impact.com Features
Reports & Dashboards (5)
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Report Customizability
Allows user flexibility into manipulating and digging deeper into the data that is provided through the tool.
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Report Exporting
Allows users to export reports from the product into an .xsl, .csv, or .pdf file.
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Scalability
Allows marketer to add, track, and measure a multitude of social media accounts.
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White Label
Offers a white labeling service for agencies or resellers to customize platform branding.
Customizable Reports
Alter the layout and content of reports
Social Analytics (15)
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Follower Analysis
Analyzes and illustrates follower information such as demographics, location, interests, etc.
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Post Performance
Tracks how much engagement (views, likes, favorites, retweets, comments, etc.) each piece of content receives to highlight which types of content resonate best with the target audience.
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Paid Campaign Tracking
Tracks and measures the success of paid advertising initiatives run on social media sites.
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Attribution
Ties social activity to business results such as leads, conversions, and sales.
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Sentiment Analysis
Uses AI to accurately assess the sentiment of social media content based on keywords and phrases.
Lead Attribution
Identify the source channel that resulted in a new lead in the system
Real-Time Analytics
Analyze and gain insights into data in real-time
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Campaign Analytics
Track and interpret campaign performance metrics
Keyword Tracking
Track and monitor a specific set of keywords
Influencer Tracking
Identify and track activity, including generated revenue, of prominent social media personalities that have sway over public opinion
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
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Database (2)
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Media Database
Provides tools to help identify and house media oppurtunties and potential influencers.
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Contact/Campaign Management
Allows users to manage campaigns, as well and media opportunities and influencer information.
Outreach (2)
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Media Distribution
Gives visability into multiple media channels, allowing for optimal media exposure.
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Social Media Services
Provides tools that help engage influencers and increase media contacts.
Reporting (6)
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Monitoring
Provides analysis on media and influencer contacts, as well as the effectiveness of each action.
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Response Desk
Helps respond to media inquires through automation features.
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Impact Measurement
Measures the full impact of campaigns, as well as each individual influencer and media opportunity.
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Dashboards
Provides customizable dashboards that allow users to view and manage data.
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Data Visualizations
Displays attribution data through easy-to-interpret charts and graphs.
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Custom Reporting
Allows users to build custom reports.
User Rights/Roles (2)
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Version Control
Helps establish a permissions workflow, allowing and restricting access to different company materials.
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Team Collaboration
Gives visability and allows team members to communicate effectively and collaboratively.
Marketing Operations (24)
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ROI Tracking
Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs
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Data Collection
Gathers data about the effectiveness, impact, and reach of marketing campaigns
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Customer Insights
Collects and reports on data relating to customer journeys, preferences, and history
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Multi-User Access
Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results
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Spend Management
Includes features for budgeting, forecasting, and managing marketing investments
Multi-Channel Data Collection
Collect information from multiple sources
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Keyword Tracking
Track and monitor a specific set of keywords
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Campaign Tracking
Track the performance of marketing campaigns across multiple channels.
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Tag Management
Generate or append custom campaign parameters to URLs
Real-Time Data
Receive data and information in real time
Activity Tracking
Track and document all activities across devices, networks, and other systems
Click Tracking
Track the amount of clicks on individual products to measure campaign results
Contact Management
Manage, organize, and store contact information
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
Email Management
Manage, store and organize emails within the system or via third-party apps
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Campaign Activity (14)
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Campaign Insights
Analyzes historical and current marketing campaigns to inform future strategy
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Reports and Dashboards
Creates reports and dashboards to analyze results of campaigns
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Campaign Stickiness
Identifies which marketing campaigns resolved in open or closed opportunities
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Multichannel Tracking
Collects marketing campaign performance data across multiple channels
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Brand Optimization
Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback
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Predictive Analytics
Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization
Multi-Campaign
Manage multiple campaigns in one system
Campaign Analytics
Track and interpret campaign performance metrics
Website Analytics
Track and analyze information regarding website visitors
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Real-Time Analytics
Analyze and gain insights into data in real-time
Customizable Reports
Alter the layout and content of reports
Link Options (3)
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Custom Links
Allows affiliates to create custom links for products
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Referral Link Generator
Able to generate affiliate links
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Smart Link
Supports the creation of smartlinks that redirect users to relevant offers based on predefined conditions such as device type, geolocation, etc.
Tracking Options (4)
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Email Updates
Provides both companies and affiliates with email updates on campaign performance
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Activity Tracking
Track and document all activities across devices, networks, and other systems
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Cookieless Tracking
Allows for tracking without the use of cookies
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Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Control (4)
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Role-Based Permissions
Assigns information access rights based on company, user role, group, or tier
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Opportunity Management
Tracks partner leads, opportunities, and monitors deals through pipeline stages
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Recognized Escalation
Allows partners to move deals into the main channel while retaining input and receiving compensation
Fund Management
Manage allocation and performance of financial assets
Attribution Modeling (7)
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Single-Touch Attribution
Uses an attribution model that assigns credit to one touchpoint in the customer’s journey.
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Multi-Touch Attribution
Uses an attribution model that assigns credit to all touchpoints in the customer’s journey.
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Algorithmic Attribution
Uses machine learning to create an attribution model.
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Cross-Device Attribution
Tracks customer interactions across mobile and desktop.
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Offline Attribution
Allows users to track touchpoints through offline channels, such as events.
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Custom Attribution
Allows the user to create a custom attribution model.
Cross Channel Attribution
Track user conversions from all digital sources
Marketing (5)
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B2B Attribution
Provides features for B2B marketers.
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B2C Attribution
Provides features for B2C marketers.
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Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Platform Basics (2)
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Dynamic Segmentation
Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.).
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Journey Optimization
Automates the testing and optimization of customer-facing messaging and campaigns.
Platform Data (4)
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Journey Reporting
Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s).
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Trends Reporting
Ability to measure product usage by feature, campaign performance by source, and other trending metrics.
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Dashboards
Provides dashboards to combine and visualize quantitative and qualitive customer journey data.
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Advanced Data Filtering
Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data.
Platform Additional Functionality (1)
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Integrations
Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics.
Affiliate Management (3)
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Affiliate Network
Provides companies with access to a network of affiliates for recruiting
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Commissions and Payouts
Supports multiple compensation models, such as pay-per-click, pay-per-sale, pay-per-lead, etc.
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Customization
Supports the customization and management of affiliate campaigns and promotional links
Monitoring & Listening (13)
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Social Measurement
Measure campaigns, brands, and products for quantitative metrics such as conversation volume, when conversations are happening, and your brand's share of voice.
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Influencer Identification
Identifies who is talking about your brand along with their influence over social communities.
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Brand Monitoring
Monitors social media channels for brand mentions and reports on the quality and quantity of conversations about a brand or product.
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Keyword Tracking
Provides features for monitoring multiple keywords, topics, or hashtags, with the ability to increase the number of terms being tracked.
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Trend Analysis
Identifies and analyzes trends in topics, hashtags, or audiences to help brands anticipate changes in consumer attitudes.
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Competitor Analysis
Allows users to monitor conversations about competitors and measure performance against them.
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Competitor Monitoring
Track activity of your competitors
Hashtag Tracking
Track the usage of certain hashtags
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Activity Tracking
Track and document all activities across devices, networks, and other systems
Influencer Tracking
Identify and track activity, including generated revenue, of prominent social media personalities that have sway over public opinion
Impact Measurement
Collect data to measure/track the positive impact an organization, nonprofit, or program has on social, environmental, or other groups.
Data Management & Analysis (4)
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Sentiment Analysis
Determines whether mentions of your brand are positive, negative or neutral.
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Social Reporting
Access custom reports and dashboards to measure social activity and engagement opportunities. Allows users to export data and graphs into various formats.
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Alerts and Notifications
Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.
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Advanced Data Filtering
Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group social listening data.
Loyalty Experience (5)
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Loyalty Engine
Provides a loyalty engine that can configure different types of loyalty programs to reward customers for specific purchases, actions, or behaviors.
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Rewards
Offers a flexible and customizable reward system.
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Membership
Segments customers into tiers or membership groups.
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Personalization
Personalizes messaging and rewards based on a customer's profile, purchase history, membership status, etc.
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Gamification
Provides gamified features such as badges, achievements, and leaderboards.
Loyalty Platform (14)
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Communication Tools
Provides built-in messaging tools to communicate with loyalty program members via email, SMS, and/or push notifications.
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Customer Relationship Management (CRM)
Allows users to view and manage customer profiles within the platform.
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Loyalty Analytics
Offers comprehensive analytics to track ROI and engagement with the loyalty program.
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Localization
Supports multiple languages and currencies.
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Integrations
Integrates with other marketing and commerce software such as CRM, ERP, point-of-sale (POS) systems, or e-commerce platforms.
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Membership Management
Database of members to track personal information of individuals and families
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Survey/Poll Management
Create and administer polls and surveys
Rewards Management
Strategize and implement rewards for returning customers, employees and other members
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Partner Discovery (3)
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Competitive Discovery
Allows users to search by brand to see who is driving traffic for your competitors.
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Social media discovery
Allows users to
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Content-Based Discovery
Allows users to identify partners by content based on search rankings to ensure optimal collaboration.
Partner Collaboration (3)
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Brand Messaging
Allows users to provide partners with approved creative, current offers, and curated product catalogs they’ll need to promote your brand.
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Offer Management
Allows users to give key partners offers and sales deals to encourage them to keep your offers front and center.
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Catalog Management
Allows users to provide partners with product catalogs to help gudie them towards the right products to promote
Analytics (3)
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Conversion Tracking
Allows users to track partner conversions
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Customer value tracking
Allows users to track the partners that bring in your most loyal customers.
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ROI Measurement
Allows users to measure partner-influenced revenue to show ROI
Integrations (1)
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CRM Integration
Allows users to integrate data from a CRM into the partner ecosystem platform
Influencer Marketing (27)
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Influencer Recruitment
Locate and recruit social influencers through a proprietary influencer marketplace or across social networks. Build digital profiles of relevant influencers with information about them and their audience.
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Audience Analysis
Analyze the demographic and psychographic characteristics of influencers and their audience to understand their brand affinities and interests.
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Influencer Segmentation
Segment influencers into groups based on their work on specific brand initiatives and campaigns. Activate individual segments and assign levels of ownership.
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Influencer Collaboration
Engage and collaborate with influencers around influencer marketing marketing campaigns. Maintain records of past partnerships and communications.
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User-Generated Content (UGC) Management
Schedule, publish, and optimize user-generated content (UGC). Create Terms and Conditions to share with social influencers. Configure content usage and ownership rights within a centralized system.
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Content Approval
Create automated influencer marketing program workflows to structure the creation, review, and approval of contributed work.
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Campaign Analytics
Evaluate the performance of influencers and associated marketing campaigns. Rank influencers according to impact on key performance indicators (KPIs) such as revenue, brand mentions, and contributed work.
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Reporting and Dashboards
Campaign performance can be monitored and visualized in dashboard that displays key success metrics in real time. Reports can be generated and distributed to relevant stakeholders.
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Data Importing and Exporting Tools
Import and export lists of influencers and brand advocates with detailed profiles and contact information.
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Influencer Compensation
Provides features for compensating influencers for their work.
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E-Commerce Integration
Integrates with e-commerce platforms, which can allow access to product catalogs, product samples, and sales tracking.
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Real-Time Analytics
Analyze and gain insights into data in real-time
Multi-Campaign
Manage multiple campaigns in one system
Demographic Data
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Influencer Relationship Management
Manage contact details and relationships with influencer CRMs and communication tools such as in-app messaging and chat
Social Performance Management
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Contact Management
Manage, organize, and store contact information
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Rewards Management
Strategize and implement rewards for returning customers, employees and other members
Workflow Management
Create, design and manage workflows for repetitive tasks
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Agentic AI - Loyalty Management (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Customer Journey Analytics (3)
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Cross-system Integration
Works across multiple software systems or databases
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Adaptive Learning
Improves performance based on feedback and experience
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Customer Advocacy (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Agentic AI - Marketing Analytics (4)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Agentic AI - Media and Influencer Targeting (4)
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Cross-system Integration
Works across multiple software systems or databases
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Adaptive Learning
Improves performance based on feedback and experience
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Attribution (3)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Social Media Analytics (3)
Adaptive Learning
Improves performance based on feedback and experience
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
Agentic AI - Influencer Marketing Platforms (4)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Campaign Planning
Plan and strategize marketing campaigns
Agentic AI - Social Media Listening Tools (8)
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
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Agentic AI - Affiliate Marketing (8)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Multi-step Planning
Ability to break down and plan multi-step processes
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Cross-system Integration
Works across multiple software systems or databases
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Adaptive Learning
Improves performance based on feedback and experience
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Campaign Planning
Plan and strategize marketing campaigns
Platform - Partner Relationship Management (PRM) (29)
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Partner Portal
Web-based portal that helps distributors, partners and other service providers access marketing and sales content
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Content Repository
Provides access to a repository that contains shared marketing or sales materials and tools
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Revenue Tracking
Tracks revenue via links, leads, deals, and influenced revenue
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Cross-System Integration
Operates across multiple systems, tools, and platforms.
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Workflow Automation & Notifications
Automates critical processes and triggers alerts across the partner lifecycle
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Onboarding, Training & Certifications
Offers structured onboarding with learning modules, trainings, and certifications
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Payouts & Global Compliance
Offers multi-currency, automated partner payments with VAT/tax compliance
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Partner Discovery & Recruitment
Streamlines the process of finding, qualifying, and recruiting new channel partners
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Incentive Management
Manages incentive programs, whether it’s through commissions, bonuses, or tiered rewards
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Recognized Escalation
Allows partners to move deals into the main channel while retaining input and receiving compensation
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Dashboards & Reporting
Provides reports and dashboards that track partner activities such as performance, engagement, leads, and marketing fund utilization
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Marketing Tools
Manages co-branding, MDFs, and campaigns through marketing automation
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Deal Management
Handles deal registration and streamlines submissions, approvals, and tracking
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Rewards Management
Strategize and implement rewards for returning customers, employees and other members
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Training Management
Track employee/learner's progression through training programs
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
Affiliate Management
Track an affiliate partner's promotion of a product or service and any associated sales
Distributor Management
Managing salespeople/distributors who sell products for direct sales companies
Referral Management
Log and store the source of contacts/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
Document Management
Store, manage, and track all electronic documents in a centralized location
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Agentic AI - Partner Relationship Management (PRM) (3)
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Adaptive Learning
Improves performance based on feedback and experience
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Natural Language Interaction
Provides an AI chat agent to engage and guide partners conversationally
Additional Functionality (354)
Data Visualization
Graphical representation of data
Keyword Tracking
Track and monitor a specific set of keywords
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Social Advertising
Create and manage advertising campaigns on social media networks
Influencer Tracking
Identify and track activity, including generated revenue, of prominent social media personalities that have sway over public opinion
Social Promotion
Market event via social media tools
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Payment Tracking
Track sent and received payments, invoices, and bills.
Customizable Reports
Alter the layout and content of reports
Email Marketing
Create and send email blasts/campaigns
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Data Import/Export
Import and export data to and from software applications
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Influencer Discovery
Provide tools to search for and vet influencers within an influencer network, search engine, database, or across social networks
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Customizable Branding
Add customized logos and colors to align with company branding
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Faceted Search/Filter
Allows users to narrow down search results by applying multiple filters that specify different aspects/qualities of the search query
Categorization/Grouping
Organize and group data or items based on various criteria
Filtering
Find & retrieve relevant data or documents
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Multi-Campaign
Manage multiple campaigns in one system
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
Advertising Management
Manage advertising space and its sales within your network or publication
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Campaign Planning
Plan and strategize marketing campaigns
Customer Activity Tracking
A report showing what actions customers perform
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
API
Application programming interface that allows for integration with other systems/databases
Data Import/Export
Import and export data to and from software applications
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Affiliate Management
Track an affiliate partner's promotion of a product or service and any associated sales
Predictive Analytics
Predict future data based on historical data sets
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Lead Capture
Automatically identify and save contact information of potential customers
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Attribution Modeling
Analyzes the amount of credit that should be assigned to sales and conversion touchpoints.
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Campaign Analytics
Track and interpret campaign performance metrics
Visitor Tracking
Track visitors and purpose of visits
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Customizable Reports
Alter the layout and content of reports
Dashboard Creation
Creation and customization of dashboards
Website Analytics
Track and analyze information regarding website visitors
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Lead Generation
Manage the process of attracting and converting business prospects into leads
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
API
Application programming interface that allows for integration with other systems/databases
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Campaign Analytics
Track and interpret campaign performance metrics
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customizable Branding
Add customized logos and colors to align with company branding
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Lead Distribution
Route and distribute your leads to third party buyers
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Alerts
Receive and/or send email notifications for urgent updates, requests, or other information
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Multi-Campaign
Manage multiple campaigns in one system
Email Marketing
Create and send email blasts/campaigns
Customizable Reports
Alter the layout and content of reports
Social Advertising
Create and manage advertising campaigns on social media networks
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Email Templates
Pre-made examples and templates for emails
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Pre-Approved Content Library
A repository of content that has been approved for sharing with current and prospective clients
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Customer Advocacy
Encourage your customers to promote your company by providing materials, tools, and reward programs
Data Import/Export
Import and export data to and from software applications
Social Promotion
Market event via social media tools
Employee Advocacy
Enables employees to promote their company by supplying them with materials, tools, and reward programs
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Filtering
Find & retrieve relevant data or documents
Real-Time Updates
Receive system updates as soon as any changes are made
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Customizable Fields
Customize data fields to support various needs and use cases
Customizable Branding
Add customized logos and colors to align with company branding
Email Distribution
Nonprofit Advocacy
Enable advocates to promote nonprofit, charitable, and/or political organizations and causes
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Content Library
Centralized repository to store content and assets
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Gamification
Games or game-like elements to track progress and reward accomplishments
Activity Tracking
Track and document all activities across devices, networks, and other systems
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Incentive Management
Manages incentive programs such as profit sharing, stock awards, and individual bonus plans
Campaign Analytics
Track and interpret campaign performance metrics
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Real-Time Analytics
Analyze and gain insights into data in real-time
Customer Accounts
Record customer information, purchase history, and other notes
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Community Management
Enable students, customers or employees to engage with each other in a particular space online or offline
Rewards Management
Strategize and implement rewards for returning customers, employees and other members
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Social Engagement
Process of communicating with an online community and measuring the effectiveness of activity
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Campaign Planning
Plan and strategize marketing campaigns
Rewards Program
Point or incentive based programs loyalty programs designed to increase customer engagement
Advocate Management
Track and manage advocate communication, engagement, and performance
Lead Capture
Automatically identify and save contact information of potential customers
Referral Tracking
Log and store the source of contacts/leads
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Reference Request Automation
Ability of the software to take the manual effort out of the process of requesting and collecting references
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Nomination Tracking
Task Scheduling
Track and manage the scheduling of tasks
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Reference Usage Tracking
Monitor and track how often customer references are used
Audio References
Ability to submit references via phone or audio files
For Sales/Marketing
Used as a promotional or demonstration tool in sales and marketing presentations
Workflow Management
Create, design and manage workflows for repetitive tasks
Configurable Workflow
Configure existing workflows to meet your organization's needs
Video References
Request or submit references by recording a video
Survey/Poll Management
Create and administer polls and surveys
Program Notices
Contact Management
Manage, organize, and store contact information
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Customer Activity Tracking
A report showing what actions customers perform
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Lead Generation
Manage the process of attracting and converting business prospects into leads
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Referral Templates
Customizable templates for referral documents, emails, and sharable links
For Customer Referrals
For customer referral programs / referral marketing products
For Employee Referrals
Products that allow employees to make referrals for open job positions
Lead Engagement
Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels
Fraud Detection
Identify and prevent suspicious activity
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Benchmarking
Compare key metrics for the business against prominent players in the industry
Content Library
Centralized repository to store content and assets
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Dashboard Creation
Creation and customization of dashboards
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Multi-Channel Data Collection
Collect information from multiple sources
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Commenting/Notes
Leave comments and notes on documents for others to view
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Post Scheduling
Schedules specific times for content to appear on social media platforms, blogs, websites etc.
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Data Import/Export
Import and export data to and from software applications
Data Visualization
Graphical representation of data
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Competitor Monitoring
Track activity of your competitors
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Customizable Branding
Add customized logos and colors to align with company branding
Real-Time Data
Receive data and information in real time
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Social Promotion
Market event via social media tools
Social Advertising
Create and manage advertising campaigns on social media networks
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Reporting
Active reporting of data and metrics
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
Social Performance Management
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
API
Application programming interface that allows for integration with other systems/databases
Event Marketing
Plan marketing campaigns for events
Social Promotion
Market event via social media tools
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Import/Export
Import and export data to and from software applications
Lead Generation
Manage the process of attracting and converting business prospects into leads
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Customizable Forms
Customize contracts and forms to collect specific information
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Email Templates
Pre-made examples and templates for emails
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Lead Capture
Automatically identify and save contact information of potential customers
Customizable Branding
Add customized logos and colors to align with company branding
Real-Time Reporting
Active reporting of data and metrics
Campaign Planning
Plan and strategize marketing campaigns
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Autoresponders
Create and automatically send premade copy in response to customer messages
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Email Marketing
Create and send email blasts/campaigns
API
Application programming interface that allows for integration with other systems/databases
Customizable Fields
Customize data fields to support various needs and use cases
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Data Visualization
Graphical representation of data
Ad hoc Reporting
Generate one-off reports that meet information requirements
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Data Source Connectors
Connect to big data sources
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Multi-Channel Attribution
A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
KPI Monitoring
Tracking the status of previously identified performance measurements
Cohort Analysis
Analytics that breaks the data in a data set into related groups/categories.
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Affiliate Management
Track an affiliate partner's promotion of a product or service and any associated sales
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Real-Time Data
Receive data and information in real time
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Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
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Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
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Campaign Analytics
Track and interpret campaign performance metrics
Rewards Management
Strategize and implement rewards for returning customers, employees and other members
Advertising Management
Manage advertising space and its sales within your network or publication
Email Templates
Pre-made examples and templates for emails
Real-Time Analytics
Analyze and gain insights into data in real-time
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Electronic Payments
Electronically collect payments for goods or services
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
API
Application programming interface that allows for integration with other systems/databases
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Multi-Campaign
Manage multiple campaigns in one system
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Multi-Language
Manage and support multiple languages
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Influencer Discovery
Provide tools to search for and vet influencers within an influencer network, search engine, database, or across social networks
Real-Time Reporting
Active reporting of data and metrics
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Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
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Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Branding
Add customized logos and colors to align with company branding
Lead Generation
Manage the process of attracting and converting business prospects into leads
Customizable Reports
Alter the layout and content of reports
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Multi Level Marketing (MLM)
The process of affiliates referring more than just sales leads to you, but also searching for new affiliates
Social Promotion
Market event via social media tools
Data Import/Export
Import and export data to and from software applications
Banner Management
Manage digital banner ads on company websites or affiliate partner websites
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Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Email Marketing
Create and send email blasts/campaigns
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Geotargeting
Geographic location of visitors determines behavior of the software
Fraud Detection
Identify and prevent suspicious activity
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Contact Management
Manage, organize, and store contact information
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
SMS Marketing
Send promotional campaigns or transactional messages via text messages
Referral Tracking
Log and store the source of contacts/leads
Customizable Branding
Add customized logos and colors to align with company branding
Customer Surveys
Tool to send questionnaires to customers to gauge feedback
Member Portal
Online gateway through which members can access/update personal information
Campaign Planning
Plan and strategize marketing campaigns
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Email Marketing
Create and send email blasts/campaigns
Customer History
Access previous interactions or concerns to maintain customer relationships
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Multi-Campaign
Manage multiple campaigns in one system
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Customer Profiles
Record customer information, purchase history, and other notes
Social Promotion
Market event via social media tools
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
API
Application programming interface that allows for integration with other systems/databases
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Customer Activity Tracking
A report showing what actions customers perform
Negative Feedback Management
Identify, track, and respond to negative feedback
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Audience Analytics
Track and analyze various metrics such as demographics, psychographics, behavior and other insights
Multi-Account Management
Manage and post content across multiple social media accounts and platforms simultaneously
API
Application programming interface that allows for integration with other systems/databases
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
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
Data Visualization
Graphical representation of data
Audience Engagement
Use tools to engage with viewers (e.g., commenting, chat room, polling, and Q&A)
Content Publishing Options
Facilitates online authoring and publishing of the content
Content Discovery
Automated identification of relevant content for future sharing and reposting
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Natural Language Processing
Process and analyze human language in text or audio form
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Campaign Analytics
Track and interpret campaign performance metrics
Multi-Language
Manage and support multiple languages
Multi-Channel Data Collection
Collect information from multiple sources
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Commenting/Notes
Leave comments and notes on documents for others to view
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Content Library
Centralized repository to store content and assets
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Social Promotion
Market event via social media tools
Real-Time Analytics
Analyze and gain insights into data in real-time
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
Automated Publishing
Establish rules for automatic propagation of social media posts across one or more channels
Benchmarking
Compare key metrics for the business against prominent players in the industry
Boolean Search
Capability to use a search engine via operators like AND, NOT, and OR
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Reputation Management
Monitor and manage customers' perceptions about a business, product, or service
Social Listening
Monitor social media sites for specific keywords
Social Advertising
Create and manage advertising campaigns on social media networks
Customizable Reports
Alter the layout and content of reports
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Workflow Management
Create, design and manage workflows for repetitive tasks
AI Advocate Identification - Customer Advocacy (1)
AI Advocate Identification
Uses AI to analyze customer data, engagement, and sentiment to identify potential customer advocates.


