SALESmanago Marketing Automation
Salesmanago

All features list


The SALESmanago system features over 650 solutions for marketers dealing in any business, on any market. Learn about all of its capabilities. If you are ready for an adventure with marketing automation but feel a bit lost, get in touch! We will guide you through the process of implementing priority solutions.

Digital Body Language

Identification and monitoring of the contacts behaviour on your website

  • Analysis of the website traffic in real time
  • Identification of the contacts visiting the website
  • Monitoring of visited URL addresses
  • Analysis of time spent on subpages
  • Identification of sources of the website entries
  • Identification of search phrases entered by contact
  • Reports about any events on the website
  • Creating completed behavioral profile of a contact
  • Monitoring of viewed products on the websites
  • Monitoring of buttons clicks that not change the URL
  • Monitoring of interaction with forms and calculators
  • Identification of devices used to browse the website
  • Identification of the most popular operating systems used to browse the website
  • Identification of the most popular browsers used by contacts

Monitoring of behaviour in social media

  • Monitoring of the number of "likes" on the website
  • Monitoring of comments on the website
  • Monitoring of messages sent from the website
  • Automation of the contacts reaction (Facebook activity)

Identification of companies visiting your website

  • Recognition of companies visiting the website
  • Monitoring of visited URL addresses
  • Identification of sources through which companies enter the website
  • Identification of phrases through which companies enter the website
  • Analysis of time spent on the website
  • Geolocation of companies visiting your website

Monitoring of the contacts behaviour in mobile app (APPmanago)

  • Monitoring of behavior in the mobile app
  • Monitoring of the features and modules usage in the mobile app
  • Analysis of time spent in the mobile app
  • Analysis of the time of the features and modules usage in the mobile app

Video Body Language Monitoring

Registration of the events related to Youtube player

  • Monitoring of the events related to Youtube player such as:
    - loading of the player
    - starting the video
    - pausing the video
    - stopping the video altogether
  • Monitoring of the events related to Vimeo player such as:
    - loading of the player
    - starting the video
    - pausing the video
    - stopping the video altogether
  • Campaign automation according to the contacts audiovisual preferences
  • Personalisation of the content related to the played video

Contacts Management (CRM)

360 degree customer view

  • Demographic and contact data
  • Behavioural data
  • Transaction data
  • Contact data collected via Live Chat
  • Possibility of personalizing the main dashboard on the contact card
  • List of the consents confirmed by a contact
  • Contact segmentation
  • General scoring (metrics of contacts engagement and activity)
  • History of communication with contact - list of sent emails
  • History of communication with contact - list of sent SMS
  • History of communication with contact - list of sent Web Push notifications
  • Monitoring of the contacts flow through marketing campaigns and sales funnels
  • History of incoming and outgoing correspondence with sales team
  • Hourly and daily contacts activity (visits, emails, external events)
  • Analysis of the devices commonly used by the contact
  • Analysis of the operating systems commonly used by the contact
  • Analysis of contact's activity within different browsers
  • AI product recommendations based on the machine learning
  • AI product recommendations based on the machine learning: behavior and purchase analysis
  • Analysis of responses to received messages
  • Analysis of contacts reaction on the displayed web push notification
  • Analysis of materials downloaded from website
  • Archiving of contact's activity
  • Source of contact acquisition
  • Manual activation of automation rules
  • Record of information gained from external systems
  • Assigning contact to a particular company (with position)
  • Opt-in / opt-out history
  • Detailed information about contact (as note or details on contacts card)
  • Analysis of users path in mobile application
  • Analysis of the first use mobile application
  • Analysis of the functions and modules uses in mobile application
  • Analysis of the users response to receive push notifications
  • Analysis of external events form mobile application

Contacts segmentation

  • Segmentation based on a behavior profile
  • Segmentation based on transaction data
  • Segmentation based on interests (subpages visited) in real time
  • Segmentation based on interests (subpages visited) in the past
  • Segmentation with tags
  • Segmentation based on a general scoring
  • Segmentation based on tag scoring
  • Segmentation based on age
  • Segmentation based on sex
  • Segmentation based on language
  • Segmentation based on email domain
  • Segmentation based on the type of device
  • Segmentation based on a operating system
  • Segmentation based on internet browser
  • Segmentation based on state: prospect, partners, client, other
  • Segmentation based on received emails
  • Segmentation based on an interaction with received emails
  • Segmentation of contacts which agreed to receive web push notifications
  • Segmentation of contacts which confirmed any kind of consent
  • Segmentation based on agreement to receive commercial information for marketing purposes:
    - registration (opt-in)
    - confirmation (double opt-in)
    - resignation (opt-out)
  • Segmentation based on Facebook activity on the website
  • Segmentation based on purchase readiness (identification of hot leads)
  • Revenue Performance Management (dynamic segmentation)
    - segmentation based on increase of purchases value
    - segmentation based on decrease of purchases value
  • RFM Marketing Automation (Recency Frequency Monetory)
    - segmentation based on the time from the last purchase
    - segmentation based on the freuency of the made purchases
    - segmentation based on the monetory value of the purchases
  • Segmentation based on a geolocation of mobile application user (detailed choice of residence area of user)
  • Segmentation based on language of mobile application usage
  • Segmentation based on the first use of mobile application
  • Segmentation based on a frequency of mobile application
  • Contacts segmentation based on the time of mobile application usage
  • Contacts segmentation based on features or modules of mobile application usage
  • Contacts segmentation based on the time spent in a mobile application module
  • Contacts segmentation based on external events from mobile application

Lead Scoring

  • Hot leads - list of the best business contacts
  • Database contacts chart (lifetime scoring)
  • Scoring of contacts on funnel stages
  • Scoring of contacts in particular segments
  • Scoring of segments for particular contacts
  • Engagement Index for each contact
  • Analysis of the growth rate of scoring for a contact

Data migration

  • Import of contacts with detailed data
  • Import of companies with detailed data
  • Managing data import from the level of Calendar
  • Export of contacts with detailed data
  • Export of companies with detailed data
  • Managing data export from the level of Calendar
  • Export the data according to contact groups that received particular number of scoring points:
    - potential customers
    - customers
    - partners
    - social events
    - anonymous

Automatic reports

  • Weekly report on contacts visiting the website
  • Weekly report on companies visiting the website
  • Report of conducted contacts import
  • Monthly report about usage of the system features

Sales Management
  • Lead management
  • Creating sales funnels
  • Managing an assigned group of contacts by sellers
  • Managing the contacts flow within the funnel with the Drag&Drop method
  • Quick contact searching and adding
  • Filtering of contacts in a funnel according to a specific criteria
  • Quick access to a contact card in a funnel
  • Complete overview on the sales data in one place
  • Assigning notes to the contact
  • Assigning tasks to the contact
  • Adding tasks to Google Calendar
  • Preview of transaction and bahaviour contact data
  • Quick actions - simple way to trigger automation rules on the contact card
  • Easy way to add the contact to sales funnel on the contact card
  • Adding contacts on the stage of the sales funnel from the level of RFM Marketing Automation
  • Automatically adding contacts on the stages of the funnels with the help of workflow
  • Automatic leads assignment to salesmen
  • Seller's scope of accessibility to a contact database
  • Sales team activity alerts
  • Sales team work analytics
  • Reports of sales team work
  • Lead Routing analytics
  • Notifications and sales alerts:
    - hot leads alerts
    - key accounts visits alert
    - high scoring contact alerts
    - complied action alerts
    - contacts low activity alerts
    - customized lead alerts
    - emergency alerts (abandoned cart)
    - automatic notification of contacts interested in offer
    - automatic notification when contact buy something

Email Marketing

Creation of email marketing campaign

  • Simple wizard for emails and newsletters creation and sending
  • Creating emails in Drag & Drop Email Designer
  • Possibility to choose simple or advanced email creator
  • Possibility to create emails confirming subscription
  • Creating emails in the abandoned shopping cart wizard
  • Creating dynamic emails with the product scenarios
  • Creating dynamic emails in the dynamic email wizard
  • Product frame for creating dynamic emails and emails with the abandoned cart in Drag&Drop Email Designer
  • Frame with a product to choose in Drag&Drop Email Designer
  • Gallery of products from your shop
  • Responsive templates and emails structure
  • Possibility to generate an HTML code directly from our email designer
  • Access to all image files from the main gallery
  • Library of prepared layouts and newsletter templates
  • Creating emails in html editor
  • Importing your own templates (ZIP format)
  • Importing your own templates (from URL)
  • Test emails
  • Spam test
  • Emailing lists creation
  • Creating different emails account with your own domain (email marketing account)
  • Integrating your own email account
  • Integrating with sales team email accounts
  • Possibility of adding Gmail Markup to an email subject:
    - redirecting the user to the website of your choice without the necessity of opening an email
    - adding your own text on the button
    - change of contact status to monitored after clicking the button
    - including clicks on the button in the open rate

Advanced options of addressing messages

  • Sending emails and newsletters to the groups of addresses, defined by:
    - groups
    - segments
    - the variety of contacts filtering
  • Sending emails to the contacts defined by the segment of the RFM reportd
  • Sending emails to a individual contact
  • Planning the sending of a emails on a specific date and time
  • Automatic delivery time adjustment to an individual activity based on:
    - hourly activity
    - daily activity
    - hourly / daily activity
  • The limit of emails sent to a given contact in a specified time period

Types of email marketing campaigns

  • Emails and newsletters
  • Individual emails
  • 1-to-1 emails after customer's visit to the webiste
  • Emails with abandoned cart
  • Sending emails with the products last viewed by the contact
  • Sending emails with the products last clicked by the contact
  • Sending emails with the AI recommendations
  • Periodic emails
  • Birthday emails
  • Emails with coupons
  • Possibility to manage email campaigns from the level of Calendar
  • A/B sent emails test with analytics
  • Send email automatically - as the answer for defined previously contact's activity (autoresponder)
  • Lead nurturing
  • Drip marketing campaign
  • Questionnaires with reporting

Personalization of messages

  • Emails with personalized eCommerce offer
  • Emails with the customized AI recommedations
  • Emails with recently viewed products
  • Emails with products from the abandoned cart
  • Emails with products to choose by oneself in the gallery of products
  • Emails with personalized static offer
  • Emails with personalized text content
  • Emails with personalized banners
  • Emails with automated content based on RSS
  • Periodic emails with automated content based on XML
  • Periodic emails according to the date saved as a detail on the contact card, for e.g. birthday of the child
  • Personalization based on clients demographic data
  • Personalisation based on the transaction data from the RFM analytics
  • Personalization based on the data acquired from Live Chat
  • Personalization based on conditional expression
  • Email subject and content personalization

Sent messages analytics

  • Open rate and click through rate reports
  • Detailed analysis of links clicked in sent emails
  • Hourly analysis of contacts opening, clicking and engagement emails activity
  • Identification of soft bounces and hard bounces
  • Registration of the spam reports
  • Analytics of the most popular domains of the sent emails
  • Analalytics of the most used devices
  • Analytics of the most popular operating systems
  • Analytics of the most popular browsers
  • Definition of the suitable time to deliver emails for individual contact
  • Data export from emails analytics
  • The opportunity to get automatically report after the email has been send
  • Analytics of transaction made by contacts after receiving emails
  • Report of the website engagement following email campaigns
  • Behavioral analysis before and after email campaigns
  • The collective sent emailings analytics
  • Sent emails contacts segmentation based on the highest OR and CTR
  • Monitoring of email deliverability
  • Tracking customer correspondence from your own email account

Dedicated solutions

  • Dedicated email IP address
  • Reputation servers management
  • Option to keep your own server with maintenance

Mobile Marketing

Mobile Marketing Automation (APPmanago)

  • Automation of communication with a mobile application user
  • Push notifications as in-app
  • Notification wizard inApp:
    - creating text and graphic notifications
    - full graphic and textual editing
    - possibility of sending additional payload
    - possibility of choosing actions for buttons (close inApp, deep link, copy voucher code or your own action)
  • Access to the general gallery
  • Push notifications as URL type
  • Push notifications in the form of a dialogue ( as yes / no form)
  • Push notifications as text type
  • Personalisation of the push notifications
  • Push notification send to a user while adding the user to a dynamic segment
  • Planning the date of push notification (day / month / year and hour)
  • Analysis of the effectiveness and impact of push notification for further users activity
  • A/B tests for push notifications
    - possibility of dividing the group of recipients into two for comparing the effectiveness
  • Analytics of the contacts flow inside mobile application
  • Automation of marketing activities in mobile application
  • Dynamic segmentation of mobile application users
  • Sending emails to mobile application users
  • Integration with push notification account - Google Cloud Messaging (GCM)
  • Integration with push notification account - Apple Push Notification Service (APNS)
  • Full integration with SALESmanago Marketing Automation

SMS marketing

  • Creating SMS templates
  • Sending SMS to the groups of addresses, defined by: - groups - segments - the variety of contacts filtering
  • Send birthday SMS
  • Send SMS automatically - as the answer for defined previously contact's activity
  • Sending SMS to the contacts from the segment in RFM Marketing Automation
  • Sent SMS analytics

SALESmanago Mobile Aplication

  • Mobile application SALESmanago for Android
  • Mobile application SALESmanago for IOS
  • Easy access to the most important data regarding your marketing processes
  • Access to the following panels from the main screen
    - start
    - potencial clients
    - clients
    - partners
    - B2B visits
    - social events
  • Start panel allows to
    - check the general number of the contacts in the database
    - check the number of monitored contacts in the system
    - have an access to the active contacts in the system
    - have an access to the number of the emails sent from the last 30 days
    - search for the contact in the system and go to the contact card
  • Possibility to segment contacts from the main screen
    - contacts segmentation in the specific time range
    - contacts segmentation according to the engagement
    - advances segmentation of the active contacts in the specific time range
  • Social Events panel allows to
    - display occured social events
    - monitore the likes and comments
    - monitore the information about the messages sent via Messenger
  • Contact card review
    - possibility to check the tasks assigned to the contact
    - possibility to add or delete tags from the contact card
    - possibility to add or delete notes to the contact
    - possibility to add or delete tasks from the contact card
    - possibility to assign contacts to the stage of the sales funnel
  • CRM panel in the mobile application
    - quick access to the amount of contacts in the database
    - possibility to check new added contacts
    - access to the information regarding the monitored contacts
    - information about the active contacts
    - gaining information about the number of contacts in the defined period of time
    - fast access to the list of contacts ready to make a purchase
    - abiity to check the list of tasks to be done with the information about the date of their creation
  • Email Marketing panel in the mobile application
    - allows to systematically check the OR and CTR analytics
    - displays data about the click to open rate (CTOR)
    - allows to preview the amount of sent emails
    - presents an analytics in the specific period of time
    - detailed sent emailing analytics
  • Supporting the work of the sales department by the ability to react immidiately on contacts behaviour
  • Ability to manage contacts defined as clients, potential clients or partners

Website Marketing

Content website personalization

  • Intuitive wizard for text and graphic blocks personalization creation
  • Custom modification (tailored for particular customer)
  • Product blocks (eCommerce recommendations)
  • Text and graphic blocks personalization (personalized banners)
  • Content personalization (using own graphic element)
  • Content personalization based on XML
  • Content personalization (using coupons)
  • Intelligent product recommendation on the website
    - recommendation frame
    - pop-up
  • Dynamic content generation:
    - segment or group to which particular contact belongs
    - sales funnel stage of particular contact
    - current behavioral profile
    - historical behavioral profile
    - transaction profile
    - combined behavioral and transaction profile
  • Personalization for contact currently logged in or not logged in on the website
  • A/B/X tests of personalized banners with analytics
  • A/B/X tests of recommendation frames with analytics
  • Analytics of the displays and clicks of personalizated elements
  • Transaction analytics after the personalized elements clicked

Lead generation and conversion of anonymous contacts

  • Creating form in drag&drop creator
  • Creating form in html editor
  • Importing your own form templates
  • Drag & drop landing page creator
  • Pop up Express creator:
    - access to ready-made form templates
    - possibility to customize colors in the form
    - sending an email confirming the subscription from the creator
    - automatic segmentation of contacts after a contact fills in the form
    - possibility to display exit pop up
    - possibility to add any amount of consents to the form
  • Responsive landing page
  • Contact forms
  • Ability to add contact forms on Facebook
  • Forms of the downloaded educational materials
  • Forms of the downloaded coupons
  • Event form and registration process management
  • Displaying progressive forms based on the contact information we already have
  • Acquiring contact data by means of forms displayed during the conversation on Live Chat
  • Event form and registration process management
  • iFrame wizard - Form Express
    - access to ready-made form templates
    - possibility to add input fields and customize colors in the form
    - adjusting the settings of confirmation email in the wizard
    - automatic contact segmentation after subscription and confirmation of subscription
    - generating the responsive code to paste in the source of the website
    - automatic adjustment of the form to the website parameters
    - possibility to add any amount of consents to the form
  • Setting up a contact form as a sidebar:
    - from any side of the website
    - with the default expanded option
    - displayed for anonymous contacts only
    - displayed for anonymous and identified contacts
    - displayed for the contacts which generated a specified number of visits or views of the webiste
    - possibility to add any amount of consents to the form
  • Setting up a contact form as pop-up:
    - displayed with a time delay
    - displayed in the defined time interval
    - displayed as an exit pop-up
    - displayed for anonymous contacts only
    - displayed for anonymous and identified contacts
    - displayed for the contacts which generated a specified number of visits or views of the webiste
    - displayed on defined websites
    - simple implementation to add the pop-up on the webiste
    - defining the width of the browser window, where the pop-up will be displayed
  • The possibility to create and personalize emails sent to contact to confirm subscription
  • Contact forms lead generation analytics
  • A/B/X tests of contact forms with analytics
  • A/B/X tests of landing page with analytics
  • Getting email addresses of mobile application users

Web push & Rich Web Push

  • Web push notifications along with the analytics:
    - possibility to implement the agreement form to diplay the web push notifications
    - possibility to create one agreement form of web push and rich web push notifications
    - possibility to create and send web push notifications for the anonymous contacts
    - possibility to create and send web push notifications for the identified contacts in the system
    - segmentation of identified contact that agreed to receive notifications
    - display and click analytics of the agreement form
    - analytics of the number of recipients, displays and clicks of the web push notifications
    - access to the list of identified contacts, that clicked on the web push notification
  • Automatic change of contact status from opt-out to opt-in
  • Possibility to send Web Push and Rich Web Push notification by Automation Rules
  • Possibility to send Web Push and Rich Web Push notification by Workflow
  • Possibility to send Web Push and Rich Web Push notification by RFM Marketing Automation
  • Possibility of send a dynamic Web Push and Rich Web Push by Automation Rules

Live Chat

  • Chat creation:
    - setting a default consultant
    - possibility to choose colours and fonts on every chat window
    - possibility to switch on notification sounds
    - possibility to customize the shape of chat windows
    - possibility to choose an email address where the notification of messages left will be directed to
    - possibility to display a contact form in the beginning of the conversation
    - choosing the type of information on the contact form
    - possibility to add a consent to the form
    - possibility to launch product recommendations in the chat
    - segmentation of the contacts acquired by Live Chat
    - the language of the chat is automatically adjusted to the language of the browser (Live Chat languages available: Polish, English, German, Russian, Dutch, Spanish, Portuguese, Swedish, Czech, Japanese, Hungarian, Italian, Lithuanian, Finnish, Romanian, Bulgarian, Albanian)
  • Easy adding of the chat on the website:
    - adding a chat on the website by inserting a monitoring code
    - possibility to define a URL addresses on which the chat will be displayed
  • Chat management on the consultant panel:
    - access to the chat for unlimited number of consultants
    - separate preview of awaiting, active and finished conversations
    - possibility of switching the consultant's mode from active to invisible
    - sending images in the chat window
    - access to the contact data during the conversation
    - direct access to the gallery of products from your shop in the chat window
    - archiving of conversations with customers
  • Data acquisition during a chat conversation:

    - acquiring data by means of a progressive form
    - contact form display in the beginning of the conversation
    - automatic sending of the contact data to the system
    - display of the contact form when the consultant is offline
    - automatic segmentation of contacts acquired from the Live Chat
    - adding a summary of the conversation directly to the contact card
    - automatic alert activation during the conversation in real time
  • Access to a contact profile on the consultant panel and display of the contact data:
    - basic information (name, surname etc.)
    - contact details (email address and telephone number)
    - information about a contact activity defined by means of scoring points
    - information about the emails sent to a contact
    - possibility to assign tasks to contacts on a mini contact card available in the chat window
    - preview of notes left on a contact card and possibility to add new information in real time
    - history of recently viewed products and the possibility of sending them to the customer during the conversation on the chat
  • Live Chat Analytics:
    - possibility to generate statistics for consultants and chats created in the system
    - possibility for customers to evaluate the conversation after it finishes
    - preview of customer satisfaction rate
    - estimating the average time of starting the conversation
    - estimating the average time of response during the conversation
    - estimating the number of rejected conversations
    - statistics of generated leads in proportion to the contact form display
    - list of URLs with the highest number of conversations started
    - access to the list of contacts generated through Live Chat

Social Media

Publications in Social Media

  • Publish posts on Facebook
    - possibility to publish posts on Facebook directly from the system
    - analysis of the likes, reposts and left comments for the specific publications
    - analysis of the likes, repostsand left comment in the time range
    - available statystics of the reach amount in the period of time
  • Publish tweets on Twitter
    - manage post publications directly from the system
    - analytics of the number of likes and reposts
  • Ability to integrate any number of Facebook and Twitter accouts
  • Ability to schedule post publication on Facebook or Twitter

Automatic Sales Chat - era of an artificial intelligence

  • Supporting the work of the Customer Service with the help of the Facebook Bot
    - integration with the Facebook Messenger
    - possibility to activate automatic replies to the contacts questions
    - customize the response according to the contacts needs
    - automatic selection and diplaying products from the online store
  • Setting up any amount of the Bot work scenarios
  • Implementation of the eCommerce elements
    - minimum price
    - maximum price
    - product category
    - product name
    - product description
    - product color
    - display products
    - products - branching
  • Possibility to run a test of the Bot work scenario
  • Possibility to create scenarios of the conversations in the different languages

Facebook Ads Integration

  • Thanks to the integration SALESmanago with Facebook Ads the extension of the automation and communication processes with contacts is now possible:
    - create automation process connected to the post boosting for a particular group of contacts
    - create automation process connected to the ad displaying for defined groups of contact.
    - create automation process to enlarge conversion on the promoted website
  • Facebook Custom Audience Automation
  • Custom Audience simple creator
  • Adding contacts to / or deleting contacts from Custom Audience based on:
    - groups
    - segments
    - the variety of contacts filtering
  • Adding automatically contacts to / or deleting contacts from Custom Audience based on:
    - subpages visited
    - tags assigned
    - stage in a sales funnel
    - contact's reaction for received message
    - transactions data
    - behavioral data
    - external events e.g. contact with the call center
  • Targeting Facebook campaigns for contacts based on Custom Audience created on system
  • Integration with the already existing Facebook ad account
  • Wizard for creating and targeting Facebook campaigns
  • Facebook campaigns – boost your posts
    - choose fanpage for promotions
    - choose the add account for promoting
    - set the add budget
    - advanced defying the time of displaying adds
    - choose post extracted automatically from fanpages and use them for promotions
  • Facebook campaigns - send people to your website
    - provide the URL address for promotions
    - choose the add account for promoting
    - choose Facebook pixel
    - set the add budget
    - advanced defying the time of displaying adds
    - create add easily
    - preview created add
  • Facebook campaigns - increase conversions on your website
    - provide the URL address for promotions
    - choose the add account for promoting
    - choose Facebook pixel
    - choose conversion event
    - set the add budget
    - advanced defying the time of displaying adds
    - create add easily
    - preview created add
  • Contacts transferred to Custom Audiences Analytics
  • Conducted campaigns on Facebook Analytics

Facebook lead generation

  • Creating lead ads Facebook application
  • Adding contact forms on Facebook
  • Integration with the external creating and targeting lead ads software and automatic transfer of newly acquired contacts

Ad Remarketing
  • Anonymous Marketing Automation in RTB Advertising Networks
  • RTB Advertising Networks Integration
  • RTB Advertising Networks Personalization

Marketing Automation Processes

Automation processes

  • Expanded automation rules panel
  • Rule management on the list of automation rules
  • Triggering group actions for the selected group of automation rules
  • Advanced filtering on the list of automation rules
  • Managing work with the rules with the help of the rules descriptions
  • Defining multistage automation processes in real time
  • Defining events activating automation rules in real time
  • Defining obligatory conditions for automation rule activation
  • Defining complex actions with rules being fulfilled (or not) set in the rule conditions (action if yes/ if not)
  • Automation processes for events when not met by contacts
  • Automation processes based on behaviour data
  • Automation processes based on transacion data
  • Automatisation based on the segment in RFM Mareking Automation
  • Automation processes based on a contact segmentation
  • Automation process based on the contact data acquired during the conversation with a consultant on Live Chat
  • Automatic alerts sent to users
  • Types of events that trigger automation rules:
    - contact visited url
    - contact came from the phrase
    - contact came from the source
    - contact has entered the beacon zone
    - contact clicked on a link in the email
    - contact opened email
    - contact opened any email
    - email received from contact
    - email sent through proxy
    - SMS has been delivered
    - contact responded to SMS
    - contact was tagged with
    - tag scoring reached
    - contact scoring reached
    - contact scoring exceeded
    - contact reached the scoring in the stage of the funnel
    - contact has been opted in
    - contact has been opted out
    - contact has been added to the system
    - contact has been readded to the system
    - contact has been added to the stage in the funnel
    - new contact detail
    - modified contact detail
    - task finalized
    - contact filled in zip code
    - contact has new main owner/co-owner
    - new external event occurred
    - external event has been modified
    - social event occurred
    - contact RFM segment change
    - added note to contact
    - birthday email was sent
    - contact clicked on banner
    - contact clicked on banner from the group
    - consent assigned to contact
  • Types of conditions that are used in automation rules:
    - contact visited url
    - contact came from the phrase
    - contact came from the source
    - contact clicked on a link in the email
    - contact opened email
    - email received from contact
    - contact received given amount of emails
    - contact opened the email sent through proxy
    - SMS has been delivered
    - contact responded to SMS
    - contact is tagged with
    - contact scoring reached
    - contact scoring exceeded
    - tag scoring reached
    - contact reached the scoring in the stage of the funnel
    - contact is on the stage in the funnel
    - contact has been opted out
    - contact has a detail
    - contact has a main owner/ co-owner
    - contact state
    - contact has main owner in users group
    - contact has note
    - new external event occurred
    - mobile contact is in dynamic segment (APPmanago)
    - social event occurred
    - parcel delivery via Paczkomaty
    - contact is in RFM segment
    - date from a detail
  • Types of actions that are used in automation rules:
    - send email to a contact
    - send alert to user
    - send SMS to the contact
    - send Web Push notification
    - send notification to a contact (APPmanago)
    - add tag to a contact
    - delete tags
    - add scoring to tag
    - add scoring to a contact
    - opt in contact
    - opt out contact
    - set scoring
    - add a contact to stage in the funnel
    - delete contact from funnel
    - change the contact's status
    - add note
    - add task for the user
    - add/change contact detail
    - set main owner/ co-owner
    - add/delete contact in the group Custom Audiences
    - identity sex
    - draw new owner from users group
    - generate a coupon for a contact
    - run another automation rule
    - display banner
    - send to Zapier
    - send email after abandoned cart
    - send email with last viewed products
    - send information about executed rule
    - send email with product recommendation
  • Automation rules activity analytics
  • Automation emails analytics
  • Automation SMS analytics
  • Automation VMS analytics
  • Transaction analytics based on external events
  • RFM Marketing Automation module:
    - advanced analytics of the contacts transactional data
    - segmentation according to the time since the last purchase
    - segmentation according to the frequency of purchases
    - segmentation according to the monetory value of the purchases
    - compare details about the clients and presenting data about the number of contacts on the specific matrices
    - matrices of comparing recency to frequency
    - matrices of comparing frequency to monetory
    - matrices of comparing recency to monetory
    - ability to preview the list of contacts on the specific matrices
    - purchases analytics in the specific time range
  • Available actions in the RFM Marketing Automation:
    - send email
    - add tag
    - run rule
    - add contacts to stage in funnel
    - delete contacts from funnel
    - send sms
    - add to the group of Custom Audience
    - send Web Push notification
  • Transaction analytics based on XML
  • Advanced Workflow creator
    - create and manage the whole campaign from the level of one Workflow panel
    - create automation processes in order to transform new contacts into the clients
    - access to the analytics of the number of contacts on the specific campaign stages
    - analytics of the contacts flow withing the campaign in the defined time range
  • Events available in Workflow:
    - contact has been added to the system
    - contact clicked on banner
    - contact clicked on a link in the email
    - contact opened email
    - contact has been added to the stage in the funnel
    - contact has been readded to the system
    - contact scoring reached
    - contact scoring exceeded
    - contact RFM segment change
    - contact visited url
    - contact was tagged with
    - new contact detail
    - modified contact detail
    - external event has been modified
    - added note to contact
    - contact has new main owner/ co-owner
    - contact has been opted in
    - contact has been opted out
    - new external event occurred
  • Conditions available in Workflow:
    - contact is on the stage in the funnel
    - contact opened email
    - contact clicked on a link in the email
    - contact is tagged with
    - contact has a detail
    - new external event occurred
    - contact has main owner in users group
    - contact has a main owner/ co-owner
    - contact is in RFM segment
    - contact has been opted out
    - contact received given amount of emails
    - contact scoring reached
    - contact scoring exceeded
    - contact has note
  • Actions available in Workflow:
    - add/change contact detail
    - add note
    - set main owner/co-owner
    - add tag to a contact
    - add task for the user
    - add a contact to stage in the funnel
    - delete contact from funnel
    - delete tags
    - display banner
    - draw new owner from users group
    - generate a coupon for a contact
    - send alert to user
    - send email to a contact
    - send SMS to the contact
    - opt in contact
    - opt out contact
    - set scoring
    - add scoring to a contact
    - add scoring to a tag
    - send Web Push notification
    - run automation rule

Campaign management and sales funnels

  • Creating sales funnels
  • Creating marketing and sales campaigns
  • Automatic migration of contacts between stages in campaign stages
  • Automation of sales processes and new product recommendations
  • Analysis of potential value of stages in funnels and campaigns
  • Analysis of the general contact scoring on different stages in funnels and campaigns
  • Lead routing through funnels and campaign analytics
  • Anaysis of the marketing communication channel for contacts placed on different funnels and campaigns
  • Lead generation analytics
  • Manage your sales in the Manage Leads panel:
    - possibility to combine online activity with offline conversion
    - access to the contact card directly from a sales funnel
    - possibility to move contacts between stages by means of drag&drop
    - managing contacts assigned to a usergeneration analytics

Next best offer and predictive marketing

  • Similar products recommendation
  • Cross-selling products recommendation
  • Up-selling products recommendation
  • The long tail products recommendation
  • Recommendation of the most popular content and products on the website
  • Recommendation of the most popular products from a given category
  • Recommendation of products based on contacts interest
  • Recommendation of products based on historical contact activity
  • Recommendation of discounted products that were previously viewed by a contact
  • Recommendation based on clicked products
  • Recommendation based on viewed products
  • Recommendation to increase conversion rate
  • Recommendation to increase the average value of card

Machine Learning & Artificial Intelligence Marketing

  • Recommendation of the personalised products based on self-learning mechanisms:
    - analysis of the purchase preference
    - behavioral analysis
  • Access to the panel of AI analytical recommendations:
    - the database coverage of recommendations for each recommendation type
    - charts of connections between categories and between products
    - the ratio of recommended products to all products in the top 10 categories
    - possibility to generate product recommendations for the chosen product
    - possibility to generate product recommendations for the chosen category
  • Product recommendations available individually on the contact card
  • Possiblity to send out emails with the product recommendations
  • Possiblity to display product recommendation frames on the website

Marketing Analytics

  • Lead generation analytics
  • Lead lifecycle analytics
  • Campaign analytics
  • Marketing mix analytics on different stages in sales funnel
  • Lead Routing analytics
  • Contact management analytics
  • Conversion touchpoints analytics
  • Conversion and conversion paths analytics
  • Conversion attribution analytics
  • Transaction and purchasing behaviour analytics
  • Transaction analytics - Google Analytics
  • Transaction analytics - eCommerce
  • Automation rules effectiveness analytics
  • Sales analytics based on the consultant performance on Live Chat
  • General contact database analytics
  • Customer migration analytics
  • Analytics of the most effective ways of communication with the clients (workflow analytics)

Types of Marketing Automation Campaigns

Customer Acquisition

  • Converting anonymous visits:
    - Facebook apps - integration and Lead Generation (leads transferred directly to SALESmanago)
    - retargeting to anonymous users on Facebook
    - sidebar: subscribe to newsletter to get a discount
    - pop-up: subscribe to newsletter and get a discount
    - dynamic pop-up: be up-to-date with the product from the category
    - price alert - subscription to a notification when the price of the product drops below X
    - livechat - possibility to chat with a consultant
    - livechat integrated with real time tracking - displaying chat window for chosen users manually
    - retargeting anonymous users and RTB networks basing on visit history
  • Establishing relationships with new customers:
    - welcome email
    - lead nurturing - a cycle of educational emails
    - sidebar: subscribe to newsletter to get a discount
    - retargeting anonymous users and RTB networks basing on visit history
    - ad remarketing - display campaign: basic information about the company and the offer (Lead Nurturing)
  • Personalized mass communication:
    - product mailings with dynamic banners customized to customers' current needs
    - dynamic product mailings based on customer's history
    - dynamic product banners basing on customer's recent interests
    - personalized SMS about discounts and promotions in categories viewed by user
    - Facebook custom audiences- adding customer to a category and showing relevant ads
    - ad remarketing - campaign for customers who made a purchase

Active Customer

  • Personalized offer on the website:
    - dynamic product recommendations - on the product page - similar from that category
    - dynamic product recommendations - on the product page - recommended related products
    - dynamic product recommendations - on the category page - top searches are tailored to user's history
    - dynamic banners - main banner - discounted products from the category user is interested in
    - dynamic banners - side banners - discounted products from the category user is interested in
    - ad remarketing - ads displayed based on categories viewed
  • Cross-selling:
    - post-purchase dynamic email , suggesting related products
    - dynamic email sent X days after the purchase, suggesting related products
    - dynamic email after the visit, suggesting products related to the viewed ones
    - Facebook custom audiences- adding customer to a category and showing relevant ads
    - dynamic product recommendations - products related to one previously bought
    - dynamic pop-up, displayed after X day from the purchase, showing related products
    - ad remarketing - campaign in ad network for customers who made a purchase
    - emails with the personalised recommendations generated by Machine Learning & AI Marketing panel after the purchase made on the website
  • Up-Selling:
    - dynamic email after the visit, suggesting products related to viewed ones, but more expensive
    - dynamic email X day after the purchase, suggesting products from the same category, but more expensive
    - Facebook custom audiences- adding customer to a category and showing relevant ads
    - dynamic product recommendations - other from that category/ from that producer, more expensive
    - alert about a visit of VIP customers interested in premium products - upselling via Call Center
    - ad remarketing - campaign in ad network for customers who made a purchase (based on product category)
    - ad remarketing - campaign in ad network for customers who made a purchase
  • Increasing cart value:
    - SMS with personalized offer based on purchase history
    - dynamic recommendation frame with suggested products in the check-out
    - pop-up with product related to one added to cart
  • Rescuing abandoned cart:
    - email with products abandoned in the shopping cart
    - email with products abandoned in the shopping cart and related ones, sent later
    - SMS reminding about unfinished transaction
    - Facebook custom audiences - campaign for unfinished transactions
    - pop-up displayed by the next visit, showing products abandoned in cart
    - alert about abandoning a high value cart - finalized via Call Center
    - exit pop-up - personalized offer for users who spent a lot of time on the website ant want to leave
  • Building loyalty:
    - birthday emails
    - loyalty program - regular email presenting benefits from participating in the program
    - a cycle of educational emails about the product - how to use it, etc.
    - premium offers for loyal VIP customers - earlier notification about discounts/ deeper discounts
    - Birthday SMS with coupons
    - SMS for VIP customers - exclusive offers
    - rewarding for likes via Facebook widget, benefits fro likes/ shares
    - dynamic banners informing about bonus
    - dynamic content - information about how many points are required to get a bonus
    - ad remarketing - display campaign - store branding and extra benefits for VIP customers
  • Preventing users from abandoning the website:
    - exit pop-up - personalized offer for users who spent a lot of time on the website ant want to leave

Customer Reactivation

  • Winning back inactive customers:
    - dynamic email sent after X weeks after the last visit, with products that customers viewed
    - a cycle of messages with discounts - the more time passes from the last visit, the higher the discount
    - dynamic email about sale / changed price of the products customer viewed
    - SMS encouraging to reading an email with discount, in case the email hasn't been opened
    - SMS encouraging to visiting website, sent if customer hasn't reacted to previous ones
    - Facebook custom audiences - tailoring ads in social media to customers' interests
    - after the purchase, a discount for the next purchase is calculated
    - alert if a VIP customer doesn't visit the website - invitation via Call Center
    - ad remarketing - campaign in ad network for customers who made a purchase (based on product category)

Anonymous Marketing Automation
  • Preview of anonymous contacts activity on the website in a real time module
  • Archiving anonymous visits
  • Content website personalization (text and graphic) to anonymous contacts
  • Displaying web push notifications with the actual offer to the anonymous contacts
  • Anonymous Marketing Automation in RTB Advertising Networks
  • Communication with anonymous contacts by means of Live Chat and acquiring their data by means of progressive form

Wizards
  • Send email - use to creation and sending emails and newsletters
  • Simple alert creator
    - possibility to send automatic notifications about your contacts activity on the website
    - gaining information regarding your contacts area of interest
    - supporting the work of the salesmen
    - ability to set up the frequency for alerts sending
  • Simple segmentation matrice creator
    - assign tags automatically to contacts, that visit your website
    - assign scoring point automatically to contacts, that visit your website
    - analysis of the time spent by your contact on the specific URL
    - possibility to activate simple and dynamic rules
    - ability to segment contacts according to their interests
  • Simple export creator
    - export contact with the details, for e.g. tags, details
    - export purchases reports from the system
    - export external events
    - ability to precise the range of exported datarests
  • Autoresponder – use to create and sending automatic email to the contact when contact:
    - visits a particular subpage
    - a tag is assigned to him
    - reacts to a message
    - moves to another stage in a sales funnel
  • Lead Nurturing - use to creation and sending automatic email campaign for:
    - contacts has been added to the system
    - contact was tagged with
    - contact has been added to the stage in funnel
  • Drag & drop email creator
  • Drag & drop landing page creator
  • Contacts import:
    - quickly import large databases
    - importing basic contact data
    - importing additional information as details on the contact card
    - automatic contact segmentation in the database, thanks to import can assign 16 tags at once to a contact
    - import report
  • Alert - create and insert an automatic notification, that the user will receive when contacts are active on a particular website
  • Personalized banners – use to create groups of graphic or textual elements and add them to the email content, a website and to define contacts segmentation. The segmentation can be performed on a basis of:
    - tags
    - scoring
    - stages in the sales funnel
  • A/B/X dynamic content tests - optimization of conversion for content displayed on the website
  • Dynamic email - use to creation and sending email with dynamic recommendation products when:
    - contact visited page
    - contact did not visit page within specified time
    - send now to a group of recipients
  • Wizard for the abandoned cart emails:
    - possibility to define the number of elements, that are going to be displayed
    - possibility to personalise the product description
    - possibility to define the specific group of recipients
    - intelligent filter which limits the email sending up to one per day
  • Recommendation frame - use to creation frame with dynamic recommendation products on the website

Dashboards
  • General database analytics
    - the analytics of the contacts increase
    - the analytics of the monitored contacts increase
    - the analysis of the reasons why contacts decided to unsubscribe
    - the detailed analysis of the contacts activity
  • Lead Generation Analytics
    - the analytics of the customers acquirement
    - the analytics of the customers growth on a basis of the source of acquirement
  • Campaign analytics
    - the analysis of the contacts routing through the campaign (sources of customers acquirement included)
    - detailed analysis of the contacts routing through stages
    - the analysis of the number of contacts gained (with stages of a campaign they are at)
    - marketing communications analysis for the contacts in a campaign
    - the analytics of the contacts conversion in campaigns
    - the conversion paths analysis
    - the average time of contacts routing analytics (source of acquirement included)
    - the analytics of the number of contacts that went through the campaign (source of acquirement included)
  • Lead Routing analytics:
    - acquired contacts analysis
    - the analysis of the contacts transferred to the sales team
    - the analysis of the work of sales team based on transferred contacts
    - the analysis of the contacts routing through sales funnel (source of acquirement included)
    - the conversion points within sales funnels analysis
    - detailed analysis of the acquirement and routing of the contacts per salesperson
  • eCommerce analytics
    - detailed transactions analytics
    - transactions sources analytics
    - the average purchase vale of the contact analytic
  • Analytics of the Workflow campaigns
    - precise information regarding the number of contacts on the specific sales stages
    - analysis of the effects of your campaign
    - analysis of the campaign flow in the time range
    - analytics of the emails sent through the campaign
    - average OR of the emails sent from the campaign
    - average CTR of the emails sent from the campaign
  • Google Analytics

    - extracting transactions data from Google Analytics
    - detailed transactions analytics
    - the analysis of the number and transitions value supported by SALESmanago
  • CRM

    - detailed analysis of the contacts database per salesman
    - hot leads list
    - list of the newest contacts
    - tasks to do list
    - the analysis of the most popular campaigns and sales funnels
  • Email Marketing

    - detailed analysis of sent messages
    - sent emails average OR
    - sent emails average CTR
    - sent emails average CTOR
    - the distinction of the best messages based on the number of opens and clicks
  • Website Marketing

    - the analytics of the customers acquirement
    - detailed analysis of views and contact forms interactions
    - detailed analysis of views and pop ups interactions
    - detailed analysis of views and landing pages interactions
    - detailed analysis of views and personalized elements interactions
    - the distinction of the most popular forms
    - the distinction of the most popular pop-ups
    - the distinction of the most popular landing pages
    - the distinction of the most popular personalized banners
  • Automation processes
    - the analysis of the number of automation rules trigger
    - the analysis of the emails sent automatically
    - the average OR of the automated emails
    - the average CTR
    - the distinction of the most active automation rules
    - the distinction of the least active automation rules
    - the distinction of 10 the most popular sending messages automation rules
  • RFM Marketing Automation charts
    - analysis of the contacts according to the time from the last purchase
    - analysis of the contacts according to the frequency of purchases
    - analysis of the contacts according to the monetory value of purchases
    - number of all the contacts gained in the defined time range, that did not make a purchase
    - compare the number of contacts from the specific matrices
  • Analytical panel - Your Marketing
    - analysis of the system based on the implemented solutions
    - tips regarding your Marketing Automation campaign
    - possibility to activate filters for the displayed tips
    - analysis of usage of each individual panel
    - boxes with the list of tools counted in one communication channel
  • AI recommendation analytics:
    - the number of sent requests for recommendation
    - the number of generated recommendations
    - analytics in the defied period of time
    - statistics on the total number of referrals
    - statistics on the total amount of requests for recommendations
    - statistics on the coverage of database with the recommendations
    - statistics on the 3 most displayed recommendations
  • Analysis of web push and rich web push notification:
    - the amount of displayed web push notifications
    - statistics on sent, displayed and clicked notification in a given time
    - average CTR of notification for a given time

Marketing Automation A/B/X Testing
  • Email A/B test with analytics
    - sender's account test
    - email subject test
    - email content test
    - send date test
    - option to choose the percentage of contacts the test message will be send to
    - the criteria for analyzing emails in terms of the number of opens and clicks
    - option to send an automatic mailing with better emails
    - option to define the exact time of the automating mailing of better emails
    - option to send better emails manually
    - detailed sent test emails analysis
  • A/B/X tests of personalized banners with analytics
    - add elements to the test
    - set the display percentage during the test of a particular element
    - define the duration of the test
    - define the method of products displayed after the test
    - provide the criteria for the element tested (number of clicks)
    - detailed click analysis of the element tested before and after the test
  • A/B/X tests of contact forms with analytics
    - add or create new element in drag&drop creator
    - set the display percentage during the test of a particular element
    - define the duration of the test
    - define the method of products displayed after the test
    - provide the criteria for the element tested (number of clicks)
    - detailed click analysis of the element tested before and after the test
  • A/B/X tests of landing page with analytics
    - add or create new element in drag&drop creator
    - set the display percentage during the test of a particular element
    - define the duration of the test
    - define the method of products displayed after the test
    - provide the criteria for the element tested (number of clicks)
    - detailed click analysis of the element tested before and after the test
  • A/B/X tests of recommendation frames with analytics
    - add or create new element in drag&drop creator
    - set the display percentage during the test of a particular element
    - define the duration of the test
    - define the method of products displayed after the test
    - provide the criteria for the element tested (number of clicks)
    - detailed click analysis of the element tested before and after the test

Additional Advanced Marketing Automation Extensions
  • Real Time Tracking
  • Anonymous Track & Archive
  • Rebate code generator
  • Dynamics pop-up with content tailored to the behaviour and transaction contacts data
  • Progressive forms used to collect contact details
  • Advanced monitoring of contacts behaviour on the website - Web Beacon:
    - website monitoring in the T contexture
    - monitoring of viewed products on the websites
    - monitoring of buttons clicks that not change the URL
    - monitoring of interaction with forms and calculators

Administration And User Accounts Management
  • Unlimited number of system users
  • Definable user roles:
    - admin
    - manager
    - marketer
    - salesman
    - sender
    - regular user
  • Automatically assign contacts to user accounts
  • Assign user as main owner or owner to the contact
  • Sharing settings among users accounts
  • Contact analytics per user account
  • History of users log into the system

Integrations and Connectors

CRM systems

  • Sugar CRM
  • ZOHO CRM

eCommerce platforms

  • Magento
  • PrestaShop
  • IAI-Shop
  • Shoper
  • WooCommerce
  • ATOMSTORE
  • 2ClickShop
  • Ebexo
  • Selly
  • Shopware
  • ShopGold

Other integrations

  • Google Analytics
  • Google Calendar
  • Zapier
  • MailChimp
  • Inteliwise live chat
  • Webankietka.pl
  • LeadsBridge
  • Landingi.com
  • FastTony.es
  • CITRIX - Go to Webinar
  • AdKontekst.pl
  • Adform.com
  • WordPress - Contact Form 7
  • SMS-Gateway: SMSAPI.pl
  • SMS-Gateway: SIT Mobile
  • SMS-Gateway: SerwerSMS.pl
  • SMS-Gateway: Redlink
  • SMS-Gateway: Via Net
  • SMS-Gateway: Voice.com
  • SMS-Gateway: Sales Traffic
  • SMS-Gateway: Text Marketer
  • SMS-Gateway: IMOBIS
  • SMS-Gateway: Spryng
  • SMS-Gateway: Advanced telecom
  • SMS-Gateway: Esendex
  • SMS-Gateway: Labyrintti
  • SMS-Gateway: Modica
  • SMS-Gateway: Gsms
  • SMS-Gateway: Euro_SMS
  • SMS-Gateway: Sinhro
  • SMS-Gateway: SMS Sendro
  • SMS-Gateway: Pubil
  • SMS-Gateway: Tide
  • SMS-Gateway: Materna
  • SMS-Gateway: INFOBIP
  • SMS-Gateway: DYNMARK
  • SMS-Gateway: EUROCOM
  • SMS-Gateway: Masivian S.A.S
  • Integration with Call Center
  • Integration with Beacons
  • Integration with APPmanago

API
  • Monitoring code integration
  • Adding and deleting contacts with details
  • Adding and deleting tags
  • Management of external events
  • Management of coupons
  • Contact activity export
  • Management od contacts list
  • Sending emails
  • Management of users tasks
  • Management of automation rules
  • Monitoring AJAX/JavaScript events
  • Sending external events through JavaScript