Netcore Customer Engagement Platform Features
Integration (4)
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Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
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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.
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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.
Platform (17)
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Customization
System provides sufficient customization to meet business requirements
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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.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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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.
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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.
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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
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Optimization
Optimizes marketing campaigns for mobile devices.
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Integrations - Mobile Marketing
Integrates advertising/campaigns into mobile applications, games, and mobile browsers.
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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
Email Marketing (4)
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Building and Personalizing Emails
Create and design emails with an editor; manage templates; personalize dynamically
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Sending Outbound Emails
Create targeted lists, schedule and manage bulk email sending.
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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.
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Automated Email Responses
Set up automated nurturing emails based on events, online activities, and lead scores
Online Marketing (7)
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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.
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Dynamic Content
Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.
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A/B Testing
Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.
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Mobile Optimized
Support mobile-optimized emails, online forms, and landing pages.
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
Lead Management (21)
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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.
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Data Quality Management
Data quality consists of deduplication, cleansing, and appending your marketing database.
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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.
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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.
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Lead Nurturing
Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.
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Email Tracking
Track delivered, received, and opened emails
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Automated Alerts and Tasks
Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
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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
Campaign Management (5)
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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.
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Event / Webinar Marketing
Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.
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.
Social (2)
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Multi-Campaign
Manage multiple campaigns in one system
Reporting & Analytics (11)
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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.
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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.
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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.
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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.
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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.)
Metrics (14)
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Engagement
Configures and accurately measures an appropriate measure of engagement, such as average session length.
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Exit Tracking
Accurately determines where users close the app during their sessions.
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Retention
Accurately measures bounce rate.
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Return
Tracks user return rates and related metrics.
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Conversions
Tracks what proportion of users convert via a certain action.
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Uninstall Tracking
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Location Tracking
Identify the physical location of an individual, asset, device, etc.
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Retention Tracking
Measures the retention rate and satisfaction of customers.
Visitor Tracking
Track visitors and purpose of visits
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Revenue Tracking
Variation Testing (6)
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A/B Testing
Test changes to a screen by administering the change to a portion of visitors and measuring conversion.
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WYSIWYG Editor
Quickly create variant web pages with an easy-to-use WYSIWYG editor.
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Conversion Goal
Able to set any user action as the conversion goal of the test.
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Percentage of Traffic
Able to adjust both the percentage of total traffic being tested and the proportion of the tested traffic that sees A and that sees B.
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Confidence Level
Able to view or adjust the necessary confidence level of your test.
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Multivariant Testing
Test multiple changes at once by directing traffic to a random combination of all changes being analyzed.
Reporting (2)
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Segmentation
Break down a population of users by demographics, sequence actions, time, and able to build custom segments.
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Reports and Dashboards
Access pre-built and custom reports and dashboards.
Personalization (11)
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Standard Targeting
Deploy different versions of app screens based on user demographics, user activity, etc. with out-of-the-box configuration.
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Custom Targeting
Show different versions based on any variable set up to be tracked on the app's back end.
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Data Segmentation
Segment data by various user demographics to find deeper trends within specific user groups.
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Recommendation
Recommend products based on order history and online behavior
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Content
Provide custom content to website visitors based on their online behavior
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Cart Abandonment
Deliver messages targeted at buyers who are about to leave an online store
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Search
Optimize search based on the role of the user or inventory availability
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Personalization Engine
Machine learning or artificial intelligence that powers the personalization features of the platform.
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Product Recommendations
Tools to automatically recommend products to a customer based on their viewing or purchasing history.
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A/B Testing
The ability to test various configurations and recommendations to determine which are most successful with customers.
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Personalized Messaging
Tools to create personalized messaging based on customer data collected from purchases or viewing history.
Administration (8)
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API / Integrations
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.
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QA Testing
Able to test that event and variable setup are reporting data accurately.
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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.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Scheduling
Ability to schedule push notifications at a specific date and time, or set an expiration for time-bound messages
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Triggered Notifications
Provides the ability to automate notifications based on user behavior
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Segmentation
Ability to segment audiences based on device type, location, demographics, customer behavior, etc.
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Integrations
Ability to integrate with other software that stores customer data to generate reminders (i.e. CRM software)
User Identification (4)
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Demographics
Identifies user demographics like gender or age.
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User Segmentation
Enables the view of analytic data based on user segment.
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Geolocation
Identifies users locations.
Predictive Analytics
Predict future data based on historical data sets
Tracking & Reporting (8)
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Custom Event Tracking
Enables you to define custom events for analysis.
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Real-Time Insights
Provides real-time reports.
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Attribution
Measures user acquisition analytics.
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Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
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User Path Tracking
Displays a users progress throughout specific paths in an application.
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User Activity History
Displays a users activity history.
Multi-Channel Attribution
A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey
In-App Events Tracking
Track user activities and events within an application.
Analysis (10)
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Application Attribution
Attributes app installs to the marketing campaigns and media sources that drove it.
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Campaign Analysis
Measures impact and effectiveness of mobile marketing campaigns.
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Uninstall Tracking
Measures user-level uninstall insights.
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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
Campaigns (21)
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Proximity Marketing
Collects geo-location data on mobile users to customize relevant campaigns.
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Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
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Bulk SMS
Provides templates for mass mobile messaging campaigns
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Two-Way Text Messaging
Facilitates two-way text messaging to encourage consumer engagement and loyalty
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Email Campaigns
Personalizes and optimizes email mobile marketing campaigns.
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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
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Customize
Allow users to customize their messages.
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Scheduling
Schedule push notifications to be delivered at a specific date and time, or set an expiration for time-bound messages
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Retarget
Retarget your messages based on previous user engagement.
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Segmentation
Segment audience based on device type, location, demographics, customer behavior, etc.
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Triggered Notifications
Automate notifications based on user behavior
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Engagement (2)
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Coupons and Promotions
Sends out coupons and promotions to reward and entice mobile device users.
Social Promotion
Market event via social media tools
Marketing Operations (24)
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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
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White Label
Offers a white labeling service for agencies or resellers to customize platform branding
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
Visitor Behavior (2)
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Monitoring
Monitor the behavior of website and online store visitors
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Targeting
Ability to target website visitors based on behavioral patterns
Templates (3)
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Library
Provide a library of templates for various purposes such as website engagement or e-commerce
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Customization
Allows users to customize templates and use them on multiple channels easily
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Optimization
Track the performance of different versions of templates and suggest optimizations
Multichannel (3)
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Web
Integrate personalized content and recommendations on websites
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Email
Define customized email templates which are sent automatically
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Mobile
Include personalization features that are mobile-friendly and responsive
User Analysis (4)
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Survey Implementation
Allows you to deploy NPS surveys to users.
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Data Analysis
Analyzes user survey responses and information in the application.
Real-Time Data
Receive data and information in real time
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
User Support (3)
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User Segmentation
Organizes users into predefined groups and provides different responses based on group.
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Multi-Language Support
Supports multiple languages.
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Behavior-responsive Messaging
Provides responses based on user behavior and feedback.
Walkthrough Type (1)
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Audio-visual Walkthroughs
Supports audio and video-based walkthroughs.
Analytics (3)
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Campaign Performance
Track and report on performance metrics and conversions
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Audience Insights
Report on audience demographics and engagement
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Segmentation (2)
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A/B Testing
Provides native A/B testing for content and campaigns.
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Customer Profiles
Allows users to build and analyze customer profiles.
Targeting (2)
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Behavioral Targeting
Presents messaging depending on customer behavior.
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Contextual Targeting
Presents messaging depending on customer context.
Triggered Content (3)
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Geofencing
Content triggered by customer's given geolocation.
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Triggered Emails
Emails triggered by customer activity or behavior.
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Triggered Messages
Messages triggered by customer activity or behavior.
Personalized Content (3)
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Recommendation Engine
Provides recommendations based on customer metrics.
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Personalized Discounts
Calculates and presents customized discounts.
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Website Personalization
Personalizes web experiences and presented content based on customer metrics.
Text Messaging (13)
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Bulk SMS
Enables users to send mass text message campaigns
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Two-Way Text Messaging
Facilitates two-way text messaging to encourage consumer engagement and loyalty
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Text Scheduler
Provides the ability to schedule single or bulk text messages to recipients on a specific date and time
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Automatic Replies
Provides automatic text message replies to recipients
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Automatic URL Shortening
Provides automatic URL shortening to use less characters via text
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MMS Marketing
Sends out multimedia via text messages, such as coupons, pictures, and audio
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Personalization
Offers features for personalizing text messages based on customer information or past behavior
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Transactional SMS
Allows users to establish automated workflows and triggers to deliver transactional text messages
Link Shortening
Shorten long links into custom or branded links
SMS Messaging
Send messages via SMS
Scheduled Messaging
Send individual or bulk text messages at predetermined times
Chat/Messaging
Communicate using direct chat or messages within the system
2-Way Messaging
Send and receive text messages to communicate with clients or prospects in real-time
Data Sourcing (7)
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Data Enrichment
Uses external data sources to improve customer profiles.
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Expandability
Can be updated to accept new sources and types of data.
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Content Marketing
Can act as a content marketing platform.
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Multiple Devices
Can engage with customers across any device with a consistent message.
Email Marketing
Create and send email blasts/campaigns
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Real-Time Data
Receive data and information in real time
Intelligence (3)
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Marketing Metrics
Provides analysis of marketing program ROI and efficiency.
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Predictive Modeling
Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.
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Recommendation Engine
Uses artificial intelligence to provide suggestions based on desired outcomes.
Optimization (7)
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A/B Testing
Test variations of a push notification on a portion of users and track conversions
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Personalization
Personalize messages with contextual data such as customer names or product recommendations
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Rich Notifications
Enhance messages with images, emojis, animated gifs, or videos
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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.
Functionality (4)
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Integration
Integrate into software or apps via API or SDK.
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Location Tracking
Identify a user's physical location.
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Location Triggers
Generate notifications, alerts, or in-app events upon reaching a geofenced location(s).
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Location Determination
Differentiate between behavioral and proximital locations for users.
Management (4)
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Fence Drawing
Designate specific geofences, such as store locations, airports, or residential areas.
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Compliance
Maintain compliance (e.g., GDPR) regarding location data management.
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Analytics
Generate analytics dashboards and reports based on location data.
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International Usability
Expand geofencing capabilities to multiple countries with up-to-date geographic data.
Administration (4)
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Marketing Campaigns
The ability to create and customize marketing campaigns based on user data.
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Reports & Analytics
Easily digestible visual representations of data collected by the platform.
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User Data
Data collected from customers to be analyzed by analytics tools or other e-commerce software.
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Integrations
The ability to integrate with a variety of e-commerce software platforms in order to share data and other functionality.
Platform Basics (12)
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Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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Exporting
Ability to export customer journey maps in a variety of formats to present and analyze.
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Multi-user Access and Collaboration
Allow team members to invite others to collaborate on journey maps and make direct changes.
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Multiple Personas
Provide the ability to compare the experiences of multiple personas in one journey map.
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Data Analytics
Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation.
Predictive Analytics
Predict future data based on historical data sets
Behavioral Analytics
Track and analyse user behavior within a system or network
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
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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 (3)
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Journey Mapping
Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data.
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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.
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Automated Alerts
Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements.
SMS Platform (7)
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Reporting
Provides pre-built or customizable performance reports
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Marketing Automation
Automate workflows and trigger campaigns based on customer actions
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White Label
Offers a white labeling service for agencies or resellers to customize platform branding
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Text-to-Landline
Text enables landline phones so users can receive text messages sent to an existing business number
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Short Codes
Provides businesses with 5- to 6-digit short codes for running text marketing campaigns
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API Integration
Facilitates the integration of text messaging into existing business applications through an SMS gateway API
QR Codes
Matrix barcode that stores information
Messaging Channels (4)
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SMS Messaging
Ability to send reminders via SMS messaging to a mobile device
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Email
Ability to send proactive notifications via email
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Voice Messaging
Ability to send reminders via voice messaging
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Two way messaging
Ability to support a two way messaging/conversation between customer and customer support agent
WhatsApp Messaging - WhatsApp Marketing (6)
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Transactional Messages
Allows users to establish automated workflows and triggers to deliver transactional WhatsApp messages and notifications
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Bulk WhatsApp Messaging
Enables users to send mass WhatsApp marketing campaigns
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Conversational Messaging
Facilitates two-way WhatsApp messaging to encourage subscriber engagement and loyalty
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Personalization
Offers features for personalizing WhatsApp messages based on customer information or past behavior
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Promotional Messages
Allow users to share promotions with subscribers via WhatsApp
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Automated Replies
Provides automated WhatsApp message replies to recipients
WhatsApp Business Platform - WhatsApp Marketing (4)
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Segmentation
Deliver tailored promotions to specific audience segments
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API Integration
Facilitates the integration of WhatsApp messaging into existing business applications through WhatsApp Business API
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WhatsApp Commerce
Allow customers to browse, discover, research, purchase, and complete payment in real-time
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Analytics
Provides analytics on opt-ins, open and delivery rates, and click-throughs
Platform Basics - Digital Adoption Platform (2)
Integration
Enables integration with web-based software, websites, or other software applications.
Communications
Provides cued prompts, messages, tooltips, notifications and branded tutorials.
Analytics - Digital Adoption Platform (4)
Analytics
Manages user interactions and analyzes user behavior data within the software or application.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
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
Functions - Digital Adoption Platform (3)
Customer self-service
Supports self-service features like troubleshooting, form completion, or knowledge base access.
In-app guidance
Provides in-app guidance on company-specific tools and workflows for onboarding.
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Agentic AI - Customer Journey 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
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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 - Marketing Analytics (5)
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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
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 - Push Notification (4)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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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
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
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
Agentic AI - Personalization (7)
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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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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
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Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - SMS Marketing (9)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Campaign Planning
Plan and strategize marketing campaigns
Multi-Language
Manage and support multiple languages
Agentic AI - Customer Journey Mapping (1)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - E-Commerce Personalization (2)
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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 - Marketing Automation (7)
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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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Decision Making
Makes informed choices based on available data and objectives
Campaign Planning
Plan and strategize marketing campaigns
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
Agentic AI - Digital Adoption Platform (4)
Adaptive Learning
Improves performance based on feedback and experience
Asynchronous Learning
Supports flexible learning at different times (i.e., learners can access course materials at their own pace)
Blended Learning
Supports learning paths that combine in-person classes with online/virtual courses
Self-paced Learning
Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge
AI Automation - SMS Marketing (1)
AI SMS
Uses AI to automate audience targeting, SMS message personalization, and performance optimization.
AI Content Generation - SMS Marketing (1)
AI SMS
Use AI to generate personalizaed SMS copy for SMS campaigns
AI Personalization - Personalization (3)
Predictive Recommendations
Uses AI to recommend products, content, offers, or experiences based on customer behavior, preferences, and historical interactions.
Audience Segmentation
Uses AI to dentify and build audience segments using customer attributes, behaviors, and engagement data.
Adaptive Content
Use AI to dynamically adapt content for each visitor using behavioral, contextual, and customer data
Additional Functionality (353)
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
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
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
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Website Personalization
Customize website features
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Real-Time Reporting
Active reporting of data and metrics
Content Analytics
Behavioral Targeting
Display advertising and marketing messages to users based on their browsing history and preferences
Account Based Marketing
Provide personalized marketing content
Website Analytics
Track and analyze information regarding website visitors
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Customer Profiles
Record customer information, purchase history, and other notes
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Customizable Branding
Add customized logos and colors to align with company branding
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
API
Application programming interface that allows for integration with other systems/databases
Abandoned Cart Saver
Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Contextual Targeting
Experience Management
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.
WYSIWYG Editor
What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Multi-Campaign
Manage multiple campaigns in one system
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Customizable Forms
Customize contracts and forms to collect specific information
Email Marketing
Create and send email blasts/campaigns
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
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Push Notifications
Trigger clickable pop-up messages
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Data Modeling
Conceptual model of how data items relate to each other
Funnel Analysis
Method of analysis that visualizes the series of events that lead towards a defined goal.
For Marketers
For the intention to be used by marketing teams
Single Sign On
Allow users to access multiple services after entering their login credentials once
Workflow Management
Create, design and manage workflows for repetitive tasks
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Mobile Access
Access software remotely via mobile devices
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Alerts/Escalation
System alerts about the need to escalate an issue or request
Data Import/Export
Import and export data to and from software applications
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Session Recording
Record active support and chat sessions for auditing and training
Data Visualization
Graphical representation of data
Root Cause Analysis
Identify and analyse the reasons behind accidents
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
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.
Cohort Analysis
Analytics that breaks the data in a data set into related groups/categories.
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Heatmaps
A visual display that uses a color spectrum to show how visitors interact with areas of a web page
Customizable Branding
Add customized logos and colors to align with company branding
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
API
Application programming interface that allows for integration with other systems/databases
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
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.
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
Reputation Management
Monitor and manage customers' perceptions about a business, product, or service
Polls/Voting
Enable custom polls/voting to facilitate decision-making or increase engagement
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Landing Pages/Web Forms
Create landing pages or online forms designed to capture new leads and prospects
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
API
Application programming interface that allows for integration with other systems/databases
Text-to-Win
Messaging system designed for contests and sweepstakes
Mobile Coupons
Electronic coupons delivered to a mobile device that can be exchanged for a discount
Natural Language Processing
Process and analyze human language in text or audio form
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Contact Management
Manage, organize, and store contact information
Activity Tracking
Track and document all activities across devices, networks, and other systems
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Keyword Tracking
Track and monitor a specific set of keywords
Multi-Campaign
Manage multiple campaigns in one system
Mass Texting
Send messages to multiple subscribers at the same time
Interaction Tracking
Track interaction history by documenting conversations for contacts
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Consent Management
Manage user consent requests and documents
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Open Rate Tracking
Track the number of open emails, messages, and texts for any campaign
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Automated Responses
Automatic reply functionality for incoming messages
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Templates
Sample files or documents that could be customized as needed or used as is
Survey Builder
Create and manage surveys
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customizable Fields
Customize data fields to support various needs and use cases
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Mobile Alerts
Notifications via mobile devices
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
MMS
Sending/receiving messages with multimedia content like images, audio, or video over a cellular network
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Mobile Keywords
Unique word that contains letters or numbers that identifies specific campaigns
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Autoresponders
Create and automatically send premade copy in response to customer messages
Survey/Poll Management
Create and administer polls and surveys
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Task Management
Create, manage and track all task activities and progression
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
In-App Training
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Gamification
Games or game-like elements to track progress and reward accomplishments
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Customizable Fields
Customize data fields to support various needs and use cases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Reports
Alter the layout and content of reports
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Launch Management
Content Library
Centralized repository to store content and assets
API
Application programming interface that allows for integration with other systems/databases
User Onboarding
Guide new users to understand and become proficient in using a product or service
Customizable Branding
Add customized logos and colors to align with company branding
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Data Quality Control
Establish guidelines about how much and what kind of data can be stored in the repository
Data Import/Export
Import and export data to and from software applications
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Self Service Tools
Survey/Poll Management
Create and administer polls and surveys
Learning Management
Organize and track educational activities
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Interactive Content
Allow the audience to interact or engage with the content
Activity Tracking
Track and document all activities across devices, networks, and other systems
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Training Management
Track employee/learner's progression through training programs
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Content Creation
The ability to create unique 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
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.
API
Application programming interface that allows for integration with other systems/databases
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Lead Generation
Manage the process of attracting and converting business prospects into leads
Data Integration
Combining data from different sources and providing a unified view
Customer Activity Tracking
A report showing what actions customers perform
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Tracking
Track and document all activities across devices, networks, and other systems
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Lead Capture
Automatically identify and save contact information of potential customers
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Real-Time Analytics
Analyze and gain insights into data in real-time
Email Management
Manage, store and organize emails within the system or via third-party apps
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Predictive Analytics
Predict future data based on historical data sets
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Personalization
Adjust communications based on previous interactions or personal preferences
Campaign Planning
Plan and strategize marketing campaigns
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Behavioral Analytics
Track and analyse user behavior within a system or network
Email Tracking
Track delivered, received, and opened emails
Campaign Analytics
Track and interpret campaign performance metrics
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
GDPR Compliance
Ensure compliance with the General Data Protection Regulation protocols
Customer Profiles
Record customer information, purchase history, and other notes
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Multiple Data Sources
Allows users to manage data from a number of sources
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Map Creation
Create custom maps
Email Marketing
Create and send email blasts/campaigns
Single Sign On
Allow users to access multiple services after entering their login credentials once
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
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
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Data Linking
Collating information from different sources in order to create a more valuable and helpful data set.
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Data Visualization
Graphical representation of data
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Workflow Management
Create, design and manage workflows for repetitive tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Personalization
Adjust communications based on previous interactions or personal preferences
Customizable Reports
Alter the layout and content of reports
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Customer Profiles
Record customer information, purchase history, and other notes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Data Import/Export
Import and export data to and from software applications
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Attribution Modeling
Analyzes the amount of credit that should be assigned to sales and conversion touchpoints.
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Map Sharing
Share maps with internal and external stakeholders
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Customizable Branding
Add customized logos and colors to align with company branding
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customer Touchpoints
Identify specific interactions between customers and brands
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Diagramming
Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.
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
Storyboarding
Dictate the order and pace of an eLearning course, including the logic for how different learners progress
Customer Segmentation
Process of dividing customers into groups based on common characteristics
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
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Program management is a crucial part of all organizations. Learn more about program management, how it differs from project management, the responsibilities of a program manager, and more.
QA testing is the process of verifying software works as intended before release. Learn how it works, its types, and how it differs from QC.
User segmentation is the action of separating different users into specific groups, or segments, based on common characteristics.


