{"id":25994408,"date":"2024-10-16T14:00:14","date_gmt":"2024-10-16T12:00:14","guid":{"rendered":"https:\/\/marketingautomation.it\/project\/suite-5\/"},"modified":"2025-01-30T17:37:08","modified_gmt":"2025-01-30T16:37:08","slug":"suite-5","status":"publish","type":"project","link":"https:\/\/marketingautomation.it\/en\/project\/suite-5\/","title":{"rendered":"Suite 5"},"content":{"rendered":"<p>[et_pb_section][et_pb_row][et_pb_column type=&#8221;4_4&#8243;][et_pb_text]<!-- divi:heading --><\/p>\n<h2 class=\"wp-block-heading\">Infinity CRM and Marketing Automation Integration<\/h2>\n<p><!-- \/divi:heading --><\/p>\n<p><!-- divi:paragraph --><\/p>\n<p>The campaign is therefore an external marketing project that you want to plan, manage and record.<br \/>It can be activities to be carried out via traditional mail, a seminar, an advertisement, an email message or another type of marketing initiative. It allows you to define the objectives, the progress statuses and the references to the people\/companies that commissioned the campaign; you can set the assignees and the<br \/>responsible as well as the products\/interests associated with the campaign that will be proposed<br \/>automatically during the negotiation phase. Normally the commercial campaign is used as a &#8220;container&#8221; of the actions to be carried out in order to also have statistical data based on the evolution of the negotiations. The names can be extracted from a database, which can be created or integrated by importing data from external sources, or determined by specific parametric queries that extract data from the Infinity database; these names flow into the work lists.<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:heading --><\/p>\n<h2 class=\"wp-block-heading\">Infinity CRM and Marketing Automation Integration<\/h2>\n<p><!-- \/divi:heading --><\/p>\n<p><!-- divi:paragraph --><\/p>\n<p>The lists can be based on static elements (i.e. frozen at the time of preparation) or on dynamic filters (i.e. the elements are added to the list if they meet the selection criteria. You can work on the list: \u2022 Immediately creating commercial negotiations based on assignment rules; \u2022 performing typically collaborative mass actions (setting appointments, activities, attaching documents, etc.); \u2022 creating messages for mass sending via email, fax, SMS, etc. The messages can be created using a text EDITOR, which is simple and intuitive to use, similar to that of a common word processor; it is possible to insert hyperlinks or variable fields within the messages to create messages<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:image {\"id\":25992449,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} --><\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"796\" height=\"338\" src=\"https:\/\/marketingautomation.it\/wp-content\/uploads\/2024\/10\/Screenshot-2024-10-04-alle-08.26.40-1.png\" alt=\"\" class=\"wp-image-25992449\" srcset=\"https:\/\/marketingautomation.it\/wp-content\/uploads\/2024\/10\/Screenshot-2024-10-04-alle-08.26.40-1.png 796w, https:\/\/marketingautomation.it\/wp-content\/uploads\/2024\/10\/Screenshot-2024-10-04-alle-08.26.40-1-480x204.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 796px, 100vw\" \/><\/figure>\n<p><!-- \/divi:image --><\/p>\n<p><!-- divi:heading --><\/p>\n<h2 class=\"wp-block-heading\">Infinity CRM and Marketing Automation integration<\/h2>\n<p><!-- \/divi:heading --><\/p>\n<p><!-- divi:paragraph --><\/p>\n<p>Lists can be based on static elements (i.e. frozen at the time of preparation) or on dynamic filters (i.e. the elements are added to the list if they meet the selection criteria. You can work on the list: \u2022 Immediately creating commercial negotiations based on assignment rules; \u2022 performing typically collaborative mass actions (setting appointments, activities, attaching documents, etc.); \u2022 creating messages for mass sending via email, fax, SMS, etc. Messages can be created using a text EDITOR, which is simple and intuitive to use, similar to a common word processor; within the messages you can insert hyperlinks or variable fields to create messages<\/p>\n<p><!-- \/divi:paragraph -->[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[et_pb_section][et_pb_row][et_pb_column type=&#8221;4_4&#8243;][et_pb_text] Infinity CRM and Marketing Automation Integration The campaign is therefore an external marketing project that you want to plan, manage and record.It can be activities to be carried out via traditional mail, a seminar, an advertisement, an email message or another type of marketing initiative. It allows you to define the objectives, the [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":25992617,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"project_category":[43],"project_tag":[],"class_list":["post-25994408","project","type-project","status-publish","has-post-thumbnail","hentry","project_category-pms-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Suite 5 - MA<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/marketingautomation.it\/project\/suite-5\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Suite 5 - MA\" \/>\n<meta property=\"og:description\" content=\"[et_pb_section][et_pb_row][et_pb_column type=&#8221;4_4&#8243;][et_pb_text] Infinity CRM and Marketing Automation Integration The campaign is therefore an external marketing project that you want to plan, manage and record.It can be activities to be carried out via traditional mail, a seminar, an advertisement, an email message or another type of marketing initiative. It allows you to define the objectives, the [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/marketingautomation.it\/project\/suite-5\/\" \/>\n<meta property=\"og:site_name\" content=\"MA\" \/>\n<meta property=\"article:modified_time\" content=\"2025-01-30T16:37:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/marketingautomation.it\/wp-content\/uploads\/2024\/10\/suite-5.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"675\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/marketingautomation.it\/project\/suite-5\/\",\"url\":\"https:\/\/marketingautomation.it\/project\/suite-5\/\",\"name\":\"Suite 5 - MA\",\"isPartOf\":{\"@id\":\"https:\/\/marketingautomation.it\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/marketingautomation.it\/project\/suite-5\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/marketingautomation.it\/project\/suite-5\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/marketingautomation.it\/wp-content\/uploads\/2024\/10\/suite-5.jpg\",\"datePublished\":\"2024-10-16T12:00:14+00:00\",\"dateModified\":\"2025-01-30T16:37:08+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/marketingautomation.it\/project\/suite-5\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/marketingautomation.it\/project\/suite-5\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/marketingautomation.it\/project\/suite-5\/#primaryimage\",\"url\":\"https:\/\/marketingautomation.it\/wp-content\/uploads\/2024\/10\/suite-5.jpg\",\"contentUrl\":\"https:\/\/marketingautomation.it\/wp-content\/uploads\/2024\/10\/suite-5.jpg\",\"width\":1200,\"height\":675},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/marketingautomation.it\/project\/suite-5\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/marketingautomation.it\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Progetti\",\"item\":\"https:\/\/marketingautomation.it\/project\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Suite 5\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/marketingautomation.it\/#website\",\"url\":\"https:\/\/marketingautomation.it\/\",\"name\":\"MA\",\"description\":\"Marketing Automation\",\"publisher\":{\"@id\":\"https:\/\/marketingautomation.it\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/marketingautomation.it\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/marketingautomation.it\/#organization\",\"name\":\"MA\",\"url\":\"https:\/\/marketingautomation.it\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/marketingautomation.it\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/marketingautomation.it\/wp-content\/uploads\/2024\/02\/Logo-MA-2.png\",\"contentUrl\":\"https:\/\/marketingautomation.it\/wp-content\/uploads\/2024\/02\/Logo-MA-2.png\",\"width\":2250,\"height\":2250,\"caption\":\"MA\"},\"image\":{\"@id\":\"https:\/\/marketingautomation.it\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Suite 5 - MA","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/marketingautomation.it\/project\/suite-5\/","og_locale":"en_US","og_type":"article","og_title":"Suite 5 - MA","og_description":"[et_pb_section][et_pb_row][et_pb_column type=&#8221;4_4&#8243;][et_pb_text] Infinity CRM and Marketing Automation Integration The campaign is therefore an external marketing project that you want to plan, manage and record.It can be activities to be carried out via traditional mail, a seminar, an advertisement, an email message or another type of marketing initiative. It allows you to define the objectives, the [&hellip;]","og_url":"https:\/\/marketingautomation.it\/project\/suite-5\/","og_site_name":"MA","article_modified_time":"2025-01-30T16:37:08+00:00","og_image":[{"width":1200,"height":675,"url":"https:\/\/marketingautomation.it\/wp-content\/uploads\/2024\/10\/suite-5.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/marketingautomation.it\/project\/suite-5\/","url":"https:\/\/marketingautomation.it\/project\/suite-5\/","name":"Suite 5 - MA","isPartOf":{"@id":"https:\/\/marketingautomation.it\/#website"},"primaryImageOfPage":{"@id":"https:\/\/marketingautomation.it\/project\/suite-5\/#primaryimage"},"image":{"@id":"https:\/\/marketingautomation.it\/project\/suite-5\/#primaryimage"},"thumbnailUrl":"https:\/\/marketingautomation.it\/wp-content\/uploads\/2024\/10\/suite-5.jpg","datePublished":"2024-10-16T12:00:14+00:00","dateModified":"2025-01-30T16:37:08+00:00","breadcrumb":{"@id":"https:\/\/marketingautomation.it\/project\/suite-5\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/marketingautomation.it\/project\/suite-5\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/marketingautomation.it\/project\/suite-5\/#primaryimage","url":"https:\/\/marketingautomation.it\/wp-content\/uploads\/2024\/10\/suite-5.jpg","contentUrl":"https:\/\/marketingautomation.it\/wp-content\/uploads\/2024\/10\/suite-5.jpg","width":1200,"height":675},{"@type":"BreadcrumbList","@id":"https:\/\/marketingautomation.it\/project\/suite-5\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/marketingautomation.it\/"},{"@type":"ListItem","position":2,"name":"Progetti","item":"https:\/\/marketingautomation.it\/project\/"},{"@type":"ListItem","position":3,"name":"Suite 5"}]},{"@type":"WebSite","@id":"https:\/\/marketingautomation.it\/#website","url":"https:\/\/marketingautomation.it\/","name":"MA","description":"Marketing Automation","publisher":{"@id":"https:\/\/marketingautomation.it\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/marketingautomation.it\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/marketingautomation.it\/#organization","name":"MA","url":"https:\/\/marketingautomation.it\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/marketingautomation.it\/#\/schema\/logo\/image\/","url":"https:\/\/marketingautomation.it\/wp-content\/uploads\/2024\/02\/Logo-MA-2.png","contentUrl":"https:\/\/marketingautomation.it\/wp-content\/uploads\/2024\/02\/Logo-MA-2.png","width":2250,"height":2250,"caption":"MA"},"image":{"@id":"https:\/\/marketingautomation.it\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/marketingautomation.it\/en\/wp-json\/wp\/v2\/project\/25994408","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/marketingautomation.it\/en\/wp-json\/wp\/v2\/project"}],"about":[{"href":"https:\/\/marketingautomation.it\/en\/wp-json\/wp\/v2\/types\/project"}],"author":[{"embeddable":true,"href":"https:\/\/marketingautomation.it\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/marketingautomation.it\/en\/wp-json\/wp\/v2\/comments?post=25994408"}],"version-history":[{"count":2,"href":"https:\/\/marketingautomation.it\/en\/wp-json\/wp\/v2\/project\/25994408\/revisions"}],"predecessor-version":[{"id":25994410,"href":"https:\/\/marketingautomation.it\/en\/wp-json\/wp\/v2\/project\/25994408\/revisions\/25994410"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/marketingautomation.it\/en\/wp-json\/wp\/v2\/media\/25992617"}],"wp:attachment":[{"href":"https:\/\/marketingautomation.it\/en\/wp-json\/wp\/v2\/media?parent=25994408"}],"wp:term":[{"taxonomy":"project_category","embeddable":true,"href":"https:\/\/marketingautomation.it\/en\/wp-json\/wp\/v2\/project_category?post=25994408"},{"taxonomy":"project_tag","embeddable":true,"href":"https:\/\/marketingautomation.it\/en\/wp-json\/wp\/v2\/project_tag?post=25994408"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}