Marketing

Marketing runs on the same records as the rest of DealJourney. An audience is a live query over your customers and contacts, not an exported list — so it never goes stale, and a reply to a campaign lands on the same timeline as the sales conversation.

The module is organised into five groups of surfaces.

Plan — a calendar of what is going out when, and a budget view. Worth using even if you send little: the calendar is what stops three teams emailing the same customer in one week.

Create — campaigns, journeys, newsletters, and a content studio for the material they use. Campaigns and Journeys.

Audience — audiences and segments, capture forms, and lead scoring. Audiences and segments.

Measure — attribution, which ties revenue back to what caused it, and performance for the sends themselves.

Governance — consent, the preference centre, suppression, deliverability and retention. Consent, unsubscribes and deliverability.

Where it meets the CRM. A capture form creates leads (Leads); a landing page is where that form usually lives (Landing pages); scoring decides which leads are worth a call.

The connection to the Marketing Platform (Link Mobility) is switched on by DealJourney on request. Once it is on for your workspace, your workspace admins can change it themselves under Integrations: the login, the list and sender, which customers are synced, the field mappings, and running a sync by hand. Everyone else sees whether it is connected and when it last synced.

Start with governance, not with a send. Consent, a working unsubscribe and a clean suppression list are what keep you out of trouble and out of spam folders — and they are far harder to add after you have emailed ten thousand people.