Reach

Every Reach topic of the Zyntra OS user guide, step by step: Reach: campaigns to your leads, Reach segments, Reach components and 19 more.

22 topics

Reach: campaigns to your leadsReach 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.
Reach segmentsA segment is a saved question about your leads. Whoever matches today is in. Whoever stops matching keeps the date they left.
Reach componentsComponents are what your campaigns share: files to download and forms for your website.
Reach assets and who downloaded themAn asset is a file your campaigns share. Each person gets a link of their own, so the asset shows who downloaded it, when, and from which campaign.
Reach forms: leads from your websiteA Reach form sits on your website and makes a lead from each person who sends it, with the source, status and person you choose.
Reach campaignsA campaign takes the leads that enter a segment through steps you build: emails, text messages, points and stages. Each lead goes through it once.
Build a campaign's stepsA campaign's steps are built in the automation builder, on the campaign's own rule. The rule starts when a lead enters the campaign, and each step does one thing to that lead.
Reach channelsThe channels are the emails, text messages and WhatsApp messages Reach sends. What is sent is kept exactly as it went out.
Write a Reach emailA Reach email is written once and sent by a campaign to each lead, filled in with that lead's own details. What went out is kept exactly as it was sent.
Reach text messagesA text message Reach sends to a lead's phone when a campaign reaches its step. The screen counts its characters and how many texts it takes.
Reach WhatsApp messagesMessages to leads on WhatsApp, from the company's own number. WhatsApp only lets a business start a conversation with a template Meta has approved, so each message is an approved template with its places filled from the lead.
Reach callsCalls to leads, made by your agents in Zyntra Call Center. A campaign step puts each lead on the call list; the agent calls them with your script, and what happened comes back to Reach.
Reach pointsPoints say how interested a lead is. This screen holds what earns a lead Reach points, and the thresholds that mark a lead. A lead's Reach points are always the sum of what it was given.
A lead's Reach pointsOn a lead's page, the Reach points card shows the lead's points, its Reach stage and the newest rows that gave or took points. The total is always the sum of those rows.
Reach stagesA stage says where a lead stands in your marketing funnel. A stage is not the lead's Sales status, and never changes it.
Reach reportsSeven reports on what Reach did. Each report covers the period you choose, and every row is one thing that happened.
Reach settingsThe lists Reach works with, chosen by your company.
Reach categoriesCategories group your segments, stages, points, emails, text messages, campaigns, assets and forms, so each list can count and find them by category.
Who Reach does not write toThe suppression list holds the addresses Reach will not send to. An unsubscribe is the person's own choice, and only their new consent lifts it.
When someone unsubscribesEvery Reach email carries an unsubscribe link of its reader's own. One press stops your company's marketing email to them, and Reach keeps to it.
Reach public linksEvery link Reach puts in an email is listed here: asset downloads, unsubscribe links, tracked links and read markers, with whom it went to and whether it still works.
Who may do what in ReachReach has its own rights in a role, one part at a time. A person sees a Reach screen only with its View right, and changes it only with the right for that change.

The other parts of the guide

Every topic of the user guide