Improve Marketing Performance

Keep your finger on the pulse of your programs' performance by measuring all aspects of your campaigns. View standard reports for all multi-channel elements, including email, SMS, direct mail, Twitter, and microsites. Drill down to details showing contact activity history across all marketing programs, campaigns, and elements.

Use visual analytics to slice-and-dice campaign performance, uncovering patterns that will make you look like a genius. Or better yet, share the reports with your clients, simply by clicking a button and sending an email.

Performance and investment reports and magnifying glass on wooden surface
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Set Your Developers Free

If you're lucky enough to know a developer or two, or if you're one yourself, you'll soon become friends with the platform's RESTful APIs. You can create, manage, and report campaign activity, as well as methods that give you the ability to create your own extension modules, yielding flexibility to customize the platform's behavior.

You'll also meet the Marketing Application Markup Language (MAML). MAML is a special form of Extensible Markup Language (XML), in which you can describe each aspect of a marketing workflow, including media like email, SMS, and landing pages, as well as the content and personalization required by each Element. MAML is fed to the Marketing Engine for Program execution.

Think of it as a smart, self-described document that holds not only the marketing content but also instructions for how campaign respondents interact with each Element. This provides greater automation, speed, cost efficiency, and ease of use. MAML-enabled systems can interface with other systems such as print workflow management, CRM software, and web-to-print.

Our Partners
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Our Process

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We start with a simple conversation. A seasoned professional visits with you about your sales and marketing goals, and assesses your current efforts before developing a strategy that makes sense for your business and budget.

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As a client, you're assigned a dedicated rep and project manager who map out your next steps. This stage includes meeting with your sales and marketing team, onboarding them to our solutions, and answering any questions.

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This is where the rubber meets the road. We implement your marketing strategies, create and launch new campaigns, establish additional streams of revenue, watch the leads roll in, and help you gain quantifiable results. 

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We consider your success our success, so our team works closely with you to measure results, refine campaigns, and continually look for additional areas of opportunity so you see a steady stream of leads and continued growth.

Ready to Amplify Your Business?