Capillary Engage+ is a marketing automation solution that helps to create significant and personalized multi-channel marketing campaigns. You can create a campaign for different marketing objectives, such as Sales promotion, New Store opening, Brand anniversary, Birthday, and many others. 

Orgs with multiple org units or brands can create a separate outbound campaign for each org unit. 

Reach your customers by running campaigns using emails, SMS, social media, and in-store outlets via bulk or trigger messages. Capillary's campaign manager is also powered with customer analytic which helps in create significant and personalized email/SMS campaigns and generate campaign reports.

  1. Campaign overall performance dashboard: Shows the overall performance of campaigns for the last 7 days, 1 month, 3 months, and 6 months.
  2. Search Campaign: Enter the campaign name in the search box.
  3. Filters campaigns by duration: Click the calendar icon to enter the duration in Start date and End date.
  4. Filter campaigns by status, marketing objective, and/or created by: Click on filters icon for advanced filters, choose the desired options, and click Apply.
  • Campaign status: Select Campaign status and choose from the following options.
    • Live: Shows ongoing campaigns.
    • Upcoming: Shows the future campaigns.
    • Lapsed: Shows the past or inactive campaigns. 
  • Marketing Objective: To know more about marketing objective, see Marketing Objective.
  • Created by:  This options allows you to filter campaigns created by a specific user. Select the user in the drop-down box.

Role-based Access to Engage+

We can provide access to org users based on their access for each of the following actions or components.

  1. Create campaigns

  2. Create campaign messages

  3. Approve messages of a specific Incentive type - points, coupons, or both

  4. Create an audience list using filters

  5. Upload audience list (CSV upload)

  6. Create coupons (offers)

  7. View campaign reports

By default, a user is provided with all the permissions. To revoke access, log a Jira ticket.