Step-by-step guide to setting up automated email sequences, lead scoring, and campaign analytics using the TrueValue Marketing module.
Marketing automation is no longer a luxury — it is a necessity. Whether you are nurturing leads, onboarding customers, or running re-engagement campaigns, automation lets you deliver the right message at the right time without manual effort.
TrueValue Marketing provides a visual automation builder that lets you design complex workflows with a drag-and-drop interface. Start with a trigger (form submission, page visit, deal stage change), add conditions and delays, and define actions (send email, update contact, create task).
Assign points based on demographics (job title, company size, industry) and behaviour (email opens, page visits, form submissions). When a lead crosses your threshold, automatically notify your sales team or move them to a specific pipeline stage in CRM.
Track open rates, click rates, conversion rates, and revenue attribution for every campaign. The built-in dashboard shows you which campaigns are driving results and where to optimize.
Pro tip
Start with one simple automation (like a welcome email) and iterate. The best automation strategies are built incrementally based on data.
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