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Reach and Flowmind

Reach: campaigns to your leads

Reach sends campaigns to your leads: emails, text messages and WhatsApp messages, with points and stages that show how interested each lead is. This first screen says what Reach did in the period you choose.

Where

Reach › Overview

Who

Anyone allowed to see Reach.

How Reach works

1
Segments say which leads you mean. A segment is a saved question about your leads.
2
Components are what a campaign shares: files (Assets) and website forms (Forms).
3
Campaigns take the leads of a segment through steps you build.
4
Channels hold the emails, text messages and WhatsApp messages Reach sends.
5
Points and Stages mark how far each lead has come.
6
Reports show what happened, and Settings hold the lists Reach works with.

The overview

Choose the period at the top: This week, This month, Last month, Last 3 months, This quarter, Last quarter, This year or Last year. ↻ Refresh counts again.

The cards count the Running campaigns, the Leads that entered a segment, the Emails sent, the Conversion rate, the Segments and the Reach points given. Press a card to open what it counted.

PartWhat it shows
Lead statsThe leads created and converted, by day.
Segment breakdownThe leads created in the period. Each lead is counted once, under the first segment it entered.
Email engagementHow many emails were delivered, read and clicked.
Points snapshotThe points given and taken away.
Recent activityThe last things done in Reach. View all in the audit trail opens the full list.
Upcoming in the next 30 daysWhat ends or resumes soon.
The Reach overview: the period, the cards and the parts under them

The second view, Flowrica Insights, lists what Flowrica noticed in Reach.

Flowrica on this screen

Press Guide me and Flowrica points at each part of the screen. She can make a segment or a campaign with you, one question at a time. Nothing is saved until you press the form's own button.