On the roadmap

Email marketing — where VIA ERP stands

The campaign module is open to no customer. Your customer list is already in the product.

This page says two things, in this order. What VIA ERP does not do yet, and why. Then what you can do today to write to your customers, with no extra tool and no export.

  • Your customers are records, not a spreadsheet
  • Email templates that carry the document’s own fields
  • A trace of what went out, and to whom
Get notified at launch

What a customer list that lives elsewhere costs you

Writing to your customers isn’t the hard part. Knowing who to write to, and what they’ve already been told, is hard three times over.

  • The list is an export, and it’s wrong the moment you export it

    You pull a list, you load it somewhere else, and by the next day three addresses have changed in the ERP and nowhere else. Every send starts from a stale photograph.

  • Nobody knows who asked to stop hearing from you

    One customer tells you on the phone, another clicks an unsubscribe link. The two live in different systems, and the second never comes back to the customer record.

  • What the customer bought is invisible to whoever writes

    The invoice history, the open leads, the tag someone put on the record: all of it is in the ERP, and the sending tool sees none of it.

What isn’t open, and why

The campaign module exists in the product and it is open to no customer, on any plan: it is not among the applications a user can open. Until it is, this site does not sell it, and no date is announced here. What follows describes what the module will do on the day it opens, not what you can do today.

  • Campaigns addressed to part of your customer base A send prepared, reviewed, then addressed to a list built from your own records.
  • Reusable email templates A layout saved once, reused on every send, carrying the fields from the record.
  • Scheduled sending A date and a time fixed in advance, in your company’s own timezone.
  • Open, click and unsubscribe tracking What each recipient did with your message, and the unsubscribe carried back onto their record.
  • A campaign’s results What went out, what was opened, what was clicked, campaign by campaign.

What you can do today

None of what follows is a campaign. It is what already exists in VIA ERP for writing to your customers, and what means nothing has to be redone on the day campaigns open.

Your customer list is a record, not an export

Every customer is a record in VIA ERP, and that record carries what targeting is built from: its status, where it came from, its tags, its city and its country. You keep it current once, where the work happens.

The documents follow the record. A customer’s quotes, orders and invoices hang off their file, with the activity around them. On the day you address a send to your Sfax customers tagged wholesale, the list will be read in the ERP and not in a three-week-old file.

Targeting is prepared on the record, long before the first send.

You already write to your customers from VIA ERP

VIA ERP holds your email templates. You write the wording once, you drop in the fields that change — the customer’s name, the document number, the amount, the due date — and the product fills them in as it sends.

What goes out is kept. Every message sent from VIA ERP leaves its trace: the recipient, the subject, the date, and what the mail server did with it. Nobody has to go digging through the sent folder of whoever wrote it.

Write to the customer without leaving the document that prompted it.

This page sells nothing of its own. The two modules below carry what it describes.

Questions we get asked

Can I send an email campaign from VIA ERP today?

No. The campaign module is open to no customer, whatever their plan. We would rather write it here than let you find out after you have bought.

I have seen Marketing listed elsewhere. Do I have it?

No. No plan opens this module today, and where it still appears in a list, that list is behind this page. What you can open is what counts.

Why not announce a date?

Because a date that is kept is a commitment and a date announced to reassure is not one. The day the module opens, it will be on this page before it is on an invoice.

What can I do in the meantime to reach my customers?

Write to them from VIA ERP, with your templates and the document’s own fields, and keep the tags on your records current. For a bulk send you will still need a separate sending tool, and that is the only thing missing.

Will I have to import my customer list again?

No. Campaigns will read the records already in VIA ERP. What you enter today — status, source, tags, city — is exactly what targeting will be built on.

What if a customer asks to stop receiving anything?

Today that request is handled in whatever tool you send with. When campaigns open, an unsubscribe will be recorded on the customer’s record and later sends will skip them.

Get notified at launch

Leave your email and we will write to you as soon as this capability ships. Nothing else.

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