Bring your campaigns together.Prepare them your way.
Campaigns, audiences, content and reviews are already in place to get started. Make this software your own marketing tool: Shappy helps adapt tracking criteria and approvals to your team.
Before distribution, know who and why.
Inès prepares a customer event. She needs a relevant list, a reviewed invitation and an owner for every piece of content.
- 01
Define the audience
Bring together segment criteria and available contact information.
- 02
Prepare the campaign
Associate a goal, owner and content with an identified campaign.
- 03
Review before distribution
Check content and contact eligibility before any actual sending workflow.
The campaign connects audience and content.
Each view supports preparation. You decide when a message goes out.
From idea to approved preparation.
Move each campaign review forward until it is ready.
Your editorial approval process.
Tell Shappy what needs to change. Watch your software take on your way of working.
Your software, your rules
Add our campaign checklist and a review owner. Show content awaiting their approval before internal scheduling.
Watch the transformation
Take your software for a spin.
Switch views, open a record and try the available actions. Linked records show how the workflow fits together.
Define an explicit distribution workflow.
Audience, sender account and content approval are defined before activating a channel.
- Gmail
Read the connected personal account profile.
What is needed : Explicit read after personal connection and authorisation.
- CRM and forms
Contact, source, expressed interest and eligibility information.
What is needed : Define authorised connections, duplicate handling and source retention. Consent stays explicit.
- Google Calendar
Read calendars and events relevant to preparation.
What is needed : Read after an explicit click, personal connection and permissions. Scheduling a campaign is an internal milestone.
Prepare a representative campaign.
- 01
Choose the goal
An event, guide or sales activity with a specific audience.
- 02
Review sources
Check contacts, segment criteria and eligibility information.
- 03
Put your process in place
Tell Shappy who prepares and who reviews. Check the changes on this campaign before connecting distribution tools.
Your questions before choosing your software.
Can we keep our approval process?
Yes. Campaigns, content and audiences are already organised to get started. Work with Shappy to evolve your application around your checklists, segment criteria and editorial responsibilities. Rules and connections are checked before use.
Does a campaign send itself?
No. You prepare the campaign, its content and its audience, then you decide when to send.
Can we keep our email marketing tool?
Yes, once its import format, identifiers and transfer capabilities are checked.
Is consent handled automatically?
The software retains explicit consent, withdrawal and history. Criteria are frozen at review and audience at internal scheduling.
Can we measure sales from a campaign?
Yes, with common identifiers, an authorised connection and an attribution rule you define.
Your next campaign, your way.
The goal, audience and content give you a starting point. Your review criteria and existing tools guide what comes next.
Bring a representative record and your working rules. We will define data migration and the first changes to check.