Campaigns & automation
How this is scored
Building the mail and the journey around it: editor, templates, segmentation, triggered sequences, A/B testing.
0 — One-off broadcasts from a fixed template; no segmentation and no automation of any kind.
3 — A drag-and-drop editor and simple list segmentation, but automation is a single welcome mail and there is no testing.
5 — Reusable templates, attribute and behaviour segmentation, multi-step automations on common triggers, and subject-line A/B testing.
8 — A visual journey builder with branching on behaviour and data, dynamic content per segment, send-time optimisation, and testing that reports significance rather than raw counts.
10 — Journeys treat the whole lifecycle: event-driven entry from other systems, branching on any attribute or event, holdout groups for measurement, and automations a marketer can read months later without a diagram.
The CRM Manager
The automation editor is a real journey builder — conditional splits, exit conditions, lifecycle stages, frequency capping, custom-event triggers and email/SMS/push paths in one flow — and behavioural segmentation plus AI send-time picking are documented, with pre-built cart abandonment, browse abandonment and win-back flows showing lifecycle thinking. What I found no public information on is testing that reports statistical significance: the A/B copy stops at which channel, incentive or subject line "drives you most conversions", and holdout groups go unmentioned, so it falls short of the highest level. 1 3 4 12