Not a list you export and that is stale by tomorrow. You ask the question once — every send asks it again on the day it goes out. Build one here, the count follows along.
The rule on the left, the count on the right — and below it, how many of them actually consented. The number follows every change, before anything is saved.
Ask about people and every match is a recipient. Ask about companies and you decide afterwards: the primary contact only — or every contact at the company. The same rule, two entirely different lists, and both are right at certain moments.
A segment is dynamic by default: it recalculates on the day of the send. Where that would be exactly wrong — a consent request, for instance — you take a snapshot and fix the state.
Every contact and account list offers “save as segment” next to “save view”. The same filters, the same field catalogue, only a different purpose. That way a segment is born where you were already filtering.
The number on the right is not the number in the database, it is the number you are allowed to see. A segment is not a way around visibility.
The trade fair, the newsletter, the product launch: a period, a lead, a team, a budget, a goal in numbers — and a history that pulls together what would otherwise be scattered across activities, emails and decisions.
Above, the campaign room; below, its plan: the tasks as a board by state, with the milestones and their dates beside them. A task that no longer fits before its milestone is the “at risk” diamond on the time band above.
Planning, budget approval, in progress, running, closed. The rail shows the stage, it does not switch it: stages change through events — the approval was granted, the start date was reached. A card you can drag by hand tells you nothing in the end.
Run-up, occasion and follow-up on one axis, milestones as diamonds on it, “today” as a vertical line. Overdue is red, at risk is marked — and at risk means the open tasks will not fit before the date.
Line items with planned and actual, receipts attached. The campaign lead requests the total — and while it is being decided, exactly those items are locked, for the lead as well. “59,000 requested, 61,000 in the table” is not a question anyone can answer.
Timeline, list, board — the same campaigns, the same filters, the same saved views. The timeline is the default, because marketing plans in periods, not in rows.
A send is a template, a set of recipients, a point in time. Before you schedule it there is a card where every line is a measurement — not a claim you can click away.
| What | How it works |
|---|---|
| Timing | A fixed date — or an offset against a milestone. If the fair moves by a week, the sends move with it. A fixed date would stay where it was. |
| Consent | Marketing only goes to contacts who explicitly consented. Anyone never asked sits at unknown and receives nothing — until a consent request has asked them. That runs under a purpose of its own and carries nothing but the confirmation link. |
| Printed mail | The same campaign, on paper: the address list as CSV and the letters as PDF. Anyone missing a postal address appears in the log with the reason, rather than quietly not being in the list. |
| Send log | Line by line: who was in it, what happened to that line — delivered, clicked, bounced, unsubscribed. Filterable by exactly the three questions people ask a log. |
| Sender | A sender identity per purpose and a click domain of your own, on your own address if you want it. No foreign brand inside the link. |
Your logo, your design, a form, legal notice and privacy below it — and the page sits on your own address, short enough for a flyer. Whoever fills it in becomes a lead with this campaign as its source.
Blocks on the left, the sheet in the middle, the settings of the selected block on the right. What is in the middle is the same template that gets served later — not a mock-up that decides differently on publish.
The legal notice and privacy statement under the page are yours, not ours. Only the address is mandatory. Publishing is the campaign lead’s call, not everyone’s who can edit.
It creates a lead — or it writes onto an existing contact when the page is built for exactly that. Sign-ups for a date spam nobody along the way: a person gets a confirmation, not a campaign mail.
Where someone came from sits on the contact, not only inside the campaign. A year later “where did we get this one from?” is still a question with an answer.
One question, one page — and it answers while the campaign is still running just as well as afterwards. Won revenue against real spend, leads, opportunities, goal attainment.
Beyond the single campaign: a marketing dashboard built from the same tiles — reach, leads per campaign, cost per lead, influenced pipeline. It is built in the analytics builder, not in a graphics world of its own.
An opportunity has three states, not two: won, lost and still open. Every rate here is therefore calculated on the decided ones, with the counter-number next to it. Otherwise a campaign just picking up speed would look like a failed one.
As long as something is open, the page carries the flag provisional with the number and the sum of the open opportunities. Once everything is decided it says final — and those numbers do not move again.
Not a zero that looks like a result. Conversations at the stand that nobody enters are missing from the number — and the page says so instead of hiding it.
The report runs through the same engine as “My day”. There is no second calculation that eventually disagrees with the tile next to it.
Companies, contacts and leads live in the core, not in the sales module. Whoever licenses marketing alone gets campaigns, segments, sends and a report — the pipeline numbers inside it appear once there is a pipeline.
Marketing is licensed company-wide, in four tiers by company size — from €200 a month. Within a tier your administrator hands out the three marketing roles freely. A seat cap would be a second pricing axis contradicting the first. See pricing →
Marketing sees and builds everything. Manager sees the campaigns of their own reporting line. Contributor works in the campaigns somebody put them on — and does not see the report.
With the sales module the circle closes: the lead from the landing page becomes an opportunity, and the report weighs won revenue against what the campaign cost. See sales →
Usually the one where nobody can say today what it actually brought in.