Marketing Automation Tools
Start for free.
PlatformDTC Messaging
Marketing made easy
PlatformDTC Forms
Capture more leads
Automations
Marketing on autopilot
Segmentation
Personalize with data
PlatformDTC Inbox
Chats that convert
Email templates that reflect your brand
Automate key marketing moments
New ways to think about your customers
Target customers who have spent a lot and recently clicked through on your emails or SMS messages.
Use analytics to predict your customer's spending potential in the future: high, medium, or low.
Market related products to customers who have bought specific items in your store.
PlatformDTC Messaging
Create email and SMS campaigns from scratch or from templates, send with flexible pricing, and report on results.
PlatformDTC Forms
Attract, acquire, and convert new customers with PlatformDTC Forms, a free lead capture solution. Included in most PlatformDTC plans.
Automations
Quickly set up automatic workflows with templates, or create your own, and streamline your marketing efforts. Included in most PlatformDTC plans.
Segmentation
Discover powerful customer insights by creating unique segments, then reach out with personalized campaigns to drive sales. Included in all PlatformDTC Plans.
PlatformDTC Inbox
Manage customer conversations, create automated messages, and get insights to focus on chats that convert. Included in all PlatformDTC Plans.
Marketing automation tools features
Use any of our popular, business-ready templates and get your messages out the door.
Add checkout buttons directly to your email and watch sales soar.
Build offers and updates using customizable templates with flexible pricing.
Choose an automation template, edit your email, turn it on, and watch business grow.
Automatically pull all of your brand assets into your templates.
Create on-brand emails faster by describing desired edits and watching the agent make them for you.
Create and save your ideal email and SMS, then continue to use it over and over.
Capture customer information and add them to marketing email and SMS lists.
Build a complete view of your customers all in one easy-to-use platform.
Add images and create an engaging first impression.
Choose an overlay form, have it float on your store, or use an in-line form on any page.
Go beyond name and email, and collect birthdays and phone numbers, too.
Localize your forms to match your store's content.
Create your automations in minutes using templates like abandoned carts and first-purchase upsells.
Create custom automations for all your marketing needs using our trigger, condition, action interface.
Understand and improve your automation performance with actionable reports.
Start with emails designed for your automation, or choose from your existing PlatformDTC Messaging templates.
Build custom automations that send emails and push notifications using apps like AfterShip , PushOwl , and Seguno.
Segments automatically add or remove customers based on behaviors like viewing or buying products, getting tagged, or interacting with emails.
Get started in just a few clicks with pre-built segments for groups like first-time customers or high-value customers.
Filter on information specific to your shop like products viewed but not purchased, distance from your retail locations, and more, to build your own custom segments.
Limit a discount code in PlatformDTC to only customers in a specific segment.
Choose from your list of segments to deliver highly relevant emails and SMS that convert better, with PlatformDTC Messaging.
Use natural language to describe new segments and have an agent build the query for you.
Use AI to automatically generate suggested replies during conversations with customers.
Let customers opt-in to marketing emails when they start a chat.
Capture customer information over chat and immediately follow up with an automated conversion email.
See details about the customer you’re chatting with, such as what’s in their cart and past order history.
