Channels and Campaigns

Overview A customer's Lead Source is broken into groups called  Channels , then subgroups within each channel called  Campaigns .  Channels are a marketing term that could be similar to "marketing funnel" or "entrance to the brand." It r...

Overview A Call To Action  (CTA) is a common marketing term used to describe what you want the viewer to do. In the case of your proposals, the call to action is to view the proposal. If it's an invoice, then the call to action is to get them to v...

Overview Email remains one of the most effective, low-cost ways to stay in touch with your customers, boost brand visibility, and generate revenue. While service minder already includes powerful communication tools like appointment confirmatio...