Overview

WebToq Marketing enables users to create, target, and track email and SMS campaigns, helping businesses engage specific audiences and measure performance effectively.

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1. Understanding Marketing

What It Is

The Marketing tab is where users create and manage outreach campaigns, including email and SMS messaging, within WebToq.

Why It Exists

It provides a centralized system for communicating with leads and customers at scale while maintaining control over targeting and performance tracking.

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2. Accessing Marketing

1. Log in to your WebToq account.
2. From the left-hand menu, click Marketing.
3. You will see:
   • Campaigns
   • Templates
   • Audience selection tools

Expected Outcome:
You are now in the campaign management interface.

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3. Campaign Creation

What It Does

Campaign creation allows users to build and send marketing messages across different channels.

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3.1 Creating an Email Campaign

1. Go to Marketing → Campaigns.
2. Click Create Campaign.
3. Select Email Campaign.
4. Enter:
   • Campaign name
   • Subject line
5. Design or select an email template.
6. Add content and personalization (e.g., {{FirstName}}).
7. Click Save or proceed to audience selection.

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3.2 Creating an SMS Campaign

1. Click Create Campaign.
2. Select SMS Campaign.
3. Enter:
   • Campaign name
   • Message content
4. Keep messages clear and concise.
5. Click Save.

Expected Outcome:
Your campaign is created and ready for targeting.

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4. Audience Targeting

What It Does

Audience targeting allows campaigns to be sent to specific groups of contacts based on defined criteria.

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How to Select an Audience

1. During campaign setup, go to Select Audience.
2. Choose recipients based on:
   • Tags
   • Contact lists
   • Custom fields
   • Pipeline stages
3. Apply filters to refine your audience.
4. Confirm selection.

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Examples of Targeting

• Leads from a specific source
• Contacts with a certain tag (e.g., “Hot Lead”)
• Customers in a specific pipeline stage

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Benefits

• Improves message relevance
• Increases engagement rates
• Reduces unnecessary messaging

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5. Sending Campaigns

1. Review campaign content and audience.
2. Choose sending option:
   • Send immediately
   • Schedule for later
3. Click Send or Schedule.

Expected Outcome:
The campaign is delivered to the selected audience.

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6. Performance Tracking

What It Tracks

WebToq Marketing provides insights into how campaigns perform.

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Key Metrics

• Open Rates – Percentage of recipients who opened the message
• Response Rates – Number of replies or interactions
• Engagement Levels – Overall interaction with the campaign

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How to View Performance

1. Go to Marketing → Campaigns.
2. Select a campaign.
3. Open the Analytics or Stats section.
4. Review metrics and trends.

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How to Use the Data

1. Identify high-performing campaigns
2. Adjust messaging or targeting for low performance
3. Optimize future campaigns based on insights

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7. Daily Workflow Using Marketing

1. Open Marketing
2. Review active and past campaigns
3. Create new campaigns as needed
4. Select targeted audiences
5. Monitor performance metrics
6. Adjust future campaigns accordingly

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8. Best Practices

• Use segmentation for precise targeting
• Personalize messages for better engagement
• Test campaigns before sending
• Monitor performance regularly
• Schedule campaigns at optimal times

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9. Common Mistakes to Avoid

• Sending campaigns to broad, unfiltered audiences
• Ignoring performance data
• Overloading contacts with messages
• Not personalizing content

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Why It Matters

Effective targeting and performance tracking lead to higher engagement, improved communication, and increased conversion rates.

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Summary

WebToq Marketing enables users to create targeted email and SMS campaigns, segment audiences, and track performance metrics to improve engagement and optimize outreach strategies.