Trajectors

Commercial / Campaign planning

Know who agreed to hear from you.

Plan channel campaigns, retain consent evidence and export the current email audience. Give Sales the campaign reference when a response comes in.

Campaign planning

Sample workspace
Inspect the Marketing screen Full size ↗
Marketing campaign workspace with opening-week, partner preview and print-proof campaigns.
Marketing keeps the audience, delivery channel and approved brief together.

How the work moves

  1. Agree on the campaign

    Choose the channel and write the brief. A colleague reviews and approves the campaign. Project content drafts can carry a channel, scheduled date, time zone and caption.

  2. Check the audience

    Record opt-ins and opt-outs with the source of each decision. For an approved email campaign, export only the addresses with current consent.

  3. Connect the response

    When an enquiry arrives, Sales can open an opportunity against the approved campaign and its response reference. Reusing that response cannot create another lead.