Conversen provides all the features and functionality needed to plan, execute, and optimize highly individualized,
multichannel marketing programs, as well as build your own integrated applications for even greater control over your ROI.
In addition Conversen's emphasis on "ease of use" reduces the learning curve and helps streamline the
campaign production processes.
The Conversen platform utilizes a "learn once, apply anywhere" approach so while the platform is
capable of executing campaigns that range from simple to advanced in complexity - the differences in learning
how to build them are small. For example, data rules created to drive dynamic content in an email marketing
campaign promoting an offer for subscription renewal can also be used to do the same in a direct mail campaign weeks later.
Below is a high-level overview of the features and functionality available to Conversen clients.
At the core of the Conversen platform is the media-agnostic foundation, providing data storage, campaign execution, and content management capabilities.
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Customer Database
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Individual databases to store customer data, campaign message history, variable content history,
and activity history
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Distributed Systems
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Allow for parent-child-grandchild-etc data structures for complex distributed environments
with specific data processing rules and inheritance processes
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Entity Manager
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Manage the database structure underlying all data in the system, including Recipient information
(First Name = A-Z, Birth Day = Date/Time, etc) or create new Entities for complex data storage
requirements (Orders, External Campaigns, etc), as well as create an unlimited number of custom
properties for each entity
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Files & Folders
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Paradigm for storing all data in the UI in a familiar Microsoft Windows-like method of folders and
files within folders
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User Manager
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Manage the creation of additional user accounts which can then access the system via login
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Whether using the platform as a pure pass-through or maintaining a comprehensive activity and communications history, Conversen is uniquely structured to allow flexibility and high performance.
Data Feeds:
File Import
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Upload a file with records to be saved in the database as potential recipients of a Campaign
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Data Feeds:
FTP Import Template
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Define an FTP site from which to download Import files, as well as a Schedule to control when and
how often that FTP site is accessed and files are downloaded
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Data Feeds:
Web Forms
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Host a web-based form which collects data from web visitors or Campaign recipients and updates the
database with the collected data
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Property Maps
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Save data processing rules which control the update and creation rules on a column-by-column basis
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Saved Queries
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One or more rule called a Query using simple (state = "MA") or complex (3 or more Link Clicks in
the last 10 days) logic, possibly grouped into even more complex structures using And/Or/Not options,
all to define a potential campaign audience, dynamic content rule, export data source, or reporting
filter
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Exports:
Pre-Defined
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Pre-defined set of exports that select records from the database using parameters that users can
select to narrow or broaden the group of records that are ultimately written to a file and made
available for download via the UI
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Exports:
User-Defined
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Custom stored procedures written by Client Service Engineers which include complex logic not
available in the Pre-Defined Exports and that can be downloaded via the UI
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Exports:
FTP Process
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Defines an FTP site to which Export files can be uploaded, as well as a Schedule to control when
and how often files should be generated and uploaded to the FTP site
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Executing Cross Media programs in a coordinated flow is only possible when the platform is built with media independence from the ground up.
Campaigns:
Regular / One-Time
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Configure delivery of content to an audience once at a specific date and time, limited by various
parameters including messages per hour and delivery timeframes
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Campaigns:
Date Calculated
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Includes all functionality of Regular Campaigns, yet delivered based on a schedule of daily or
hourly checks against a rule in the database (i.e. 5 days before Subscription Expiration Date
send a message)
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Campaigns:
Event Triggered
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Includes all functionality of Regular Campaigns, yet delivered as the result of one or more
Events in the system (i.e. Form Submission or Link Click triggers the message)
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Campaigns:
Send To A Friend
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Includes all functionality of Triggered Campaigns, yet delivered only to "friends" that have been
submitted via a Viral Web Form
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Campaigns:
To Proofing List
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Delivers messages to user's inboxes or cell phones for verification and proofing prior to actual
campaign delivery
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RSS Feeds
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Create new RSS Feeds, default entry for new subscribers, and allow RSS Campaigns to publish to one
or more feeds
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Proofing Lists
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Store emails or cell phone numbers with specific rules for proofing with random or specific
dynamic proofing data
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Alert Lists
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Notify one or more emails or cell phone numbers to receive the content of a Campaign triggered
by an event
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From Addresses
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Store from addresses for use with Email and SMS campaigns, as well as providing control for
Inbound Response Handling
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Returned Mail/Bounce Processing Settings
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Allow users to control what types of returned messages result in marking records as
undeliverable
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Upload content created in 3rd Party tools like FrontPage or Dreamweaver for email and GMC or XMPie for print, and let the Conversen platform provide the necessary rules and processing power to drive highly variable content.
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Content Library
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Store content for use in all Campaign types, and provide options to personalize the content
using Merge Symbols for properties (Dear First Name) or Variable Content
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Content:
Upload Wizard
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Step-by-Step guide to allow users to upload content files from their hard drive and bring
the content into the Content Library
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Content:
Track Links
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Find all URLs in email, SMS, and RSS content items and allow users to track and name them
for reporting
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Content:
Preview Wizard
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Step-by-Step guide to allow users to simulate what content will look like in a recipient's
inbox or cell phone screen, as well as view how Variable Content may appear
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Variable Content:
Content Blocks
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Store small content sections that should appear based on rules and logic (i.e. show Red Sox
logo when state = "MA")
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Variable Content:
Dynamic Sections
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Combine Content Blocks with Saved Queries to build simple or complex rules defining when and
where variable content should appear in a message
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Opt-Out Message Management
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100% control over the content of an unlimited number of opt-out messages that can be inserted
anywhere into the body of email content
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Content Sources
(API for RSS & external content)
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Allow users to define external sources of content (RSS feeds, Content Management System APIs, etc)
that can be downloaded into the Content Library or as a Content Block
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View and download metrics as a result of a campaign.
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Campaign Reports
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Summary data about the delivery of any Campaign type, including metrics on delivery, bounce backs,
link clicks, opens and reads, form submissions, domain delivery rates, as well as visual
representations in charts and graphs
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Report Roll-Ups
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Consolidate multiple campaigns into a single report and view aggregate metrics
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Report Update Scheduler
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Define a Schedule for when and how often a reports metrics should be re-calculated
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Report:
Activity Timeline
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View information about delivery and activity in a timeline view
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Report By Domain
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View entire metrics available for a regular campaign report, instead broken down by a
custom list of email domains or Mobile carriers
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User-Defined Reports
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Includes all the functionality of a Campaign Report, but can be filtered to only include a
sub-set of the original campaign audience based on a Saved Query and/or a specific time frame
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Solutions
