👋 Welcome to the Most Powerful Tool in Your Arsenal
Think of this system like having a team of ten people working for you 24/7. One person watches who opens your emails. Another one automatically sends follow-ups. A third one knows when a client's invoice is overdue and sends a gentle reminder — all without you lifting a finger. That's what this system does for you.
The Overview Dashboard
The Overview tab is your marketing command centre. The moment you log in, this is the first thing you see — a live, real-time snapshot of everything happening with your audience right now.
Total Contacts
Leads, clients, and subscribers combined in the system.
Emails Sent
Total historical volume across all broadcast campaigns.
Open Rate
Percentage of deliveries that resulted in an open. Industry average is 20%. Aim higher!
Hot Leads
People with an Engagement Score above 70. These are your most interested prospects.
💡 The Engagement Score System
Every contact has a live "temperature gauge".
• Open Email: +5 points
• Click Link: +10 points
• Browse Website: +2 points per visit
Scoring
Tiers:
0-29: Cold | 30-69: Warm | 70+: Hot (Call them
today!)
Campaign Logic & Statuses
A Campaign is a single marketing email that you design, write, and send to a group of people. Think of it like printing custom flyers — except you can track exactly who read them.
Draft
Work in progress. Invisible to clients.
Scheduled
Approved and waiting for the designated send time.
Sent
Delivery complete. Full analytics available.
🔄 Duplicating a Campaign
Found a template that worked? Use the Duplicate button (copy icon). It makes an exact copy as a new Draft, so you can tweak and send to a different segment without starting from scratch.
The Design Studio (Email Editor)
Build emails that stop people from scrolling using our drag-and-drop block system. Think of it like building with Lego bricks.
🏦 Account Summary Block
The ultimate weapon. Automatically inserts a live financial table into the email showing the client's current outstanding balance, total paid, and next due date.
🏠 Property Card Block
Pulls LIVE property data (images, prices, amenities) directly from our inventory and formats it into a beautiful, clickable card.
| Tag | Result |
|---|---|
{{ first_name }} |
"Dear Emeka," |
{{ outstanding }} |
"₦2,500,000 outstanding" |
{{ due_date }} |
"30th April 2026" |
First-Touch Lead Attribution
How do we know which ad generated a sale? We use professional **First-Touch Attribution**. This credits the source that originally brought the customer into our ecosystem.
UTM Parameter Capture
When a user clicks a link (e.g., from a Facebook Ad), we
capture utm_source, utm_medium, and utm_campaign.
mCID Persistence
The **Marketing Campaign ID** is locked onto the contact. Even if they don't buy for months, we remember the campaign that "hooked" them.
Revenue Linking
When they pay an invoice, the system automatically looks up their attribution history and credits the revenue to the original Campaign.
CRM & The Profile Timeline
Every lead and every client who has ever expressed interest lives here. This is your most valuable business asset — treat it carefully.
🕒 Interaction Timeline
Click "View Profile" to see every email they've received, opened, and clicked in chronological order. This is gold for the sales team before making a follow-up call.
🔄 Automatic Sync from Finance
When a new client is registered in the Finance Dashboard, they are automatically created or upgraded here without any manual action.
Segmentation: Laser Targeting
Instead of sending the same email to everyone and hoping it's relevant, you send targeted messages to specific groups. Imagine you're a doctor — you wouldn't give every patient the same medicine.
Engaged
Opened at least one email
Overdue
Invoice date passed
VIP Clients
LTV > ₦10M
💡 Custom Rule Building
You can create your own groups by combining rules.
Example: Target people from Lagos Expo AND Hot Leads BUT Not a
Client.
Measuring ROI & CPA Efficiency
How we measure "Is it working?" using professional financial metrics.
Mastering CPA
Cost Per Acquisition
Total Campaign Spend / New Paid Customers.
"If CPA is higher than your profit margin, the campaign is losing money."
Mastering ROI
Return on Investment
Total Attributed Revenue / Total Spend.
🎯 Aim for 300% (3x Return)
The 24/7 Sales Machine (Sequences)
A Sequence is a series of emails that get sent to someone automatically over time. You set it up once, and it runs by itself forever.
Real-World Case Study: New Lead Welcome
- 📍 Day 0: Warm welcome & brand introduction.
- 📍 Day 3: Top 3 Property Picks (automatic cards).
- 📍 Day 7: "Scarcity" email (Limited units remaining).
- 📍 Day 14: Testimonials plying successful client stories.
🤖 Smart Branching
"Only if Opened Pre-Step": If checked, the system skips the next step for users who ignored the previous one, ensuring we don't spam uninterested leads.
The LTV & VIP Engine
Not all clients are equal. The LTV (Lifetime Value) Engine tracks actual revenue per client to trigger elite automations.
Revenue-Based Tagging
Every 6 hours, the system sums up all **Paid Invoices** for every contact. If they reach specific thresholds, their status is updated instantly.
₦10,000,000.00
Recognition
Auto-Tagged as "VIP"
The Marketing Strategic Planner
The Calendar tab is your strategic planning board. It shows you all upcoming dates that matter for your marketing — Public Holidays, Invoice Due Dates, and your own Custom Business Events.
Urgent (7 Days)
"Act immediately. Draft the campaign today."
Focus (30 Days)
"Planning window. Reserve design assets."
🏆 Holiday Strategy
Two weeks before a major holiday (e.g. Eid, Independence Day), send a themed offer email to your "Hot Leads". One week before, send a follow-up to those who opened but didn't click.
Compliance & Laws
CriticalSending emails to people who don't want them is illegal.
1. The Automatic Link
Every single email sent contains an unsubscribe link at the footer. You do not need to add it yourself; it is mandatory.
2. Instant & Permanent Block
The moment a contact clicks "Unsubscribe", their status is
set to false. Our engine checks this status the split-second before
dispatching any future email. They are silently blocked forever.
NEVER manually override an unsubscribe. It is a legal violation under GDPR and Nigerian Data Protection laws.
Pro Tips & Playbooks
🔥 New Lead Fast Track
Set up once for any new lead coming from your website or events.
Target: 30-60 Day Conversion Window💰 Payment Reminder Playbook
Target the "Outstanding Balance" segment using the **Account Summary Block** to keep revenue flowing without manual calls.
Target: Collections & Cash FlowEssential Do's and Don'ts
✅ DO
- • Use Personalization tags
- • Target specific Segments
- • Schedule for mid-week mornings
- • Use Sequences for nurturing
❌ DON'T
- • Send "Dear Customer" emails
- • Blast 1,000+ people at once
- • Send on Monday mornings
- • Manually override opt-outs