Catalyit Team Review

Automated and Personalized Marketing Application for Applied Epic Users
Published: July 19, 2024

What we like:

• Professionally written content that is easy to understand
• Add your content for Community Events and Engagement
• Integrated with Epic for dynamic marketing campaigns that require less manual intervention

Things to consider:

• Security options inconsistent with Epic Security for Structure access
• When sending Campaigns to select clients, make sure your client list matches your campaign target before you hit Send
• Your campaign is only as good as your Epic data

Summary:
Applied Marketing Automation™ is a marketing automation application that allows you to quickly build and track marketing email campaigns from the Applied Epic agency management system.

Applied Marketing Automation stands out with its professionally written content tailored to educate your clients. It seamlessly integrates with your data, ensuring your clients receive only the most relevant content. When you need a personal touch, you can create content that showcases your agency, employees, clients, or community. This unique blend of automation and personalization sets Applied Marketing Automation apart.

Key Features:

• Reporting and analytics that help you build and adjust messaging for your audience
• Ability to send relevant content to a single customer based on your interactions
• A built-in content library

The built-in content library is a powerful tool that not only allows you to target new lines of business but also keeps you and your customers informed with timely and relevant content. The integrated analytics provide quick insights into campaign performance and client engagement, empowering you to make data-driven decisions.

Final Thoughts:
Applied Marketing Automation brings together all the data and content to help you stay in front of your clients positively and impactfully. As with anything, it’s only as good as the data in your management system and the time and attention you give it to make it successful.

We highly recommend you understand how you plan to use the system and make a plan to use it. Consistency and agility in client communications are more impactful than blanketing clients with general messages that may or may not resonate with them. Learn what prompts your clients to engage and monitor your campaign performance so you can pivot when needed. With Applied Marketing Automation, you can spend time strategically with your campaigns instead of writing articles and procuring content.

* Unbiased review based upon information and insights available.