Modules · Marketing · Coming soon

Marketing that knows your clients.

Campaign-grade email and SMS -- segments, sequences, A/B testing, deliverability monitoring. Built for the client list you already have.

This module is on the roadmap · estimated availability Q4 2026. Vote on the request board to nudge the priority, or talk to us about an early-access slot.

About

Messaging today handles two-way SMS and transactional email triggered by real events. Marketing is the campaign-grade layer on top: segment your client + wholesaler list with the same filters you use in the operator app, build email and SMS sequences with templated branding, A/B test subject lines and send times, and watch the deliverability metrics in one place. It is not a separate marketing seat with its own contact database. It is the same client roster, the same opt-out state, the same audit chain -- with the campaign tools your CRM has been missing.

Features
Operator-language segments
Build a cohort with the same filters the clients list uses -- tags, account type, last order, wholesaler tier. No SQL, no second contact import.
Sequences
Onboarding, refill nudges, win-back. Branch on opens, clicks, or operator-stamped events. Pause per-client on reply.
A/B testing
Subject lines, send times, body variants. The reporting layer rolls up clean lift numbers without copy-pasting CSVs.
Deliverability dashboard
Opens, clicks, bounces, complaints, blocks -- per send and per sender. Per-domain SPF/DKIM/DMARC status surfaced inline.
Opt-out everywhere
STOP keyword and per-client mute apply across Messaging and Marketing. One opt-out, one truth.
Use cases
Marketing
Quarterly refill nudge
Tag every client with an open prescription; build a 3-step sequence (SMS, email, SMS); A/B test the subject line. The reporting tile shows lift over the prior quarter; opt-outs honored across the platform.
Owner
Wholesaler reactivation
Segment wholesalers who have not ordered in 90 days; send a templated reactivation email; route replies into the wholesaler conversation thread. No second CRM, no double-import.
FAQ
How is this different from the Messaging module?
Messaging is the inbox + transactional sender; Marketing is the campaign + sequence layer on top. Most operators run them together.
Will it require its own contact database?
No. It uses your existing clients + wholesalers. There is no parallel marketing-only list to keep in sync.
What about Klaviyo or Mailchimp?
Both stay supported as outbound senders via integration. Marketing is the native path for operators who do not want a second tool.
Add marketing the day you need it.
Vote on the idea board → Talk to us