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Multi-Step Campaign Interfaces: A Quick Vendor Survey

Customer Experience Matrix

The area where this comes up more often than any other is the design of multi-step campaign flows. These organizations have marketing operations staff members whose entire job is to set up campaigns. There are two basic approaches to this: use a flow chart, or present a list of steps. I'm in favor of that approach.

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My List of Demand Generation Vendors, and Who They Sell To

Customer Experience Matrix

Similarly, functionality is generally comparable although they may be less sophisticated at some tasks such as dynamic content generation (automatically altering an email or Web page based on lead characteristics) and branching campaign flows.

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Pardot Offers Refined Demand Generation at a Small Business Price

Customer Experience Matrix

For example, its approach to revenue reporting is no better than average: the system imports revenue from the sales automation opportunity records, and then assigns it to the first campaign of the associated lead. More sophisticated methods give more control over which campaigns are credited and can divide revenue among multiple campaigns.

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B2B Lead Management Market Heats Up

Online Marketing Institute

Most recently, Marketo just announced their lead management solution. The problem is: these platforms are heavy on campaign design, execution, and reporting and light on lead management. We marketers are good at creating campaigns. My point: B2B marketers are looking elsewhere for help generating demand.