MailFlow – Marketing Campaigns For Customers & Leads Perfex CRM

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MailFlow – Marketing Campaigns For Customers & Leads Perfex CRM

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Other Perfex Modules

NOTE: This shouldn’t be a standalone module, the module requires Perfex CRM utility put in, it is a module for Perfex CRM.

MailFlow is a characteristic-wealthy and superior Campaign answer designed particularly for Perfex CRM. It allows companies to successfully have interaction with leads and clients by creating and sending customized electronic mail and SMS Campaigns. With its complete set of options, superior filters, and seamless integrations, MailFlow empowers companies to optimize their Campaigns and improve buyer communication.

Lead and Customer Targeting: MailFlow gives superior filters that let you exactly goal your newsletters based mostly on lead sources, assigned workers, nation, teams, buyer standing and so forth.. This ensures that your newsletters attain the appropriate viewers, leading to larger engagement and conversions.

Campaign Customization: You can personalize the e-mail topic, content material, and structure to create a singular and compelling message in your recipients. The module helps HTML content material, permitting you to incorporate wealthy media, pictures, and hyperlinks.

SMS Campaigns with Twilio, Msg91 & Clickatell Integrations: In addition to electronic mail campaigns, we’ve launched SMS Campaigns with seamless integrations to common platforms like Twilio, Msg91, and Clickatell. You can now goal your viewers by way of SMS, making certain much more methods to speak successfully.

Scheduling Email & SMS Campaigns: MailFlow means that you can schedule each electronic mail and SMS campaigns. This lets you set a exact date and time in your campaigns to be despatched out, serving to you attain your viewers on the proper second.

Custom SMTP & Integrations with SendGrid, MailChimp, Mailgun, and Amazon SES: In addition to including your personal SMTP settings, MailFlow additionally integrates with common electronic mail platforms reminiscent of SendGrid, MailChimp, Mailgun, and Amazon SES. This flexibility ensures that you should use your most popular electronic mail supplier seamlessly.

Test Your Campaigns: We’ve added the choice to check each electronic mail and SMS campaigns earlier than sending them. This ensures that all the pieces is about up completely earlier than going stay, saving time and avoiding potential points.

Manage and Delete Scheduled Campaigns: A devoted web page enables you to handle and delete scheduled campaigns. This makes it simple to remain answerable for all upcoming electronic mail and SMS campaigns.

Campaign Templates: Our platform presents versatile Campaign Templates, empowering you to customise electronic mail topics, content material, and layouts effortlessly. Craft distinctive and compelling messages tailor-made to your viewers. The module helps HTML content material, permitting seamless integration of wealthy media, pictures, and hyperlinks, enhancing your communication methods.

GDPR-Friendly Unsubscribe: Ensure compliance and improve consumer privateness with our GDPR-pleasant unsubscribe characteristic. Empower your recipients to handle their preferences effortlessly. Emails despatched by our platform embrace a consumer-pleasant unsubscribe possibility, permitting recipients to decide-out with a single click on. We prioritize information privateness, making certain a seamless and clear expertise for each you and your viewers.

Campaign History and Reporting: Keep observe of your e-newsletter campaigns with reporting and analytics. Monitor the variety of emails despatched, emails failed, and general marketing campaign efficiency. This helpful information helps you measure the success of your newsletters and make knowledgeable choices for future campaigns.

With the MailFlow module, Perfex CRM customers can harness the facility of focused advertising and marketing, successfully attain their leads and clients by way of each electronic mail and SMS, and drive engagement and conversions. Unlock the potential of your CRM and take your Campaigns to the subsequent stage with MailFlow.

This module makes use of Perfex Queues if enabled on Perfex Settings to ship emails.

Create Campaign

Manage & View Scheduled Campaigns

Manage Email Integrations

Create Email Integration

Manage SMS Integrations

Create Campaign Template

Manage Campaigns

View Campaign

Manage Unsubscribed Emails

MailFlow Menu

1. Login to Perfex CRM
2. Goto Module > Installed Addons
3. Select add.zip
4. Click “set up” button to finish the set up.
5. Done & Enjoy.

Version 1.2.0 – 15.09.2024

Added: SMS Campaigns
Added: Option To Schedule & Manage Scheduled Email & SMS Campaigns
Added: SMS Integrations with Twilio, MSG91 & Clickatell
Added: Custom Email SMTP Integrations
Added: Email Integrations with SendGrid, MailChimp, MailGun, Amazon SES
Added: Email & SMS Campaign Testing Before Executing
Fix: Reported Bugs
Fix: UI Enhancement

Version 1.1.0 – 27.10.2023

Added: Newsletter Templates
Added: Unsubscribe Option
Added: Emails Overview
Added: Custom Fields
Fix: Fixed reported bugs from purchasers

Version 1.0.0 – 09.07.2023

Initial model

Work illustrations by Storyset

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