Marketing
Manage campaigns, influencer partnerships, UTM tracking, and customer communications.
Marketing covers campaign tracking, influencer partnerships, and the tools your team uses to message customers and leads across SMS, WhatsApp, and email.
Who can do this
Marketing Admin.
Track campaigns and leads
Go to Marketing → Campaign Leads to see which leads came from which marketing campaign.
Manage UTM tracking
Go to Marketing → UTM Management to set up and track UTM parameters, so you know exactly which channel and campaign drove a given lead.
Manage influencer partnerships
Go to Marketing → Influencers to add and track influencer partnerships and the leads or bookings they generate.
Send customer communications
The Communications area lets you manage outbound messaging to leads and customers:
- Templates — create reusable message templates for SMS, WhatsApp, and email.
- Workflows — set up automated communication sequences.
- Activity & Activity Hub — review sent messages and their delivery status.
- Analytics — see engagement and response rates for your communications.
- Suppression — manage the list of contacts who've opted out of communications.
- SLA — configure response-time targets for customer communications.
Social marketing dashboard
Go to the Social Marketing Dashboard for an overview of your social media marketing performance.