Re: eMarketing and Sales automation feature

Method_Jason — Wed, 06 Nov 2013 17:52:05 GMT

Hi George,

This is interesting! One problem you may run into is that you cannot automate actions. They must be triggered in Method by clicking a button, gaining/losing focus, loading a screen, etc. You could however have a button that you press daily in Method that sends an email to the selected contacts.

The ListBuilder tool might be useful to send mass email for overdue balances. If you haven't used it before, here is an article that explains how.

Let me know if you have any further questions.

Jason

eMarketing and Sales automation feature

g.williams — Tue, 05 Nov 2013 17:37:50 GMT

I would like to create (or have created) a method CRM application that will evaluate: Customer A has not ordered for X days. Send him an email with product suggestion, discount code etc. Customer B ordered product M, send him a thank you and recommend that he consider product N, with discount code. Method will trigger based on customers orders, (what they bought) and send a message (based on logic of time etc), and link them to the ecommerce engine to order more stuff.

This can get quite sophisticated with lots of products and customers, but the client creates the marketing / messaging content, identifies the associations, and trigger points.

This may also be used for ... "your invoice is due in X days, and we have not received payment yet" etc. To automate collections.

Has anyone created this type of application for a client yet ? I may be interested in discussing leveraging any customization that has been done before .

Thanks.

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Re: eMarketing and Sales automation feature

eMarketing and Sales automation feature