Email Marketing Integration Points

CRM Integration

Email Campaigns Integrated with Contact Management

Email marketing is deeply integrated with Corcava's CRM system for seamless contact-based marketing:

Contact-Based Email Campaigns:

• Direct Contact Selection: Select contacts directly from CRM database for email campaigns
• Client Integration: Include clients in email campaigns alongside contacts
• Email Validation: Only contacts and clients with valid email addresses are available for campaigns
• Contact Information: Display contact names and email addresses for easy identification

CRM Data Integration:

• Contact Display Names: Use contact display names for personalized email identification
• Email Address Management: Leverage CRM email addresses for campaign recipient lists
• Contact Filtering: Filter contacts based on email address availability
• Contact Relationships: Utilize contact-client relationships for targeted campaigns

Campaign-Contact Linking:

• Contact Association: Email campaigns directly associated with CRM contacts
• Recipient Tracking: Track which contacts received specific email campaigns
• Contact Engagement: Monitor contact engagement with email campaigns
• Communication History: Email campaigns become part of contact communication history

Contact Database Utilization

Email campaigns leverage the full power of the CRM contact database:

Database Integration:

• Team-Based Access: Access to team contacts for campaign recipient selection
• Contact Segmentation: Use contact data for targeted email campaign creation
• Email Availability: Automatic filtering of contacts with valid email addresses
• Contact Search: Search and filter contacts for campaign recipient selection

Contact Data Usage:

• Personalization: Use contact information for email personalization
• Display Names: Leverage contact display names for campaign recipient identification
• Email Validation: Automatic validation of contact email addresses
• Contact Context: Use contact context for targeted campaign messaging

Contact Segmentation

Using CRM Data for Targeted Email Campaigns

Contact segmentation enables precise targeting for email marketing campaigns:

Segmentation Features:

• Contact Type Segmentation: Segment recipients by contact vs. client classification
• Email Validation Segmentation: Automatic segmentation based on email address validity
• Team-Based Segmentation: Segment contacts based on team membership and access
• Custom Segmentation: Support for custom email addresses beyond CRM contacts

Targeting Capabilities:

• Multi-Select Interface: Select multiple contacts and clients for targeted campaigns
• Search and Filter: Search through large contact databases for specific targeting
• Bulk Selection: Efficiently select large numbers of contacts for campaigns
• Selection Validation: Validate recipient selections before campaign creation

Campaign Targeting:

• Contact-Specific Campaigns: Create campaigns targeted to specific contact segments
• Client-Focused Campaigns: Target client companies with dedicated email campaigns
• Mixed Targeting: Combine contacts, clients, and custom emails in single campaigns
• Personalized Targeting: Use contact information for personalized campaign targeting

Advanced Segmentation Options

Advanced segmentation provides sophisticated targeting capabilities:

Segmentation Types:

• Contact Segmentation: Target specific contacts based on CRM data
• Client Segmentation: Target client companies for B2B email campaigns
• Custom Email Segmentation: Include custom email addresses for broader reach
• Combined Segmentation: Combine multiple segmentation types in single campaigns

Targeting Benefits:

• Precision Marketing: Precise targeting based on CRM contact data
• Improved Engagement: Better engagement through targeted messaging
• Personalization: Enhanced personalization through contact data integration
• Campaign Effectiveness: Improved campaign effectiveness through proper targeting

Activity Tracking Integration

Email Activities Recorded in Contact History

Email marketing activities are seamlessly integrated with contact activity tracking:

Email Activity Recording:

• Contact Activity Integration: All email communications recorded as contact activities
• Activity Type Classification: Emails classified as specific activity type (TYPE_EMAIL)
• Timeline Integration: Email activities appear in chronological contact timelines
• Team Attribution: Email activities attributed to appropriate team members

Activity Features:

• Incoming Email Tracking: Automatic recording of incoming emails from contacts
• Outgoing Email Logging: Track all outgoing emails sent to contacts
• Subject Recording: Store email subjects for activity reference
• Message Content: Store email content for complete communication history

Integration Benefits:

• Unified Communication: All email communications centralized in contact records
• Complete Timeline: Chronological timeline of all contact interactions
• Team Visibility: Team-wide visibility into email communications
• Contact Context: Full context of email communications for each contact

Email Communication Timeline

Email communications are integrated into comprehensive contact timelines:

Timeline Features:

• Chronological Order: Email activities displayed in chronological order
• Bidirectional Tracking: Track both incoming and outgoing email communications
• Activity Context: Full context of email communications within contact timeline
• Communication History: Complete history of email interactions with each contact

Timeline Integration:

• Activity Association: Email activities associated with contact activity records
• Contact Linking: Direct links between emails and contact records
• User Attribution: Email activities attributed to specific users
• Team Organization: Email activities organized by team for proper access control

Deal Pipeline Integration

Email Campaigns Triggered by Deal Events

Email marketing integrates with deal pipeline management for automated campaign triggers:

Pipeline Email Automation:

• Contact Creation Triggers: Automatic email campaigns triggered when contacts are created
• Pipeline Enrollment: Contacts automatically enrolled in relevant email pipelines
• Deal Event Triggers: Email campaigns triggered by deal pipeline events
• Automated Workflows: Email campaigns integrated into automated CRM workflows

Pipeline Integration Features:

• Observer Integration: Contact observer triggers email pipeline runs on contact creation
• Automatic Enrollment: New contacts automatically enrolled in appropriate email workflows
• Pipeline Association: Email campaigns associated with CRM pipeline workflows
• Trigger Validation: Validate contact eligibility for email pipeline enrollment

Deal-Email Coordination:

• Deal Stage Emails: Email campaigns coordinated with deal pipeline stages
• Contact Nurturing: Automated email nurturing based on deal progression
• Sales Process Integration: Email campaigns integrated with sales process workflows
• Conversion Optimization: Email campaigns optimized for deal conversion

Pipeline Email Workflows

Email workflows are integrated with CRM pipeline management:

Workflow Integration:

• Pipeline Email Steps: Email sending integrated as pipeline workflow steps
• Contact-Based Workflows: Email workflows triggered by contact actions and lifecycle events
• Automated Processing: Email workflows processed automatically based on triggers
• Workflow Status: Track email workflow status and completion

Workflow Benefits:

• Automated Nurturing: Automated contact nurturing through email workflows
• Consistent Communication: Standardized email communication through workflow automation
• Scalable Outreach: Email workflows that scale with contact and deal volume
• Process Optimization: Optimized email processes through workflow automation

Team Collaboration

Shared Email Templates and Campaigns Across Teams

Team collaboration is enhanced through shared email marketing resources:

Shared Resources:

• Team Email Templates: Email templates shared across team members
• Team Campaigns: Email campaigns accessible to all team members
• Collaborative Creation: Team members can collaborate on email campaign creation
• Shared Access: Team-wide access to email marketing resources

Team Organization:

• Team-Based Isolation: Email resources isolated by team for security
• Role-Based Permissions: Different access levels based on team member roles
• Collaborative Workflows: Team collaboration workflows for email marketing
• Resource Sharing: Efficient sharing of email templates and campaigns

Collaboration Features:

• Template Sharing: Share email templates across team members
• Campaign Collaboration: Collaborate on email campaign creation and management
• Team Visibility: Team-wide visibility into email marketing activities
• Knowledge Sharing: Share email marketing knowledge and best practices

Team Email Management

Team email management provides comprehensive collaboration capabilities:

Team Management Features:

• Team Email Templates: Centralized management of team email templates
• Team Campaigns: Centralized management of team email campaigns
• Team Mailboxes: Shared access to team email account connections
• Team Resources: Shared email marketing resources and assets

Collaboration Benefits:

• Resource Efficiency: Efficient use of email marketing resources across teams
• Knowledge Sharing: Share email marketing expertise and best practices
• Consistent Branding: Maintain consistent branding through shared templates
• Team Coordination: Coordinate email marketing efforts across team members

Team Integration:

• User Collaboration: Team members can collaborate on email marketing initiatives
• Role Management: Role-based access to email marketing features and resources
• Team Communication: Enhanced team communication through shared email resources
• Workflow Coordination: Coordinate email workflows across team members