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Features Tour 9 of 11: Auto Marketing

Camelot allows you to have automated marketing campaigns, or funnels. Once set up, Camelot checks literally thousands of variables daily to see who needs what marketing contact. Any time a person meets all the criteria for a marketing effort, Camelot automatically adds them to the day’s list to receive that marketing effort! 

Shown below is a basic funnel. You can create your own custom campaigns, or funnels, even utilizing custom demographic information!

Below you can see how easy it is to add another marketing piece to the funnel.  Just click the ‘Add New Funnel’ button for the screen below, where you specify the new marketing source from a pulldown list.

Often these will be Microsoft Word, mail-merge ready documents that you create (or use from the included supply of documents).

Once you click the ‘OK’ button on the screen above, you can then see that your new part of the funnel has been added in the screen below. From now on, Camelot checks continually for anyone who might need this marketing effort. Automating marketing has a dramatic impact on your results!

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