How the modules work together
The data flow from a brand brief to a recommended customer.
Think of it as a loop, not a pipeline.
Brand profile feeds every agent. Master campaign turns it into a plan. Topics & calendar produce Content, which goes to Sites and Social and into Campaigns. Contacts come from imports, Data sources, Migration, forms on sites, the Channel board and Audience conversions; the Analyst scores them into the Lead database. Campaigns and Automations mail confirmed segments through Integrations; the Tracker records opens, clicks, visits and goals, which raise lead scores and trigger automations. Monitoring and the Inbox watch the world; Reputation turns satisfied customers into public proof and catches unhappy ones early. AI visibility and API handover make all of it readable and callable for machines. Insights measures the whole loop and tells you the next lever. Compliance sits underneath everything: consent ledger, suppression, documents, data-subject rights.
Step by step
- 1Start with the brand, not the listA good profile makes every agent better; a list without a brand voice produces generic mail.
- 2Let data flow in through doors, not filesData sources and webhooks keep the base current; files are for one-time migrations.
- 3Approve where money or reputation is at stakeBrand policy: automatic for low-risk (blog drafts, inbox thanks), human for sends and public replies.
- 4Close the loopReview requests after delivery, referral blocks in newsletters, handover endpoints for agents.