> ## Documentation Index
> Fetch the complete documentation index at: https://docs.amdital.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Marketing Module

> Contacts, segments, campaigns, automation, forms, and marketing analytics.

### Overview

Marketing covers outbound and inbound demand generation: a contact/segment database, multi-channel
campaigns (email, SMS, WhatsApp, social), visual automation workflows, lead-capture forms and
landing pages, a chatbot, and lead scoring. It reads contact and lead-scoring data from
[CRM](/docs/modules/crm) — a contact converted from a CRM lead shows up here, and lead-scoring
activity feeds back into CRM.

### Where to find it

| Area | Route |
| - | - |
| Dashboard / performance | `/marketing`, `/marketing/overview` |
| Contacts / segments / suppression | `/marketing/contacts`, `/marketing/segments`, `/marketing/contacts/suppressed` |
| Import contacts | `/marketing/contacts/import` |
| Campaigns (email/SMS/WhatsApp/social/A-B) | `/marketing/campaigns`, `/marketing/campaigns/{email,sms,whatsapp,social,ab-tests}` |
| Sequences (drip/nurture) | `/marketing/sequences` |
| Automation workflows | `/marketing/automation`, `/marketing/automation/templates` |
| Forms / landing pages / pop-ups / chatbot | `/marketing/forms`, `/marketing/landing-pages`, `/marketing/popups`, `/marketing/chatbot` |
| Channel settings | `/marketing/email`, `/marketing/email/providers`, `/marketing/email/warmup`, `/marketing/sms`, `/marketing/whatsapp`, `/marketing/social` |
| Visitor tracking / lead scoring | `/marketing/visitors`, `/marketing/lead-scoring` |
| Reports / settings | `/marketing/reports`, `/marketing/settings` |

### Core workflows

#### Build a contact list

1. Go to **Marketing → Contacts** to see everyone in your marketing database, or **Contacts →
   Import** to bring in a CSV.
2. Use **Segments** to group contacts by shared criteria for targeted sending.
3. **Suppressed** contacts (unsubscribed or bounced) are excluded from future sends automatically.

#### Launch a campaign

1. Go to **Marketing → Campaigns → New campaign**, set a **Name** and **Subject line**.
2. Pick a channel — **Email**, **SMS**, **WhatsApp**, or **Social** — each has its own list and
   settings page under **Campaigns**.
3. Before sending on a channel for the first time, configure it: **Email → Providers** (connect an
   email provider), **SMS**/**WhatsApp** settings pages for those channels. A campaign without a
   configured provider routes you to **Settings → Workspace → Integrations** to finish setup.
4. Use **A/B Tests** to compare subject lines or content variants on a portion of the list before a
   full send.

#### Automate a sequence

* **Sequences** (`/marketing/sequences`) are simple drip/nurture flows keyed off an event (e.g. a
  form submission).
* **Automation** (`/marketing/automation`) is the fuller visual workflow builder, with reusable
  **Templates**.

#### Capture leads

* **Forms** and **Landing Pages** are how visitors get captured into Marketing; **Pop-ups** and the
  **Chatbot** are additional on-site capture surfaces.
* **Lead Scoring** assigns point values to visitor/contact behavior; **Visitor Tracking** shows
  anonymous and identified site activity feeding that score.

### Permissions

Marketing is workspace-scoped. Role gates for individual actions (who can send a campaign vs. just
draft one) are not yet broken out per-role in the product — treat campaign sending as a
manager-or-above action until your workspace's actual permission settings say otherwise.

### Known limitations

* Role gates for individual Marketing actions are still coarse-grained (workspace-scoped, not yet
  broken out per action) — don't assume a specific role boundary without checking your workspace's
  actual settings.


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