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- CRM + Marketing Automation
- Who it's for
- Re-engagement marketing teams
Re-engagement marketing teams
Re-engagement work starts with a decision about whom to contact again and why. A list name alone cannot answer that question. CRM + Marketing Automation lets the team define a segment, prepare a re-engagement journey and inspect each member's outcome. Marketing Manager owns the contact policy; Marketing Operations makes the entry and exit conditions concrete.
How CRM + Marketing Automation is set up for you
A reviewable segment
Use a static list or agree a dynamic definition and refresh behavior during setup. Inspect the active memberships and their addition or removal context before the program relies on that audience. Keep the lead identity consistent with the connected CRM.
Approved follow-up
Prepare the sender and message version for manager review, then check the program's content references during QA. A re-engagement program has its own owner and goal, making it possible to discuss its purpose separately from an ongoing drip.
Controlled entry
Agree the concurrency limit and re-entry setting for the pilot. Check every audience condition together and review Queued enrollments at the limit. Global suppression excludes a lead even when the program otherwise permits re-entry.
Meaningful outcomes
Compare an achieved goal with audience drift, suppression and a sequence that simply reached its last step. Marketing Operations uses the member history to explain the outcome before the team decides what to change in the next cycle.
Re-engagement work starts with a decision about whom to contact again and why. A list name alone cannot answer that question. CRM + Marketing Automation lets the team define a segment, prepare a re-engagement journey and inspect each member's outcome. Marketing Manager owns the contact policy; Marketing Operations makes the entry and exit conditions concrete.
Choose a reviewed list and a short re-engagement program with a clear engagement goal. Connect the profile feed and sending service, and rehearse an eligible lead, an ineligible lead and a suppressed lead that remains on the list. Inspect entry, the first action and the result of a goal check.
Have Marketing Manager review the contact decision alongside the recorded outcomes. Marketing Systems Admin checks the provider suppression confirmation and operating access. Resolve any disagreement between the list, lead identity and suppression record before another audience enters the program.
Features to start with
Programs and Audiences
Build a nurture journey with an explicit audience, ordered actions, a goal and recorded approval.
Engagement Capture
Keep the source, time and lead correlation for inbound email, form, content and webinar activity.
Lead Scoring
Inspect rule contributions and qualification thresholds while preserving the boundary between local evidence and CRM promotion.
Roles on the team
- Sales Manager
- Read-only on the marketing surface. Sees the Members generated against the team Leads and uses the MQL Handoff view to coach reps on incoming MQ ls.
- Marketing Operations
- Operational designer and builder. Builds Programs and their steps, audiences and exit rules, drafts and tests Email Templates, manages Lists and List Memberships, and troubleshoots member exceptions.
- Marketing Manager
- Owns the Programs catalog and the Scoring Model. Approves Programs and Email Templates before they go Active and signs off on Scoring Model changes.
- Marketing Systems Admin
- Systems administrator. Owns RBAC, integration health and the global Unsubscribes suppression list. Configures the app; not a day-to-day program operator.
- Sales Rep
- Read-only on Members and Score Events for own Leads. Sees the why-is-this-Lead-an-MQL trail when a Lead lands in the rep queue.
Set up CRM + Marketing Automation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.