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Batch Reviews
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# Batch Features

##### 
## Integration (3)

Data Import & Export Tools

Ability to input, modify and extract data from the application in bulk through a structured file.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

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##### 
## Platform (10)

Customization

System provides sufficient customization to meet business requirements

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

Sandbox / Test Environments

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Output Document Generation

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Optimization

Optimizes marketing campaigns for mobile devices.

Integrations - Mobile Marketing

Integrates advertising/campaigns into mobile applications, games, and mobile browsers.

Internationalization

Facilitates global text message and mobile marketing campaigns.

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##### 
## Email Marketing (4)

Building and Personalizing Emails

Create and design emails with an editor; manage templates; personalize dynamically

Sending Outbound Emails

Create targeted lists, schedule and manage bulk email sending.

Manage Email Deliverability

Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.

Automated Email Responses

Set up automated nurturing emails based on events, online activities, and lead scores

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##### 
## Online Marketing (5)

Landing Pages and Forms

Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.

Dynamic Content

Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.

A/B Testing

Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.

Mobile Optimized

Support mobile-optimized emails, online forms, and landing pages.

Search Tracking and Optimization

Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.

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##### 
## Lead Management (8)

Marketing Lead Database

A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.

Data Quality Management

Data quality consists of deduplication, cleansing, and appending your marketing database.

Segmentation

Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.

Lead Scoring and Grading

Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.

Lead Nurturing

Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.

Online Behavior Tracking

Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.

Automated Alerts and Tasks

Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.

CRM Lead Integration

Sync lead, contact, account, and opportunity information with your CRM system.

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##### 
## Campaign Management (4)

Program Management

Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.

Event / Webinar Marketing

Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.

Calendaring

Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.

Budgeting

Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.

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##### 
## Social (5)

Social Listening

Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.

Social Sharing

Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.

Social Campaigns

Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.

Social Media Engagement

Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.

Social Media Advertising

Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time

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##### 
## Reporting & Analytics (5)

Basic Reporting

Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.

Web Analytics

Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.

ROI Analytics

Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.

Revenue Analytics

Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.

SEO / Keyword Analytics

Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.

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##### 
## Analysis (4)

Application Attribution

Attributes app installs to the marketing campaigns and media sources that drove it.

Campaign Analysis

Measures impact and effectiveness of mobile marketing campaigns.

Uninstall Tracking

Measures user-level uninstall insights.

Custom Dashboards

Creates custom data views to suit every team member's needs.

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##### 
## Campaigns (11)

Proximity Marketing

Collects geo-location data on mobile users to customize relevant campaigns.

Push Notifications

Pushes notifications or text messages to mobile devices

Bulk SMS

Provides templates for mass mobile messaging campaigns

Two-Way Text Messaging

Facilitates two-way text messaging to encourage consumer engagement and loyalty

Email Campaigns

Personalizes and optimizes email mobile marketing campaigns.

Audience Segmentation

Identifies the most granular audience segments based on actions, inactions, and user properties.

Customize

Allow users to customize their messages.

Scheduling

Schedule push notifications to be delivered at a specific date and time, or set an expiration for time-bound messages

Retarget

Retarget your messages based on previous user engagement.

Segmentation

Segment audience based on device type, location, demographics, customer behavior, etc.

Triggered Notifications

Automate notifications based on user behavior

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##### 
## Engagement (1)

Coupons and Promotions

Sends out coupons and promotions to reward and entice mobile device users.

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##### 
## Analytics (2)

Campaign Performance

Track and report on performance metrics and conversions

Audience Insights

Report on audience demographics and engagement

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##### 
## Segmentation (2)

A/B Testing

Provides native A/B testing for content and campaigns.

Customer Profiles

Allows users to build and analyze customer profiles.

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##### 
## Targeting (2)

Behavioral Targeting

Presents messaging depending on customer behavior.

Contextual Targeting

Presents messaging depending on customer context.

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##### 
## Triggered Content (3)

Geofencing

Content triggered by customer's given geolocation.

Triggered Emails

Emails triggered by customer activity or behavior.

Triggered Messages

Messages triggered by customer activity or behavior.

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##### 
## Personalized Content (3)

Recommendation Engine

Provides recommendations based on customer metrics.

Personalized Discounts

Calculates and presents customized discounts.

Website Personalization

Personalizes web experiences and presented content based on customer metrics.

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##### 
## Templates (4)

Text and Themes

Allow users to edit text and themes on email templates

Stock Images

Provide a library of stock images to use for emails

Proofing

Offer email proofing capabilities

Mobile Responsive

Provide mobile responsive email templates

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##### 
## Edit (3)

Pre-Made

Offer pre-made email templates

Build

Allow users to create their own email templates

HTML

Use drag-and-drop HTML editing to create email templates

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##### 
## Logistics (4)

Analytics

Provide analytics reporting so that users can see how their campaigns perform

Issues

Allow for users to identify potential issues that would stop their emails from sending

Integrations

Integrate with email software or email marketing and marketing automation platforms

Shareable Link

Ability to share email templates via a link to collect feedback on the created emails easily

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##### 
## Text Messaging (8)

Bulk SMS

Enables users to send mass text message campaigns

Two-Way Text Messaging

Facilitates two-way text messaging to encourage consumer engagement and loyalty

Text Scheduler

Provides the ability to schedule single or bulk text messages to recipients on a specific date and time

Automatic Replies

Provides automatic text message replies to recipients

Automatic URL Shortening

Provides automatic URL shortening to use less characters via text

MMS Marketing

Sends out multimedia via text messages, such as coupons, pictures, and audio

Personalization

Offers features for personalizing text messages based on customer information or past behavior

Transactional SMS

Allows users to establish automated workflows and triggers to deliver transactional text messages

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##### 
## Optimization (4)

A/B Testing

Test variations of a push notification on a portion of users and track conversions

Personalization

Personalize messages with contextual data such as customer names or product recommendations

Rich Notifications

Enhance messages with images, emojis, animated gifs, or videos

Integrations

Integrate with third-party marketing or e-commerce software

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##### 
## SMS Platform (6)

Reporting

Provides pre-built or customizable performance reports

Automation

Automates tasks and features for added convenience

White Label

Offers a white labeling service for agencies or resellers to customize platform branding

Text-to-Landline

Text enables landline phones so users can receive text messages sent to an existing business number

Short Codes

Provides businesses with 5- to 6-digit short codes for running text marketing campaigns

API Integration

Facilitates the integration of text messaging into existing business applications through an SMS gateway API

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##### 
## Generative AI (2)

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

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##### 
## Agentic AI - Push Notification (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Adaptive Learning

Improves performance based on feedback and experience

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### 
## Agentic AI - Personalization Engines (6)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Personalization (6)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - SMS Marketing (6)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Marketing Automation (6)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

Show More

##### 
## Agentic AI - Mobile Marketing (6)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Email Template Builder (2)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

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[

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##### Categories on G2

[
Marketing Automation
](https://www.g2.com/categories/marketing-automation)[
SMS Marketing
](https://www.g2.com/categories/sms-marketing)[
Email Template Builder
](https://www.g2.com/categories/email-template-builder)

[
Personalization
](https://www.g2.com/categories/personalization)[
Mobile Marketing
](https://www.g2.com/categories/mobile-marketing)[
Push Notification
](https://www.g2.com/categories/push-notification)[
Personalization Engines
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