Customer Campaigns
Plan and execute any type of customer program or workflow where you move customers or content through a pipeline, communicate with those customers and their trusted contacts, and track their movement through a pipeline or funnel of stages.
Create a Campaign for any program or workflow
- Recruit customers into your advocacy program.
- Run expansion campaigns for cross-sell, upsell, new departments, or more users.
- Streamline your content asset creation process.
- Source new members for your Customer Advisory Board.
- Coordinate customer interviews.
- Get customers to write peer reviews on sites like TrustRadius, PeerSpot, and G2.
Target the right customers to add to the campaign
- Search and filter to pick the right customers to target.
- View their Member Profile to see how you’re currently engaging that customer in your programs.
- Assign them to the right team member to manage.
Engage customers at each campaign stage
- Communicate with the customers in the campaign via email, SMS, or Slack.
- Seek approval from a customer’s Trusted Contact.
- Track customer activities and increment engagement scores.
Track movement through a pipeline or funnel
- Define a different set of Stages for each type of Campaign.
- Perform mass updates of many Campaign members at once.
- Automate Stage advancement based on customer and trusted contact communications.