What’s New: Security Enhancements, SMS Reporting, Bulk Update and More

This month’s emfluence Marketing Platform updates include trusted devices, the ability to bulk update contacts from search results, landing pages in workflows, and more. See what our community has asked for and what we built: Security Enhancements: Trusted Devices If you have logged into your account in the last week you have probably noticed the prompt to save a trusted device for your user. You are not required to save a trusted device, but if you choose to do so we will record that device with the name you choose […]

Marketing Automation Platform Migration Made Easy

To some, migrating all your data from your current marketing automation platform to a new one can be intimidating if not a full-on nightmare. That’s valuable information that your company has spent budget and time to collect and organize over the years, not to mention any content or workflows that your creative teams have put together.   When migrating goes wrong, this can lead to confusion and chaos which is why many are cautious when it comes to trying a new platform. However, with the right prep and partner, migration can […]

How to Develop a Successful Marketing Automation Strategy

While marketing automation software has the potential to change your life, it’s important to remember that the technology is not the “mythical magic marketing button” that so many marketers have been looking for all these years.   Implementing a successful marketing automation strategy requires a lot of preparation and planning. You’ve got to put in the hard work before the software starts automating your marketing process. But when it gets going, the real magic begins to happen.  The first step of any marketing automation strategy starts with an objective. What do […]

What’s New: SMS Updates, Reporting Features, API Token Management and More

This month’s emfluence Marketing Platform updates include SMS in campaigns, the ability to download the Contact Activities Report, control over API access tokens, and more. See what our community has asked for and what we built: SMS in Campaigns DC Asks: Can you add SMS to campaigns? SMS messages can now be added to campaigns. Like emails, the SMS can be added to a campaign on the individual message or in bulk in the Campaigns section. Contact Activities Report Download MS Asks: Can you add a download option to the Contact […]

Keeping Your CRM Up-To-Date and Healthy

When a business invests in a Customer Relationship Management (CRM) solution like Microsoft Dynamics, it invests in the organization’s smooth running and efficiency. A well-maintained CRM will give everyone in the business, who needs access to customer data relating to just about any function, the right information at the right time. Conversely, a poorly maintained CRM can be a disaster.  To understand what a healthy CRM strategy looks like, we should perhaps first take a look at some bad CRM habits that lead to the availability of multiple versions of […]


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