MY FIRST STEPS
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Connection to CRM360
THE CUSTOMER MODULE
ACTIONS
CUSTOMER FILE CONSULTATION
The campaign module
Targets
- Target listing emails and identifiers
- Export a target
- Create a new target
- Add & Remove target
- Share a target (From Private Target to Shared Target)
- Duplicate a target
Templates
- View and organize my library of Templates
- Edit and Modify a CRM360 HTML Template
- Edit / modify an HTML template (pro)
- Create a new HTML Template with the CRM 360 editor
- Organize your HTML templates and media (Images)
- Upload images
Marketing actions
- SMS sending
- How to create push notifications - Http request
- Customization area
- Marketing action: Extraction
- Marketing actions management
- Duplicate a target from "marketing action" to "private targets"
Monitoring
Commercial actions
The analytics module
Analytics in general
Purchasing report
- Top customers
- Top best monthly by product
- Top best monthly by category
- Monthly breakdown by category
- Purchase route
- Monthly evolution by category
Marketing Campaign Report
- Emails
- Communication contacts received
- Evolution of rates
- Email General stats
- Email General stats clicks and openings
- List of marketing emails
Data report
- Recruitment
- Data report
- Quality analysis of email data
- Quality analysis of postal data
- Landline data quality analysis
- Mobile phone data quality analysis