MY FIRST STEPS
Find help
Connection to CRM360
THE CUSTOMER MODULE
ACTIONS
CUSTOMER FILE CONSULTATION
The campaign module
Targets
- Export a target
- Create a new target
- Add / Remove target
- Share a target
- Duplicate a target
- Target criteria type
Templates
- View and organize my library of Templates
- Edit / 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
- Marketing action: Extraction
- Marketing actions management
- Duplicate a target from "marketing action" to "private targets"
- Duplicate a creation from "marketing action" to "Templates"
- Modify an automatic marketing action
- Modify the template of a marketing action
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