If you want to run a successful business, segmenting your customer base is one of the most powerful tools at your disposal. I mean, wouldn’t it be great if you could know exactly which customers are your biggest fans, which ones…
"Yes, of course. We do that!" This was our answer to a user's request. And that request was as follows: "Please make a note or video tutorial about dynamic customer…
This guide outlines the steps to develop a content plan and automate workflows in Planfix. At our company, Planfix integrates all of our business processes, including…
Discover the best all-in-one platforms for media companies that unify CRM, projects, and billing to boost collaboration and streamline workflows.
Grouping customers based on their preferences, buying habits, and behaviors is a great way for companies to fine-tune their marketing. That way, their campaigns feel…
We have integrated Planfix with SMS services: Twilio, Plivo, Vonage, Telnyx, SimpleTexting, TextUs. We've added a search for the planner filters by name. So now it's…
Marketing teams can plan content on a Planfix Planner board and keep customer segments up to date with contact fields, filters and scripts. A contact filter can be linked to a mailing list in services such as MailChimp or Brevo, and only email addresses are sent. The RFM analysis guide walks through a full segmentation setup.