Marketing Automation Tools

Built-in automation for
more powerful marketing

Reach more customers, save time and money, and boost sales with
connected marketing automation tools that work together.

Start for free. Your first month is $1.

A marketing email featuring a discount next to a product user interface that shows options for selecting a color scheme and arranging various type font elements

PlatformDTC Messaging

Marketing made easy

A lead capture form that asks for name, email, and phone number alongside an image of a watering can. Below are product user interface components to customize the form, with space to write the form copy, assign brand colors, and select a store discount.

PlatformDTC Forms

Capture more leads

An automation flow interface set up to send a marketing message when a customer subscribes to email marketing.

Automations

Marketing on autopilot

An internal user interface showing a segment of customers who are 'high value plant purchasers' with the logic for which customers fall into that group.

Segmentation

Personalize with data

A purple chat window inviting a user to ask questions and get product recommendations.

PlatformDTC Inbox

Chats that convert

Let our integrated tools do your marketing for you

All your data in one place

Work smarter with all your customer and store data organized and visualized in one spot.
A dashboard showing channel performance within the PlatformDTC admin. It shows the performance of different channels like direct, Google Search, Instagram, Facebook, and email, all with varying results.

Complete view of all your data

From customer and order data to store and marketing performance—analyze all your data in one secure, centralized spot.

Powerful personalization

Dig deep into your customer data and create personalized marketing strategies that drive results.

Actionable reporting

With clear, informative reporting tools, you can instantly view performance metrics that inform critical business decisions.

Start quickly and customize easily with marketing templates

Apply our growing collection of templates to your store today and create custom marketing campaigns that increase sales.

PlatformDTC Messaging

Email templates that reflect your brand

Discover our collection of customizable email templates or create your own.
An email template with the text New Arrivals This Season, and pictures of gardening products including a watering can and a potted plant.
New arrivals
An email template with the text Meet This Month's Best Seller and a picture of a potted plant.
Product
Product restock
Sale announcement
Discount
End of sale

Automations

Automate key marketing moments

Browse our range of ready-to-use email automation templates or design your own tailored solutions.
Abandoned product browse
Welcome new subscriber
Abandoned cart
First-purchase upsell

Segmentation

New ways to think about your customers

Explore our diverse data-driven segmentation templates or create your own user segment.
Engage high-value, high-intent customers

Target customers who have spent a lot and recently clicked through on your emails or SMS messages.

Predict who will spend more at your store

Use analytics to predict your customer's spending potential in the future: high, medium, or low.

Market based on specific products purchased

Market related products to customers who have bought specific items in your store.

Get going with ready-to-use marketing automation tools

PlatformDTC Messaging

Create, send, and manage tailored communications

Create email and SMS campaigns from scratch or from templates, send with flexible pricing, and report on results.

PlatformDTC Forms

Grow your marketing list and convert new leads

Attract, acquire, and convert new customers with PlatformDTC Forms, a free lead capture solution. Included in most PlatformDTC plans.

Automations

Set up effective marketing workflows

Quickly set up automatic workflows with templates, or create your own, and streamline your marketing efforts. Included in most PlatformDTC plans.

Segmentation

Create and engage unique customer groups

Discover powerful customer insights by creating unique segments, then reach out with personalized campaigns to drive sales. Included in all PlatformDTC Plans.

PlatformDTC Inbox

Convert more customers through chat

Manage customer conversations, create automated messages, and get insights to focus on chats that convert. Included in all PlatformDTC Plans.

Feature list

Marketing automation tools features

PlatformDTC Messaging

Start from templates

Use any of our popular, business-ready templates and get your messages out the door.

Sell from email

Add checkout buttons directly to your email and watch sales soar.

Send SMS marketing messages

New

Build offers and updates using customizable templates with flexible pricing.

Automate emails

Choose an automation template, edit your email, turn it on, and watch business grow.

Stay on brand

Automatically pull all of your brand assets into your templates.

Customise with an agent

New

Create on-brand emails faster by describing desired edits and watching the agent make them for you.

Reuse templates

Create and save your ideal email and SMS, then continue to use it over and over.

PlatformDTC Forms

Build marketing lists

Capture customer information and add them to marketing email and SMS lists.

Keep your data in one place

Build a complete view of your customers all in one easy-to-use platform.

Design branded forms

Add images and create an engaging first impression.

Display your way

Choose an overlay form, have it float on your store, or use an in-line form on any page.

Better understand your customers

Go beyond name and email, and collect birthdays and phone numbers, too.

Translate for different languages

New

Localize your forms to match your store's content.

Automations

Get started quickly

Create your automations in minutes using templates like abandoned carts and first-purchase upsells.

Build your own workflows

Create custom automations for all your marketing needs using our trigger, condition, action interface.

Analyze performance

Understand and improve your automation performance with actionable reports.

Use existing email templates

Start with emails designed for your automation, or choose from your existing PlatformDTC Messaging templates.

Create multichannel marketing automations

Build custom automations that send emails and push notifications using apps like AfterShip , PushOwl , and Seguno.

Segmentation

Automatic updates

Segments automatically add or remove customers based on behaviors like viewing or buying products, getting tagged, or interacting with emails.

Templates

Get started in just a few clicks with pre-built segments for groups like first-time customers or high-value customers.

Custom segments

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.

Segmented discounts

Limit a discount code in PlatformDTC to only customers in a specific segment.

Segmented messages

Choose from your list of segments to deliver highly relevant emails and SMS that convert better, with PlatformDTC Messaging.

Create new segments with an agent

New

Use natural language to describe new segments and have an agent build the query for you.

PlatformDTC Inbox

Offer instant answers

Use AI to automatically generate suggested replies during conversations with customers.

Build marketing lists

Let customers opt-in to marketing emails when they start a chat.

Connect with email

Capture customer information over chat and immediately follow up with an automated conversion email.

Gain customer context

See details about the customer you’re chatting with, such as what’s in their cart and past order history.

Frequently asked questions