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Marketing for Customer Insights

Automations

Building automations through Journeys and Triggers when goals are big & resources limited

Beyond the Box

Going above and beyond the out-of-box features to take your Marketing to the next level

Communications

This popular feature broken down with best practices, how-to’s, and real customer stories

Engagement / Scoring

Let’s put this feature to more use. Simple implementations and FAQs.

Forms / Surveys

Real stories, new ideas, and creative ideas for collecting, viewing, and using data.

Updates / Waves

Stay up to date on monthly updates and bi-annual release waves. Don’t miss out!

Recent Blog Posts

Forms / Surveys

SN[post_title][post_title]THE BACKSTORYComing Soon...Stay tuned for posts on how to take Marketing to the next level - going...

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Coming Soon…

Coming Soon…

SN[post_title][post_title]THE BACKSTORYBeyond the BoxStay tuned for posts on how to take Marketing to the next level - going...

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Create a Digital Membership Card

Create a Digital Membership Card

Imagine crafting a personalized email that not only thanked a donor for their generosity but also included a detailed invoice. And then there was the digital membership card, a concept that existed only in the realm of imagination. The card would be sent to the new member, but it could also be gifted, a delightful twist that added a layer of complexity. And these were just two of the Email Templates given to me.

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Coming Soon…

Coming Soon…

SN[post_title][post_title]THE BACKSTORYA Non-Profit with a VisionOne industry I'm more passionate about than others is...

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