Omnisend 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 (26)
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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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Custom Tracking Domain
Ability to define a custom domain from which emails are sent.
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Multiple Domains
Able to send emails from multiple domains.
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Dedicated IP
Ability to use a dedicated IP for deliverability.
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Documentation
Availability and quality of documentation for API, code library, implementation, and set up.
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Sender Reputation Management
Ability for the platform to manage individual domain reputations. That way, senders with good sending practices are not penalized based on the sending practices of others.
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Tracking & Reporting
Tracks emails sent and delivery rates and compiles them into standard reports.
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Enterprise Scalability
Provides features and infrastructure to allow scaling for large organizations.
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Performance and Reliability
Emails are consistently received and software performs reliably.
Workflow Management
Create, design and manage workflows for repetitive tasks
List Management
Manage contacts across multiple mailing lists
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Email Management
Manage, store and organize emails within the system or via third-party apps
Subscription Management
Process of managing customer subscription lifecycle for a recurring service or a product
Click Tracking
Track the amount of clicks on individual products to measure campaign results
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 (8)
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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.
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Search Tracking and Optimization
Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Multivariate Testing
Create many versions of emails, forms, or actions and gauge which is most effective
Customizable Forms
Customize contracts and forms to collect specific information
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 (7)
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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.
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Calendaring
Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.
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Budgeting
Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.
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 (7)
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Social Listening
Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.
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Social Sharing
Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
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Social Campaigns
Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.
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Social Media Engagement
Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.
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Social Media Advertising
Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Multi-Campaign
Manage multiple campaigns in one system
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.)
Administration (8)
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Template Creation
Process for administrator to create personalized email templates from scratch or incorporate and leverage existing templates.
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Preset Template Availability
Quantity and quality of preset email templates for administrators to construct their own emails.
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Custom Unsubscribe
Able to customize the unsubscribe templates, handler, and tracking.
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Email Segmentation
Able to segment transactional emails based on their purpose.
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Detailed Server Logs
Detailed logs for tracking and debugging mail server activity.
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Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Integrations (16)
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Webhooks
Integrates webhooks into emails to signal email status (i.e. sent, bounced, opened, etc.)
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Event Tracking API
API used to track the status of emails.
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Mail Send API
API used to send emails (e.g. Web API, SMTP API)
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Spam Filter Testing
Testing to ensure emails do not go to recipient's spam folder.
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
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
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CRM/Email Integrations
Integrates with popular CRMs and email marketing software
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WCM Integrations
Integrates with web content management systems
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E-Commerce Integrations
Integrates with e-commerce platforms
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Social Media Integrations
Integrates with social networks
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E-Commerce Integration
Integrates with e-commerce platforms.
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Domain Integration
Allows companies to connect landing pages to their existing domain.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Campaigns (10)
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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
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Targeting
Ability to target specific visitors based on referrer, geo-location, cookies, or previous history
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Triggered Campaigns
Ability to trigger time-based or behavior-based pop-up campaigns
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A/B Testing
Tools for creating split A/B tests
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Analytics
Measure and visualize campaign performance and conversion rates
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
Templates (4)
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Text and Themes
Allow users to edit text and themes on email templates
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Stock Images
Provide a library of stock images to use for emails
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Proofing
Offer email proofing capabilities
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Mobile Responsive
Provide mobile responsive email templates
Edit (3)
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Pre-Made
Offer pre-made email templates
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Build
Allow users to create their own email templates
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HTML
Use drag-and-drop HTML editing to create email templates
Logistics (4)
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Analytics
Provide analytics reporting so that users can see how their campaigns perform
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Issues
Allow for users to identify potential issues that would stop their emails from sending
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Integrations
Integrate with email software or email marketing and marketing automation platforms
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Shareable Link
Ability to share email templates via a link to collect feedback on the created emails easily
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
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.
Design and Customization (4)
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Pre-Designed Templates
Provides pre-designed themes and templates for pop-up messages
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Pop-Up Types
Offers a variety of different pop-ups such as opt-in forms, welcome mats, top bars, CTAs, etc.
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No-Code Customization
Allows users to customize pop-up designs through a drag-and-drop editor or other no-code interface
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Mobile Optimized
Pop-ups are optimized to display correctly on mobile devices
SMS Platform (5)
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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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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
Page Customization (5)
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Drag and Drop
Allows users to drag and drop items and content to customize their site's look.
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Templates
Provides ready-made templates for simplified landing page creation.
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Advanced Customization
Allows users to edit a page's HTML or CSS code, or add custom code.
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Content Library
Allows users to upload and manage content such as photos, videos, and audio.
Email Templates
Pre-made examples and templates for emails
Page Optimization (7)
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A/B Testing
Enables users to test changes to a page by administering the change to a portion of visitors and measuring conversion.
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Mobile Responsive
Creates mobile responsive pages for optimized viewing on mobile devices.
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Web Analytics
Gives users insight into unique pageviews, conversions, visitor location and device type, etc.
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SEO
Optimizes content to increase search engine result rankings.
Real-Time Analytics
Analyze and gain insights into data in real-time
Campaign Analytics
Track and interpret campaign performance metrics
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Generative AI (6)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Lead Generation
Manage the process of attracting and converting business prospects into leads
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AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - Landing Page Builders (1)
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Cross-system Integration
Works across multiple software systems or databases
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 - SMS Marketing (9)
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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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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
Campaign Planning
Plan and strategize marketing campaigns
Multi-Language
Manage and support multiple languages
Agentic AI - Vulnerability Scanner (2)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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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 - Email Template Builder (2)
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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
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
Additional Functionality (154)
Social Promotion
Market event via social media tools
Customizable Branding
Add customized logos and colors to align with company branding
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Live Chat
Ability to chat online in real time
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Mass Texting
Send messages to multiple subscribers at the same time
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Email Templates
Pre-made examples and templates for emails
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Lead Capture
Automatically identify and save contact information of potential customers
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Marketing Calendar
See past and upcoming campaigns and communications in a calendar view
Customizable CTAs
Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Data Import/Export
Import and export data to and from software applications
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
API
Application programming interface that allows for integration with other systems/databases
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Multi-Language
Manage and support multiple languages
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Geotargeting
Geographic location of visitors determines behavior of the software
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Subscriber Management
Add or remove subscribers from mailing lists
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Visual Workflow Management
Create, design, and visually represent processes within the software
Authentication
Verify the identity of users/devices to enable secure access
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Contact Management
Manage, organize, and store contact information
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Notification Editor
An editor that enables users to edit all aspects of notifications.
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Branding
Add customized logos and colors to align with company branding
Email Monitoring
Ability to oversee and optimize the operations of a mail server
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Mobile Access
Access software remotely via mobile devices
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
Real-Time Data
Receive data and information in real time
Unsubscribe Database
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Geolocation
Determines the location of a device using GPS or an IP address
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Simple Mail Transfer Protocol (SMTP)
Internet standard communication protocol to transmit electronic mails
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Campaign Analytics
Track and interpret campaign performance metrics
SMS Messaging
Send messages via SMS
Customizable Forms
Customize contracts and forms to collect specific information
Autoresponders
Create and automatically send premade copy in response to customer messages
Email Marketing
Create and send email blasts/campaigns
Message Personalization
Personalize text messages using templates and custom fields
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Dynamic Content
Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience
Customizable Fields
Customize data fields to support various needs and use cases
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
Email Distribution
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
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Form Builder
Adds a customizable form to the landing page, usually for the purposes of lead generation
Contact Management
Manage, organize, and store contact information
Website Management
Built-in website builder or integration with third-party site
API
Application programming interface that allows for integration with other systems/databases
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Email Marketing
Create and send email blasts/campaigns
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Website Publishing Options
Options for publishing a website/landing page online, whether through a publishing site plugin, the user's site, or a subdomain
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Branding
Add customized logos and colors to align with company branding
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
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
Customizable Forms
Customize contracts and forms to collect specific information
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Real Time Editing
Preview and make real-time changes in the web content
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Forms Management
Store, manage and track all forms in a centralized location
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Customizable Fields
Customize data fields to support various needs and use cases
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Autoresponders
Create and automatically send premade copy in response to customer messages
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
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Activity Tracking
Track and document all activities across devices, networks, and other systems
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Responsive Web Design
Web design that automatically adjusts to look good on different screen sizes
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Lead Capture
Automatically identify and save contact information of potential customers
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Technology Glossary Features
View definitions of the features and discover new technology terms.
What are webhooks and why are they useful? Our G2 guide can help you understand webhooks and their use cases.
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.
Email segmentation is the process of segregating a contact database to create email segments with shared and similar characteristics. Learn more about email segmentation, best practices, and how email marketers can perform email segmentation.
What is dedicated IP and how does it help organizations? Our G2 guide can help you understand dedicated IP and the benefits it offers.


