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FEATURES

Every feature, with its own page.

62 features of SmartMy Marketing, grouped by area, each with the plans that have it. Open one to see what it does, who uses it and how it works.
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Highlights

The parts of SmartMy Marketing people notice first.
01WhatsApp sequences: free text in the 24-hour window, over several numbersEmail and WhatsApp in one sequence, with plain text inside the 24-hour window.How it works 02Journeys on purchases: ordered, delivered, paid, buy again, stopped buyingBuy-again and win-back journeys from sales orders, counter bills and online orders.How it works 03Revenue by sourceEvery order credited to the broadcast, sequence, ad or chat that brought it.How it works 04Usage per client, retainers, time and the month's invoiceRetainer, extra hours and usage on each client's monthly invoice, in one press.How it works 05The AI agent finds homes and books viewings, with SmartMy LeaseThe AI agent offers your free units and books viewings in the chat.How it works
ON THIS PAGE
01Channels and inbox02Audience03Outreach04Campaigns05Social and ads06AI and selling07Agency mode08With other SmartMy products09Across SmartMy Marketing10Phone apps

Channels and inbox

6 features
WhatsApp, Instagram and Facebook pages connected through SmartMy's Meta app, with number healthConnect your own WhatsApp numbers, Instagram accounts and Facebook pages from one screen, in Meta's own windows. Their messages come to one inbox, and each WhatsApp number shows its quality rating and messaging limit, with an alert when the quality falls.Every planA web chat bubble for your websiteOne line of script puts a chat bubble on your website. Visitors write from any page, the chat lands in the same inbox as WhatsApp and Instagram, and your team's replies appear in the bubble.Every planOne inbox for every channelWhatsApp, Instagram, Messenger, web chat and replies to your outreach emails come into one inbox. Your team assigns, tags, notes and answers every chat in one screen, with the 24-hour reply window shown on each chat.Every planA chat becomes a SmartMy Desk ticketWith SmartMy Desk, one button turns a WhatsApp, Instagram, Messenger, web chat or email conversation into a ticket with the chat so far. Your support team's replies on the ticket go back into the same chat, and the customer is told there when it is solved.Every planWith SmartMy DeskChats, lead ads and interested replies become CRM leadsWith CRM, a chat becomes a CRM lead in one press. Every lead from a Facebook, Instagram or Google lead form can make one by itself. A reply rule can turn every interested reply to your outreach into a lead.Every planDashboards: journeys, outreach and broadcastsSmartMy Marketing opens on a ready dashboard: open, waiting, unassigned and new conversations, journeys running, people in journeys, outreach emails sent and replies. It has charts of emails by result and broadcasts by status. Each number is counted for the person looking.Every plan

Audience

9 features
Lead lists from Excel or CSV, every column a merge fieldImport a lead list from Excel or CSV. Name, company, phone and city fill the contact. Every other column, such as industry or pain point, is kept per person to use in your emails and messages.Every planConsent per contact, channel and Entity, with STOP and STARTEvery opt-in and every withdrawal is kept per person, channel and Entity, with where it came from and its proof. STOP in a chat or an unsubscribe click is recorded by itself, and WhatsApp marketing goes only to people who said yes.Every planDo-not-contact addresses and domainsKeep a list of email addresses and whole domains your outreach must never email: existing customers, competitors, people who asked. People who unsubscribe are added by themselves.Every planEmail addresses checked before sendingBefore a sequence emails someone, their address is checked. It catches not an address, a domain that takes no mail, a throwaway domain or a role address like info@. Bad ones are skipped by default, so your mailboxes do not collect bounces.From GrowthForms with their own page or an embed scriptBuild a sign-up or enquiry form in Marketing, share its own page or paste one script line into any website. Each entry becomes a contact with its consent and proof, joins your list and journey, and gives someone a follow-up task.From GrowthLeads from Facebook, Instagram and Google lead adsLeads from your Facebook and Instagram lead forms, and from Google Ads lead forms by webhook, arrive as contacts with every answer. Each form sends its leads to a list, tags, a journey and a person who calls them.Every planWebsite visitor tracking after consentA script on your website records the pages a browser views once the visitor agrees. When the visitor becomes a known contact, through a tracked email link or a form, their pages show on the contact. They can start a journey.From GrowthSegments on fields and behaviourPick people by what they are and what they did. Use tags, lists, consent, emails opened or clicked, chats, broadcasts read, forms sent, pages viewed and purchases. Segments refresh every hour and feed journeys, broadcasts and Meta ad audiences.From GrowthCustomer value groups, churn risk and the next orderEvery night each customer with orders gets an RFM score and a value group, such as Champions or At Risk. They also get a churn risk from how late they are against their usual gap. Then the date their next order is expected and the channel they answer on most.Scale only

Outreach

10 features
Mailboxes with a domain check, ramp-up and bounce pauseConnect your own sending mailboxes over SMTP and IMAP, and check the domain's SPF, DKIM, DMARC and MX records. Let each new mailbox send a little more every day. A mailbox stops by itself when too many of its emails bounce.Every planEmail sequences over many mailboxes, with tracking and one-click unsubscribeCold and warm outreach as plain, personal emails. Each sequence sends from a pool of your mailboxes, a little at a time. It keeps follow-ups in the same thread and stops for a person when they reply. Every email carries an unsubscribe link and the one-click unsubscribe header.Every planOutreach results for email and WhatsAppEvery outreach email and WhatsApp message is kept with its sequence, step, version and sender. You see sent, replied, bounced, clicked and read for each one, and where each person stands.Every planInbox placement testsSend the same email from each of your mailboxes to your own test accounts at Gmail, Outlook and other providers. Within the hour you see inbox, spam or not arrived.From GrowthBlocklist watch for your sending domainsEvery day each sending mailbox's domain, tracking domain and own mail server are looked up on the main spam blocklists. A new listing pauses the mailbox and tells its owner.From GrowthWhatsApp templates and Meta's approvalWrite your WhatsApp templates in SmartMy, with parameters, a header and buttons, and send them to Meta for approval from the number. Approved templates are what sequences, journeys, broadcasts and the inbox send outside the 24-hour window.Every planWhatsApp opt-in word, link and QR codeGive each WhatsApp number an opt-in word. Whoever sends it from your QR code, wa.me link or ad is opted in to WhatsApp marketing. Their message is kept as proof, and they get your reply.Every planWhatsApp sequences: free text in the 24-hour window, over several numbersPut WhatsApp steps in the same sequence as your emails. Each step sends its approved template, or your own free text when the person wrote in the last 24 hours. New chats can be spread over several numbers within Meta's daily limits.Every planWhatsApp forms (Meta Flows)Build a short form, publish it to Meta as a WhatsApp Flow, and send it from the inbox. The person fills it inside WhatsApp; the answers fill the contact, go into a lead list and tags, and can start a sequence.From GrowthReplies sorted by AI, and reply rulesEvery reply to a sequence or journey gets a category such as Interested, Not Now or Wrong Person. It is sorted by AI or by the button pressed. Your reply rules then start another sequence, give a tag, set a task or, with CRM, make a lead.From Growth

Social and ads

9 features
Social posts and a calendar for Facebook and InstagramPlan Facebook and Instagram posts on a calendar, schedule them, add a first comment, and have posts approved before they go out. Each account's result and link is kept on the post.Every planAI pictures in your brand kitDescribe the picture you need and the AI makes it in your brand's colours and style. It comes in the sizes you choose for feed, portrait, stories and wide. The pictures are added to your social post.From GrowthComments: sentiment, hide rules, replies and likesComments on your Facebook and Instagram posts arrive in one list as they are written, sorted positive, neutral or negative by AI. Reply, like, hide or turn a commenter into a contact, and let hide rules remove spam and abuse at once.From GrowthSocial analytics and the best times to postEvery night SmartMy reads each connected page's and Instagram account's followers, reach and engagement from Meta. It also reads the results of your posts from the last 30 days. A day-by-hour table shows when your posts do best.From GrowthListening on news, Reddit, Hacker News, feeds and InstagramWatch the web for your brand, products and rivals. Topics are searched every 2 hours on Google News, Reddit, Hacker News and the feeds you add. Each mention gets a sentiment, and negative ones are told to the person you choose.Scale onlyMeta ad campaigns and results, with pause, budget and ad rulesConnect your Meta ad accounts and see every campaign with its spend, reach, clicks and leads, read every 6 hours. Pause, resume and change the daily budget from SmartMy, and let ad rules pause a campaign or tell you when costs run high.From GrowthAd Builder with text written by AIBuild a Meta ad in SmartMy: objective, audience, budget, dates, picture, headline, text and call to action. The AI can write the words, a manager can approve, and the ad is made on Meta paused until you press Start.From GrowthSegments as Meta ad audiencesSend a segment to a Meta ad account as a custom audience for retargeting and lookalikes. Only scrambled emails and phone numbers leave SmartMy, and the audience is brought up to date every day.From GrowthSales sent to Meta's Conversions APIEvery order counted in Revenue by Source is sent to your Meta dataset as a purchase, server to server. Meta can then see which ads lead to real sales.From Growth

AI and selling

10 features
The AI agent suggests replies, and every answer is loggedTell the AI agent who you are, what you sell and what it must never say. In the inbox it drafts the reply from the chat and your own prices. A person checks and sends it, and every answer is logged.Every planThe AI agent answers by itself, with tools, documents and hand-overLet the AI agent answer customers by itself outside working hours, when nobody is assigned, or always. It looks up your products, searches your documents, sends a cart with a payment link and hands over to a person when it should.From GrowthSequences written with AI, and a first line for each personDescribe your offer and who it is for, and the AI writes a whole outreach sequence with the waits between the emails. It also writes a personal opening line for every person on a lead list, from facts you already have.From GrowthChatbots with menus, questions and hand-overBuild a chatbot from menus, questions and messages, with no AI and no code. On WhatsApp its menus show as buttons or a list. It saves answers on the contact, tags people and hands the chat to a person.From GrowthChat carts and payment links, and quotations from themMake a cart in the customer's conversation and send a payment link in the same chat. When the payment comes in, the cart is marked paid and the customer is thanked there. With Sales or SmartMy Trade, the cart becomes a quotation, an order and an invoice.Every planYour Meta catalogue in WhatsAppSend your products to the Meta catalogue of your WhatsApp number, every night by themselves. Share products in the chat. A WhatsApp cart the customer sends arrives as a chat cart at your prices, ready for the payment link.From GrowthShopify, WooCommerce and Magento storesConnect your Shopify, WooCommerce or Magento store. Its products become products to sell in chat. Its customers and orders come in, so journeys can thank, follow up and win back each buyer.From GrowthLeft-the-cart journeys for online storesWhen a shopper leaves your online store's checkout without paying, a journey reminds them by email or WhatsApp with a link back to their cart. If they buy, the journey ends by itself and the cart counts as bought.From GrowthRevenue by sourceEvery confirmed order, online store order and paid chat cart is credited to the customer's last marketing touch. You see which broadcast, sequence, lead ad or chat brought money, not only clicks.From GrowthAPI keys, a JSON API and webhooksConnect your own systems to SmartMy Marketing. API keys let them add contacts with consent and start journeys. Webhooks tell them at once when a contact is added, a cart is paid or someone opts out.From Growth

Agency mode

5 features
Agency clients, each with its own entity and teamAn agency keeps each client as its own Entity in one SmartMy Marketing account. The account manager and the agency team switch to the client's Entity to run its inbox, posts, ads and journeys. The client's people get a portal of their own.From GrowthClient portal: approve posts, see the calendar, send filesAn agency's clients sign in to their own portal to approve or send back posts with a note. They see what is scheduled for the next 60 days and send logos, photos and briefs, without a back-office login.From GrowthMonthly client report, emailed on the 1stOn the 1st of every month each active agency client's people get last month's report as a PDF. It has posts published, customers who wrote, and broadcasts sent, read and clicked. It also has people in journeys, leads from ads and sales in chat. Print any month from the client.From GrowthA set-up copied to a new clientStart a new agency client from one you have already set up. Brand kits, forms, sequences and journeys, chatbots, AI agents and documents are copied into the new client's Entity. So are lead lists, segments, comment rules and reply rules. Contacts, messages, posts and results are never copied.Scale onlyUsage per client, retainers, time and the month's invoiceFor each agency client, SmartMy Marketing counts the month's messages, AI use and files. It keeps the retainer and the hours your team logged. It makes the month's invoice in one press: retainer lines, extra hours and usage, each line saying what it is.Scale only

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