Marketing
Campaigns, audiences, templates, delivery workflows, and automation readiness.
Marketing workflows help teams plan campaigns, manage audiences, prepare templates, and connect campaign activity with CRM context.
Key concepts
- Audiences group contacts for targeting and reporting.
- Templates define reusable campaign content.
- Campaigns coordinate delivery, scheduling, and performance review.
- Automation can later connect campaign triggers with CRM and commerce events.
Launch checklist
- Confirm audience source and consent requirements.
- Prepare templates with clear ownership and review steps.
- Test delivery with internal recipients before launch.
- Monitor delivery, engagement, and follow-up tasks.
Troubleshooting
For delivery or segmentation issues, provide the campaign name, audience source, expected recipient count, actual recipient count, and any visible delivery error.