Marketing Automation module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Marketing Automation Module automates marketing actions or tasks, streamlines marketing workflows, and measures the outcomes of marketing campaigns. This module provides a central marketing database for all marketing information and interactions, helping marketers create segmented, personalized, and timely marketing experiences for customers or prospects. This module provide automation features across multiple aspects of marketing including email, social media, lead generation, direct mail, digital advertising, and more. This solution helps companies to sell and market better by automating the marketing activities and providing a personalised marketing experience across online and offline channels.

Module Features

1. Dashboard: Lead Stats, Form Submissions, Email Stats …
2. Segments Management
3. Assets Management
4. Forms Management
5. Campaign Management
6. Email Channel Management
7. SMS Channel Management
8. Point Management
9. Stage Management
10. Workflow Builder
11. Email Builder
12. Reports:
    • Campaign report
    • Email channel report
    • SMS channel report
    • Asset report
    • Form report
    • Lead and Point report
13. Settings:
    • Category
    • Email Templates
    • SMS Templates
    • Email Configuration
    • Email Sending Limit
    • Form Custom CSS

Demo

Marketing Automation Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket. Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2022-09-24

    Initial version

Version 1.0.1 / 2024-06-03

    Leads can be classified by Status in Segment
    Update customers with View Global and View Own rights
    Unsubscribe can change the content
    Send emails and SMS in the lead's language
    Create point actions that allow adding points by country
    Added a tab displaying participated campaigns and points achieved in the lead detail view
    Added an action to add points when downloading files
    Allows creating and running campaigns for customers
    Allow custom css for forms
    Fix bug that when the template is empty, SMS and email will fail

Version 1.0.2 / 2024-06-03

    Add custom CSS to the form

Version 1.0.3 / 2024-06-03

    Add % statistics in campaign details: % email click rate, % email open rate, Average email open time.

Version 1.0.4 / 2024-06-03

    Fix the error of email templates losing their design when switching to a new version

Version 1.0.5 / 2024-06-03

    Add an option in settings about the Phone's required condition in the lead
    Fix the error of clicking links in emails
    Fix the error of the submit form being Page expired

Version 1.0.6 / 2024-06-03

    Add the option to turn on or off the unsubscribe function in emails
    Update the customer list in the campaign

Version 1.0.7 / 2024-06-03

    Added function to limit sent emails
    Add test campaign function
    Update the lead list in the campaign

Version 1.0.8 / 2024-06-03

    Allow segment filtering by customer
    Update more actions in the campaign to interact with customers
    Fix error of being unable to save the workflow
    Fix error of not being able to send an email
    Fix the function of calculating total email open time in the campaign detail

Version 1.0.9 / 2024-06-03

    Allows filtering by custom fields in the segment
    Add a confirmation option in the email. Allows capture of acceptance or rejection conditions from customers.
    Updated some small interface changes
    Fix the error of not being able to view the workflow when the phone is rotated horizontally.
    Upgrade source code to be compatible with PHP 8.1.
    Upgrade features to be compatible with the latest version of Perfex CRM.

Version 1.1.3 / 2026-01-16

    Added support for multiple SMTP configurations with per-campaign email limits.
    Introduced management screens for unsubscribed Leads and Customers, including restore actions.
    Added workflow actions to assign Leads to Staff.
    Enabled localized email subjects based on the email language.
    Enhanced campaign reporting and tracking accuracy by recording send time at actual delivery.
    Improved UI responsiveness and usability, including a consistent Back action across all screens.
    Expanded email failure diagnostics with clearer failure reasons in reports.
    Upgrade features to be compatible with the latest version of Perfex CRM.
    Fixed issues with campaign test functionality and incorrect statistics counting.
    Resolved cron job errors when campaign emails were deleted.
    Fixed email limit handling when no limit was selected and prevented sending for inactive campaigns.
    Corrected font color mismatches with templates in campaign and test sends.
    Fixed report inaccuracies for forms, templates, and sent email counts.
    Resolved UI overflow issues for languages with long text.
    Fixed workflow tag persistence issues and ensured failed email errors display correctly in reports.

Version 1.1.4 / 2026-03-06

    Fixed some minor issues.
    Upgraded features to be compatible with the latest version of Perfex CRM.

Version 1.1.5 / 2026-07-24

    Added support for designing and placing the unsubscribe option directly within email content.
    Improved compatibility with alternative SMTP configurations, including Microsoft OAuth 2.0.
    Fixed email sending errors when using non-standard SMTP authentication methods.
    Fixed the email design form not displaying correctly.
    Fixed lead import failures caused by three Marketing Automation-related columns.