[
Manago AI Reviews
](https://www.g2.com/products/manago-ai/reviews)

[
Manago AI Reviews
](https://www.g2.com/products/manago-ai/reviews)

# Manago AI Features

##### 
## Integration (4)

Data Import & Export Tools

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

Integration APIs

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

Breadth of Partner Applications

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

Social Media Integration

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

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##### 
## Platform (12)

Customization

System provides sufficient customization to meet business requirements

Workflow Capability

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

User, Role, and Access Management

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

Internationalization

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

Sandbox / Test Environments

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

Performance and Reliability

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

Output Document Generation

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

Lead Generation

Manage the process of attracting and converting business prospects into leads

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Lead Management

Store information about leads or contacts and track, manage and nurture them throughout the sales process

List Management

Manage contacts across multiple mailing lists

Mobile Access

Access software remotely via mobile devices

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

Building and Personalizing Emails

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

Sending Outbound Emails

Create targeted lists, schedule and manage bulk email sending.

Manage Email Deliverability

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

Automated Email Responses

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

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##### 
## Online Marketing (8)

Landing Pages and Forms

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

Dynamic Content

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

A/B Testing

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

Mobile Optimized

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

Search Tracking and Optimization

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

Conversion Rate Optimization

Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)

Multivariate Testing

Create many versions of emails, forms, or actions and gauge which is most effective

Customizable Forms

Customize contracts and forms to collect specific information

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##### 
## Lead Management (24)

Marketing Lead Database

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

Data Quality Management

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

Segmentation

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

Lead Scoring and Grading

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

Lead Nurturing

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

Email Tracking

Track delivered, received, and opened emails

Automated Alerts and Tasks

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

CRM Lead Integration

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

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Real-Time Data

Receive data and information in real time

Social Marketing

Manage campaigns and track engagement for marketing efforts across social media channels

Email Marketing

Create and send email blasts/campaigns

Multi-Channel Marketing

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Conversion Tracking

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

ROI Tracking

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Activity Tracking

Track and document all activities across devices, networks, and other systems

Engagement Tracking

Tracks metrics that provide insight into how a user interacts with any interface or product

Campaign Segmentation

Search Marketing

Track visibility and traffic from search engines

SMS Marketing

Send promotional campaigns or transactional messages via text messages

Website Visitor Tracking

Monitor activity of individuals who visit your website using cookies

Segmentation

Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.

Predictive Scoring

Automatically scores prospects based on behavior and engagement levels.

Account Identification

Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.

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##### 
## Campaign Management (7)

Program Management

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

Event / Webinar Marketing

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

Calendaring

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

Budgeting

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

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.

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##### 
## Social (3)

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

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##### 
## Reporting & Analytics (10)

Basic Reporting

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

Web Analytics

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

ROI Analytics

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

Revenue Analytics

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

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.)

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##### 
## Social Management (4)

Multi-Campaign

Manage multiple campaigns in one system

Customer Engagement

Initiate interactions with customers by proactively starting conversations or providing informational content

Automated Publishing

Establish rules for automatic propagation of social media posts across one or more channels

Real-Time Analytics

Analyze and gain insights into data in real-time

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##### 
## Lead Intelligence (3)

Market Insights

Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.

Account-level Insights

Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.

Lead Analysis

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

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##### 
## Marketing Campaigns (5)

Omni-Channel Tracking

Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.

Revenue Planning

Helps allocate marketing budget based predicted amount of incoming revenue.

Media Attribution

Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.

Opportunity Timeline

Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.

Customization

Allows for custom report types to match the goals of a company.

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##### 
## Campaign Execution (4)

Website Personalization

Provides tools that dynamically serve content, messaging, and calls-to-action.

Prioritized Accounts

Helps determine which accounts have the highest/lowest opportunity to convert.

Trending Accounts

Helps determine the direction of each individual account and how to engage through specific content.

Email Campaigns

Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels.

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##### 
## Communication (7)

Pop-up Chat

Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.

Notifications

Delivers notifications to both sides of the conversation.

Targeted Emails

Sends automated emails to further engage clients and potential clients.

In-App Messaging

Allows for live chat to be enabled within the app for customer help.

Co-Browsing

Allows agents to join a customer's browser session and navigate through the website with them.

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Real-time Consumer-facing Chat

Engage in direct, instant messaging with consumers

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##### 
## Internal Use (6)

Customization

Allows users to customize chat colors, text, logos, and branding.

Conversation Archiving

Archives conversations in a separate location for later reference.

Lead Development

Enables employees to denote potential customers.

Knowledge Base

Establishes a knowledge base for employee reference during conversations.

Team Inbox

Provides a central location for help requests, helping employees respond sooner.

Customer Profiles

Allows for the creation of profiles for contacts and customers.

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##### 
## Marketing Operations (24)

ROI Tracking

Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs

Data Collection

Gathers data about the effectiveness, impact, and reach of marketing campaigns

Customer Insights

Collects and reports on data relating to customer journeys, preferences, and history

Multi-User Access

Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results

Spend Management

Includes features for budgeting, forecasting, and managing marketing investments

Multi-Channel Data Collection

Collect information from multiple sources

Engagement Tracking

Tracks metrics that provide insight into how a user interacts with any interface or product

Keyword Tracking

Track and monitor a specific set of keywords

Behavior Tracking

Track visitors'/audience's responses across web pages and other optimized content

Campaign Tracking

Track the performance of marketing campaigns across multiple channels.

Conversion Tracking

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

SEO Management

Optimize and manage the search engine optimization efforts for a website or digital content

Tag Management

Generate or append custom campaign parameters to URLs

Real-Time Data

Receive data and information in real time

Activity Tracking

Track and document all activities across devices, networks, and other systems

Click Tracking

Track the amount of clicks on individual products to measure campaign results

Contact Management

Manage, organize, and store contact information

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Lead Management

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Email Management

Manage, store and organize emails within the system or via third-party apps

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Channel Management

Manage various distribution channels, build relations with channel partners, and track their performance

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Workflow Management

Create, design and manage workflows for repetitive tasks

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##### 
## Campaign Activity (14)

Campaign Insights

Analyzes historical and current marketing campaigns to inform future strategy

Reports and Dashboards

Creates reports and dashboards to analyze results of campaigns

Campaign Stickiness

Identifies which marketing campaigns resolved in open or closed opportunities

Multichannel Tracking

Collects marketing campaign performance data across multiple channels

Brand Optimization

Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback

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

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##### 
## Messenger (5)

Sequencing

Mapped-out responses for conversations.

AI

Artificial intelligence (AI) and chatbot involvement.

Video Chat

Chat with your counterparts over the video in real time

Customization Interface

Quality of interface for designing and customizing conversation maps.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

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##### 
## Channels (6)

Social Media Integration

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Website

Conversations enacted through embedding or pop-ups on websites.

Text Message (SMS)

Conversations enacted through text message (SMS).

Voice Assistants

Conversations enacted through voice assistants.

Other

Conversations enacted through other channels.

Multi-Channel Marketing

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

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##### 
## Customers (7)

Audience Targeting

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Profiles

Creation and modification of customer profiles based on conversations.

Analytics

Reporting based around specific and overall conversation results.

Lead Gathering

Capture and organization of leads from conversations.

Sales Conversion

Success rate of conversations leading to customer purchases.

Customer Service Analytics

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

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##### 
## Campaigns (6)

Customize

Allow users to customize their messages.

Scheduling

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

Retarget

Retarget your messages based on previous user engagement.

Segmentation

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

Triggered Notifications

Automate notifications based on user behavior

Customer Segmentation

Process of dividing customers into groups based on common characteristics

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##### 
## Analytics (5)

Campaign Performance

Track and report on performance metrics and conversions

Audience Insights

Report on audience demographics and engagement

Drip Campaigns

Send automated marketing emails based on user actions over a predetermined period

Reporting and Analytics

Provides reporting and analytics tools to quantify the results of the experiment.

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

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##### 
## Data Sourcing (6)

Data Enrichment

Uses external data sources to improve customer profiles.

Expandability

Can be updated to accept new sources and types of data.

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

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##### 
## Intelligence (3)

Marketing Metrics

Provides analysis of marketing program ROI and efficiency.

Predictive Modeling

Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.

Recommendation Engine

Uses artificial intelligence to provide suggestions based on desired outcomes.

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##### 
## Optimization (7)

A/B Testing

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

Personalization

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

Rich Notifications

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

Integrations

Integrate with third-party marketing or e-commerce software

App Notifications

Set-up notifications and alerts for mobile apps.

SMS Notifications

Set-up SMS-based notifications and alerts for mobile devices.

Web Notifications

Set-up notifications and alerts for web browsers and apps.

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##### 
## Content & Collaboration (1)

Image Library

Store and manage images

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##### 
## Experimental Design (6)

Multivariate testing capacities

Allows for the testing of multiple variables at a time during a single test.

Split Testing

Conduct tests to compare performance across various versions of content (web pages, images, emails, etc.)

Mobile Testing

Allows mobile web pages to be tested during A/B experiments.

AI Assisted Testing

Uses AI to generate or suggest experiment variations to test website versions.

AI Generated Variations

Uses AI or machine learning to automatically optimize traffic distribution between experiment variations.

Multivariate Testing

Create many versions of emails, forms, or actions and gauge which is most effective

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##### 
## Computing (4)

WYSIWYG

What You See is What You Get (WYSIWYG) features allow the editing of web pages without HTML. This means you can directly edit pages with images and text without any coding.

AI/Machine Learning

Uses algorithms and continuous data entry to enable the technology to develop insights and optimize testing.

Little to No Coding

Requires little to no knowledge of coding. Usually this means it comes with prewritten code.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

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

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.

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##### 
## Agentic AI - A/B Testing (2)

Audience Targeting

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

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##### 
## Agentic AI - Marketing Analytics (4)

Cross-system Integration

Works across multiple software systems or databases

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.

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##### 
## Agentic AI - Push Notification (1)

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

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##### 
## Agentic AI - Personalization (1)

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

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##### 
## Agentic AI - Account Data Management (5)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Marketing Automation (3)

Cross-system Integration

Works across multiple software systems or databases

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Campaign Planning

Plan and strategize marketing campaigns

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##### 
## Agentic AI - Social Media Management (2)

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

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##### 
## Agentic AI - Conversational 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

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

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Multi-Language

Manage and support multiple languages

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##### 
## 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

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##### 
## Additional Functionality (289)

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Mobile Access

Access software remotely via mobile devices

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Workflow Management

Create, design and manage workflows for repetitive tasks

Customizable Reports

Alter the layout and content of reports

Visual Editor

Program to edit text files that renders the content in accordance with embedded markup code such as HTML

Conversion Rate Optimization

Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Campaign Segmentation

Group campaigns by project, client, or campaign for better management.

Widgets

An extended application or connector that enables users to perform additional services with their current set of tools

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Funnel Analysis

Method of analysis that visualizes the series of events that lead towards a defined goal.

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

API

Application programming interface that allows for integration with other systems/databases

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Behavior Tracking

Track visitors'/audience's responses across web pages and other optimized content

Landing Pages/Web Forms

Create landing pages or online forms designed to capture new leads and prospects

Engagement Tracking

Tracks metrics that provide insight into how a user interacts with any interface or product

Geotargeting

Geographic location of visitors determines behavior of the software

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Monitoring

Observe and track the demand, usage, progress or quality of a system, product, or user

Conversion Tracking

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Customizable Branding

Add customized logos and colors to align with company branding

Real-Time Data

Receive data and information in real time

Assessment Management

Creation, administration, and evaluation of assessments or tests

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Data Visualization

Graphical representation of data

Statistical Analysis

Apply statistical/mathematical models to sets of data

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

Customizable Reports

Alter the layout and content of reports

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Customizable Branding

Add customized logos and colors to align with company branding

Social Advertising

Create and manage advertising campaigns on social media networks

Filtering

Find & retrieve relevant data or documents

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Keyword Tracking

Track and monitor a specific set of keywords

Tagging

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Workflow Management

Create, design and manage workflows for repetitive tasks

Post Scheduling

Schedules specific times for content to appear on social media platforms, blogs, websites etc.

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Trend Analysis

Review data from past periods to reveal recurring tendencies and predict future performance

API

Application programming interface that allows for integration with other systems/databases

Data Visualization

Graphical representation of data

Sentiment Analysis

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Social Promotion

Market event via social media tools

@mentions

An @mention is a way to tag or notify a specific person about a message/post

Social Media Monitoring

Track activity on sites such as Facebook, Twitter, Instagram, etc.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Engagement Tracking

Tracks metrics that provide insight into how a user interacts with any interface or product

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Brand Tracking

Monitor social media posts or web that mention a particular brand

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Commenting/Notes

Leave comments and notes on documents for others to view

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

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

API

Application programming interface that allows for integration with other systems/databases

Single Sign On

Allow users to access multiple services after entering their login credentials once

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Canned Responses

Shortcuts for inputting frequently used messages

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Transfers/Routing

Transfer queries and organize messages between agents

Geotargeting

Geographic location of visitors determines behavior of the software

Interaction Tracking

Track interaction history by documenting conversations for contacts

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Transcripts/Chat History

View messages sent by both parties during the chat conversation

Document Storage

Store and organize documents in a centralized system

Screen Sharing

Digitally share screen view with others

Contact Management

Manage, organize, and store contact information

Autoresponders

Create and automatically send premade copy in response to customer messages

Multi-Channel Communication

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Mobile Access

Access software remotely via mobile devices

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Offline Form

Form to collect visitor contact information when live chat isn't available

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Support Ticket Management

Allow customers/users to submit support queries and service requests

File Sharing

Public or private sharing of digital files such as documents, audio/video, images, and more

Customizable Fields

Customize data fields to support various needs and use cases

API

Application programming interface that allows for integration with other systems/databases

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Lead Nurturing

Engage with a lead throughout the sales process by actively providing information

Human Handover

Lead Management

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Product Recommendations

Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history

Customer Experience Management

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

SMS Messaging

Send messages via SMS

Appointment Management

Manage various aspects of appointments including booking, rescheduling, canceling

Chat/Messaging

Communicate using direct chat or messages within the system

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Lead Distribution

Route and distribute your leads to third party buyers

Campaign Segmentation

Group campaigns by project, client, or campaign for better management.

Data Import/Export

Import and export data to and from software applications

A/B Testing

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Real-Time Data

Receive data and information in real time

Real-time Conversations

Send and receive messages in real-time via an online communication channel

Customizable Branding

Add customized logos and colors to align with company branding

Lead Qualification

Score a lead on their quality or likelihood to buy based on certain behaviors

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Autoresponders

Create and automatically send premade copy in response to customer messages

Contact Database

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Customer Segmentation

Process of dividing customers into groups based on common characteristics

One-to-One Messaging

Send personal messages to clients or attendees

Communication Management

Manage and track all internal and external communication conducted via calls, email, text, or chat

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

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

Appointment Scheduling

Schedule appointments via a calendar

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Event Triggered Actions

Predefined actions automatically performed on the occurance of specific events

Chatbot

AI-based platform which conducts a conversation via auditory or textual methods

Group Messaging

Group messaging lets multiple people carry on a group conversation

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Customer Database

A collection of customer information such as contact details, demographics, previous interactions, etc.

Multi-Channel Communication

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Email Automation

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Engagement Tracking

Tracks metrics that provide insight into how a user interacts with any interface or product

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.

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

Show More

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Social Engagement](/glossary/social-engagement)

Social engagement is the level of interaction people or brands have with online communities, helping build relationships, trust, and audience loyalty.

[Content Libraries](/glossary/content-libraries-definition)

Content libraries are a huge digital asset in a company’s content creation process. Learn more about content libraries and how they benefit marketing strategies.

[Program Management](/glossary/program-management)

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.

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##### Categories on G2

[
Live Chat
](https://www.g2.com/categories/live-chat)[
Social Media Management
](https://www.g2.com/categories/social-media-mgmt)[
Marketing Automation
](https://www.g2.com/categories/marketing-automation)

[
Conversational Marketing
](https://www.g2.com/categories/conversational-marketing)[
Marketing Analytics
](https://www.g2.com/categories/marketing-analytics)[
Account Data Management
](https://www.g2.com/categories/account-data-management)[
Personalization
](https://www.g2.com/categories/personalization)[
Push Notification
](https://www.g2.com/categories/push-notification)[
Customer Data Platform (CDP)
](https://www.g2.com/categories/customer-data-platform-cdp)[
A/B Testing
](https://www.g2.com/categories/a-b-testing-tools)

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