مرکز آموزش

Overview

Marketing Automation in Persisca XRM manages multi-channel campaigns and engagement workflows that include segmentation, scoring, and lifecycle tracking. It also contains categories for organizing campaign content and audience types.

Dashboard

Provides centralized performance metrics and campaign summaries.

• Review email and SMS engagement rates.
• Use date filters to compare campaign periods.
• Access quick links to active segments or automation flows.

Categories

Categories organize campaigns and components for easier management.

1. Go to Marketing → Categories.
2. Click New Category.
3. Provide a name (e.g., Email Promotions, Re-engagement, Retargeting).
4. Assign category color for visual grouping.
5. Save.

Usage Tip: Categories are useful when generating reports and filtering dashboard statistics. They can also define access restrictions for certain staff roles.

Segments

Segments group contacts by shared behavior or data attributes.

1. Marketing → Segments → New Segment.
2. Add rules such as Country = Canada or Opened Email in Past 30 Days.
3. Save and assign the segment to campaigns.

Best Practice: Use dynamic segments to keep contact lists current with live data changes.

Components

Components include email templates, forms, and landing pages.

1. Marketing → Components.
2. Choose type (Form, Page, or Template).
3. Design content using the editor.
4. Assign each component to a category for better organization.

Campaigns

Campaigns coordinate messages across multiple channels.

1. Marketing → Campaigns → New Campaign.
2. Select type (Email or SMS) and assign to a Category.
3. Choose one or more Segments as target audiences.
4. Set schedule, sender details, and message content.
5. Save and activate.

Example: Run a seasonal campaign under the “Email Promotions” category, targeting the “VIP Clients” segment.

Channels

Defines how communication is delivered.

1. Marketing → Channels.
2. Add or configure communication methods: Email, SMS, Push, or Webhook.
3. Assign each channel to a provider (SMTP2GO for Email, Twilio for SMS).

SMS Providers

Twilio Integration:

1. Go to Marketing → Settings → SMS Providers.
2. Choose Twilio from the list.
3. Enter your Account SID, Auth Token, and From Number.
4. Save and send a test message.

Notes:

• Persisca XRM logs delivery success and failures.
• Use separate Twilio sub-accounts for regional messaging compliance.

Email Providers

SMTP2GO Integration:

1. Go to Marketing → Settings → Email Providers.
2. Choose SMTP2GO.
3. Enter SMTP server: mail.smtp2go.com, Port 2525 or 587.
4. Add your SMTP2GO username and password.
5. Test connection.
6. Save configuration.

Notes:

• Recommended for transactional and campaign emails.
• Supports DKIM/SPF for high deliverability.

Points

Scores contact engagement using defined rules.

• Add rules under Marketing → Points → New Rule.
• Examples: Email Open = +5, Click Link = +10, Unsubscribe = -10.
• Points update dynamically during campaigns.

Stages

Represents lifecycle positions (Awareness → Consideration → Purchase → Loyalty).

1. Marketing → Stages.
2. Add new stage and define point thresholds.
3. Leads automatically progress when scores exceed the threshold.

Reports

Summarize marketing performance.

1. Marketing → Reports.
2. Filter by Category, Campaign, or Channel.
3. View opens, clicks, bounces, and conversions.
4. Export detailed CSV or PDF reports.

Settings

Central configuration for automation defaults and compliance.

• Set default sender and reply-to addresses.
• Configure unsubscribe pages and tracking domains.
• Define data retention and GDPR preferences.

Fields & Functions Summary

• Category: Organizes campaigns and components.
• Segment Rules: Defines audience criteria.
• Provider: External service used to deliver communications.
• Point Rules: Engagement scoring system.
• Stage: Lifecycle classification.

Section Summary: Marketing Automation in Persisca XRM integrates segmentation, categories, and multi-channel campaigns into one platform. Providers like Twilio and SMTP2GO ensure reliable delivery of SMS and email communications.

Key Takeaways:

• Organize content using categories.
• Integrate Twilio for SMS and SMTP2GO for email.
• Use scoring and stages to automate lead progression.