Marketing Automation module for Perfex CRM V1.0.0

Note: This is a module for Perfex CRM.

Not a standalone script.

Brief description Marketing Automation Module automates marketing actions or tasks, streamlines marketing workflows, and measures the outcomes of marketing campaigns.

This module provides a central marketing database for all marketing information and interactions, helping marketers create segmented, personalized, and timely marketing experiences for customers or prospects.

This module provide automation features across multiple aspects of marketing including email, social media, lead generation, direct mail, digital advertising, and more.

This solution helps companies to sell and market better by automating the marketing activities and providing a personalised marketing experience across online and offline channels.

Module Features Dashboard: Lead Stats, Form Submissions, Email Stats … Segments Management Assets Management Forms Management Campaign Management Email Channel Management SMS Channel Management Point Management Stage Management Workflow Builder Email Builder Reports: Campaign report Email channel report SMS channel report Asset report Form report Lead and Point report Settings: Category Email Templates SMS Templates Email Configuration Email Sending Limit Form Custom CSS Demo Marketing Automation Demo Set-up Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

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Feel free to raise a support ticket.Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog Version 1.0.0 / 2022-09-24 Initial version Version 1.0.1 / 2024-06-03 Leads can be classified by Status in Segment Update customers with View Global and View Own rights Unsubscribe can change the content Send emails and SMS in the lead's language Create point actions that allow adding points by country Added a tab displaying participated campaigns and points achieved in the lead detail view Added an action to add points when downloading files Allows creating and running campaigns for customers Allow custom css for forms Fix bug that when the template is empty, SMS and email will fail Version 1.0.2 / 2024-06-03 Add custom CSS to the form Version 1.0.3 / 2024-06-03 Add % statistics in campaign details: % email click rate, % email open rate, Average email open time.

Version 1.0.4 / 2024-06-03 Fix the error of email templates losing their design when switching to a new version Version 1.0.5 / 2024-06-03 Add an option in settings about the Phone's required condition in the lead Fix the error of clicking links in emails Fix the error of the submit form being Page expired Version 1.0.6 / 2024-06-03 Add the option to turn on or off the unsubscribe function in emails Update the customer list in the campaign Version 1.0.7 / 2024-06-03 Added function to limit sent emails Add test campaign function Update the lead list in the campaign Version 1.0.8 / 2024-06-03 Allow segment filtering by customer Update more actions in the campaign to interact with customers Fix error of being unable to save the workflow Fix error of not being able to send an email Fix the function of calculating total email open time in the campaign detail Version 1.0.9 / 2024-06-03 Allows filtering by custom fields in the segment Add a confirmation option in the email.

Allows capture of acceptance or rejection conditions from customers.

Updated some small interface changes Fix the error of not being able to view the workflow when the phone is rotated horizontally.

Upgrade source code to be compatible with PHP 8.1.

Upgrade features to be compatible with the latest version of Perfex CRM.