[ Cordial Reviews ](https://www.g2.com/products/cordial/reviews) [ Cordial Reviews ](https://www.g2.com/products/cordial/reviews) # Cordial Features ##### ## Integration (4) 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. Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Show More ##### ## Platform (17) 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. Lead Generation Manage the process of attracting and converting business prospects into leads Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process List Management Manage contacts across multiple mailing lists Mobile Access Access software remotely via mobile devices 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. Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## 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 Show More ##### ## Online Marketing (8) 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. Conversion Rate Optimization Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) Multivariate Testing Create many versions of emails, forms, or actions and gauge which is most effective Customizable Forms Customize contracts and forms to collect specific information Show More ##### ## Lead Management (21) 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. Email Tracking Track delivered, received, and opened emails 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. Third-Party Integrations Set up connections to third-party platforms to improve business processes Real-Time Data Receive data and information in real time Social Marketing Manage campaigns and track engagement for marketing efforts across social media channels Email Marketing Create and send email blasts/campaigns Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads ROI Tracking Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Activity Tracking Track and document all activities across devices, networks, and other systems Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Campaign Segmentation Search Marketing Track visibility and traffic from search engines SMS Marketing Send promotional campaigns or transactional messages via text messages Website Visitor Tracking Monitor activity of individuals who visit your website using cookies Show More ##### ## 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. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Workflow Management Create, design and manage workflows for repetitive tasks Template Management Create, save, and re-purpose templates for emails, forms, etc. Show More ##### ## Social (7) 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 Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Multi-Campaign Manage multiple campaigns in one system Show More ##### ## Reporting & Analytics (11) 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. Behavior Analytics Track and analyze user behavior within a system or network Real-Time Analytics Analyze and gain insights into data in real-time Campaign Analytics Track and interpret campaign performance metrics Website Analytics Track and analyze information regarding website visitors Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Sales Analytics Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) Show More ##### ## Analysis (10) 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. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Multi-Channel Attribution A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey ROI Tracking Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Activity Tracking Track and document all activities across devices, networks, and other systems Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Show More ##### ## Campaigns (21) Proximity Marketing Collects geo-location data on mobile users to customize relevant campaigns. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 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. Campaign Segmentation Group campaigns by project, client, or campaign for better management. Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Multi-Campaign Manage multiple campaigns in one system Email Marketing Create and send email blasts/campaigns Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Location-Based Marketing SMS Marketing Send promotional campaigns or transactional messages via text messages Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Mobile Alerts Notifications via mobile devices 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 Customer Segmentation Process of dividing customers into groups based on common characteristics Show More ##### ## Engagement (2) Coupons and Promotions Sends out coupons and promotions to reward and entice mobile device users. Social Promotion Market event via social media tools Show More ##### ## Analytics (3) Campaign Performance Track and report on performance metrics and conversions Audience Insights Report on audience demographics and engagement Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Show More ##### ## Segmentation (2) A/B Testing Provides native A/B testing for content and campaigns. Customer Profiles Allows users to build and analyze customer profiles. Show More ##### ## Targeting (2) Behavioral Targeting Presents messaging depending on customer behavior. Contextual Targeting Presents messaging depending on customer context. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## Optimization (7) 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 App Notifications Set-up notifications and alerts for mobile apps. SMS Notifications Set-up SMS-based notifications and alerts for mobile devices. Web Notifications Set-up notifications and alerts for web browsers and apps. Show More ##### ## Agentic AI - Push Notification (4) 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 AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Show More ##### ## 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 Show More ##### ## Agentic AI - Marketing Automation (7) 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 Campaign Planning Plan and strategize marketing campaigns Show More ##### ## Agentic AI - Mobile Marketing (7) 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 Campaign Planning Plan and strategize marketing campaigns Show More ##### ## Additional Functionality (74) Social Promotion Market event via social media tools Customizable Branding Add customized logos and colors to align with company branding Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Live Chat Ability to chat online in real time Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Generative AI Use AI to generate content in the form of text, images, videos, etc. Mass Texting Send messages to multiple subscribers at the same time Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Email Templates Pre-made examples and templates for emails Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Campaign Scheduling Set campaign schedules by selecting start, pause, and end dates AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Social Media Monitoring Track activity on sites such as Facebook, Twitter, Instagram, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Lead Capture Automatically identify and save contact information of potential customers Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Marketing Automation Automate workflows and trigger campaigns based on customer actions Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Marketing Calendar See past and upcoming campaigns and communications in a calendar view Customizable CTAs Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Data Import/Export Import and export data to and from software applications Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) API Application programming interface that allows for integration with other systems/databases Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Multi-Language Manage and support multiple languages Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Template Management Create, save, and re-purpose templates for emails, forms, etc. Geotargeting Geographic location of visitors determines behavior of the software Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Subscriber Management Add or remove subscribers from mailing lists Generative AI Use AI to generate content in the form of text, images, videos, etc. Visual Workflow Management Create, design, and visually represent processes within the software Authentication Verify the identity of users/devices to enable secure access Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Contact Management Manage, organize, and store contact information AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Notification Editor An editor that enables users to edit all aspects of notifications. Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Autoresponders Create and automatically send premade copy in response to customer messages Landing Pages/Web Forms Create landing pages or online forms designed to capture new leads and prospects Campaign Analytics Track and interpret campaign performance metrics Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Campaign Scheduling Set campaign schedules by selecting start, pause, and end dates Contact Management Manage, organize, and store contact information Text-to-Win Messaging system designed for contests and sweepstakes CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Data Import/Export Import and export data to and from software applications Contextual Targeting Real-Time Data Receive data and information in real time Mobile Access Access software remotely via mobile devices API Application programming interface that allows for integration with other systems/databases Coupons Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Generative AI Use AI to generate content in the form of text, images, videos, etc. Real-Time Analytics Analyze and gain insights into data in real-time Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Real-Time Reporting Active reporting of data and metrics Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Customizable Branding Add customized logos and colors to align with company branding Reminders Timed notification for any upcoming task, deadline, appointment, or activity Show More ## 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