Ideas to put to work
Campaigns that reflect where each client stands and what your firm knows.
Segments from CRM data
Sofia reads HubSpot companies, deals and owners and, with your approval, updates subscribers and tags so each segment reflects where clients stand.
Newsletter from the firm's work
Sofia reads your Confluence blog posts and drafts the client newsletter campaign, for your approval before it's scheduled.
Webinar invitations scheduled
Sofia creates the Zoom webinar, builds the invitation campaign for the right segment, and schedules it with your approval.
Campaign results analyzed
Sofia gets campaign reports and shows which segments and topics draw engagement, so the next campaign builds on it.
What Sofia can do with Mailchimp
Sofia reads and keeps current
- Audiences
- Audience members
- Segments
- Automations
Sofia does, with your approval where you want it
- Add or update a subscriber
- Tag a subscriber
- Create a campaign
- Schedule a campaign
- Get a campaign report
- Create a segment
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- HubSpotCRM and marketing platform for growing businesses
- ConfluenceTeam wiki for documentation and knowledge
- ZoomVideo meetings and webinars
- ActiveCampaignEmail marketing, automation and sales CRM
- Constant ContactEmail marketing for small businesses
LinkedInProfessional network for posts and outreach- AhrefsSEO toolset for backlinks, keywords and rank tracking
BrevoEmail and SMS marketing with a built-in sales CRM
Let Sofia plan your next Mailchimp campaign
Score your firm in three minutes, or talk to our team.