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 drag-and-drop editor, reusable blocks, template folders and an automated campaign type are documented, and A/B testing goes beyond subject lines to sender and full content with automatic winner selection. But the winner is chosen on raw open or click rate with a victory cup — no significance reporting — and the journey claims (more than fifty ready-to-use scenarios, intelligent multi-channel triggers) are marketing copy with no documented branching on behaviour or data. Good broadcast-and-test tooling; the lifecycle branching I measure programmes on is unproven. 1 2 3