Campaigns & Email¶
Campaign planning and email communication.
Two menus: Campaigns (marketing planning) and Email/Communication (sending and follow-up).
Campaigns¶
The screen¶
Date filter + list of campaigns (name, channel, segment, status, metrics) + + Campaign and ✨ Generate from persona.
Create - field by field¶
- Name, Channel (Email / SMS / Social Media).
- Target segment (All / Micro / SME / Large Enterprise).
- Status (Planned / Active…), Start and End.
- Associated email template.
Persona generator (✨)¶
- Click Generate from persona.
- Choose a persona (e.g.: Zé Miguel - hotelier; Sofia - sales director; António - shopkeeper).
- Set the Objective (Acquisition/Retention/Reactivation/Launch) and Channel.
- The app shows the estimated audience in the segment and a suggested message → Generate.
Send¶
Send dispatches to the contacts in the segment and records the sends in the History (with source "Campaign").
Email / Communication¶
Tabs¶
- Send history - rich table; click a send to view the preview and resend.
- Templates - email templates.
- Automations - automatic rules.
- Scheduled - queue of future sends.
Composer (Email module)¶
- Customer - by search (not a giant dropdown).
- Template - pre-fills subject + message.
- CC / BCC, Subject, Message (textarea).
- Live preview + mode chip (real/simulated).
- Suggest with AI (simulated) - generates a personalized draft.
- The user's signature is automatically added at the end.
Email templates - field by field¶
Name, subject, color, show logo, greeting, body, button text/link, signature. Uses tags ({{cliente.nome}}, {{entidade.nome}}).
Automations (marketing automation)¶
Trigger → email rules:
- Lifecycle triggers: new customer / proposal created / proposal sent / proposal won.
- Behavioural triggers (nurturing): the lead turns "hot" (score ≥ 70) / opens an email / clicks an email / has had no contact for N days. They react to the lead's behaviour, not only to internal events.
- Conditions (all must match): by segment, by stage (Lead/MQL/SQL/…) and by score (Cold/Warm/Hot). The no contact trigger lets you set the days.
- Steps in sequence, each with a delay (days) → they go to Scheduled.
- Active/Inactive toggle + trigger counter.
See the behavioural triggers fire
In Send history, open an email and use Simulate open or Simulate click: the lead is marked as opened/clicked and the matching automation fires right in front of you (the hot lead trigger also re-evaluates the score). Perfect for demonstrating nurturing without waiting for real behaviour.
Creating a behavioural automation (trigger "email opened" + stage and score conditions) and watching it fire with "Simulate open".
Customer journeys¶
The Journeys tab shows each automation as a visual path: Start (event) → Wait N days → Email → …. It is the same automation, seen as the path the lead travels over time (nurturing). Click Edit journey to change the steps.
Customer journeys and the web-to-lead capture form.
Lead capture form (web-to-lead)¶
At the bottom of the Campaigns screen there is a lead capture form. It simulates a website form (landing page): on submit, the data enters the CRM as:
- a new contact, with origin "Form";
- its company (if given), created in Lead stage;
- firing the new customer automations.
This demonstrates web-to-lead: how a lead filling in an online form reaches the funnel automatically. The "Form" origin then shows up in the acquisition funnel and the ROI by origin (Analytics).
Metrics¶
Open and click rate per send and aggregated.
Real vs simulated sending · tracking
Trainees always send in simulated mode (safe). The open/click metrics in the learning environment are simulated - the app explains that real tracking requires a pixel + server.