Email Marketing campaigns in Floorzap send to your customer list, and you can narrow that list using customer attributes such as contact type and lead source.
Email Marketing is a paid add-on. If you don't see Marketing in Floorzap, contact your Success Manager to add it.
Who Campaigns Send To
Every Email Marketing campaign sends to your customers in Floorzap. Your Floorzap customer records are the source of the campaign audience, so you don't need to import contacts from another tool.
What You Can Segment On
You can narrow an Email Marketing campaign's audience using conditions based on customer attributes, which is information stored on the customer record itself. Examples include:
Contact type: for example, targeting only builders or only retail customers
Lead source: for example, targeting only customers who came from a particular referral source
Campaign targeting is limited to attribute-based conditions like these.
What You Cannot Segment On
Email Marketing campaigns cannot be targeted based on customer behavior. You can't build a campaign that sends because a customer took a particular action in Floorzap. For example, you cannot target customers based on whether they:
Viewed an invoice
Opened or approved a quote
Made a payment
Took any other action on a record
If you're moving to Floorzap from a marketing automation platform, this is the main difference to plan for: Floorzap campaigns segment on who a customer is, not on what a customer has done. To email new leads automatically, use an Email Marketing automation instead of a campaign.
Can I Automatically Email a New Lead?
Yes, you can automatically email a new lead in Floorzap using an Email Marketing automation. The automation sends an email as soon as the lead is added to Floorzap, including leads that come in through your website lead form. Use it to send an automatic, templated reply to new website leads.
Set up the automation under Marketing > Campaigns.
The automation sends the email immediately when the lead is added. It can't be delayed or scheduled for specific days or times.
A new lead being added is the only trigger. Automations can't send based on other actions, such as a customer viewing an invoice or approving a quote.
Building a Campaign
Once you know how you want to segment your audience, the Email Marketing campaign setup walks you through selecting your list, naming the campaign, choosing a template, and scheduling the send. For the full walkthrough, see Overview of the Email Marketing Platform.