Core ConceptsFeatures
Core Concepts

Core Features

Explore the essential tools in Ad ROI that enable complete marketing automation, customer relationship management, and performance tracking.

Overview

Ad ROI provides powerful tools to automate your marketing processes, manage customer relationships effectively, and track performance metrics. You can set up workflows to nurture leads automatically, segment customers in the CRM for targeted campaigns, generate detailed reports on traffic and conversions, and build loyalty programs to boost retention. These features integrate seamlessly to help you drive results.

Automated Workflows for Lead Nurturing

Set up automated workflows to guide leads through your sales funnel. Triggers like form submissions or email opens start sequences of emails, SMS, or tasks.

Create Workflow

Navigate to the Workflows dashboard and click New Workflow.

// Example API to create workflow
const workflow = await fetch('https://api.example.com/v1/workflows', {
  method: 'POST',
  headers: { 'Authorization': `Bearer ${YOUR_API_KEY}` },
  body: JSON.stringify({
    name: 'Lead Nurture Sequence',
    trigger: 'form_submission'
  })
});

Add Actions

Configure email sends, SMS, and delays between steps.

Activate

Test and publish your workflow.

Use conditional branching based on lead behavior, like opening rates {>20%}.

Managing Customer Data and Segmentation in the CRM

Your CRM centralizes customer data from multiple sources. Segment audiences by behavior, demographics, or purchase history for targeted campaigns.

Target users based on actions.

path
segmentobject
Required
{
  "type": "behavioral",
  "conditions": [
    { "event": "page_view", "count": { ">": 5 } }
  ]
}

Generating Reports on Traffic and Conversion Metrics

Access real-time dashboards for traffic sources, conversion rates, and ROI. Schedule automated reports or pull data via API.

const reports = await fetch('https://api.example.com/v1/reports/traffic', {
  headers: { 'Authorization': `Bearer ${YOUR_API_KEY}` }
});
const data = await reports.json();
console.log(data.conversions); // { total: 150, rate: 0.25 }
MetricDescriptionExample Value
Traffic SourcesTop channels driving visitsGoogle: 45%
Conversion RatePurchases per visit{2.5%}
ROIReturn on ad spend{450%}

Building Loyalty Programs for Retention

Create tiered loyalty programs with points, rewards, and automated communications to encourage repeat business.

Track retention lift: customers in loyalty programs see {30%} higher repeat rates.