What Wellknown does

Every area reads and writes the same leads and customers, so marketing never works from a copy of them.

Campaigns

Multi-step campaigns across every channel.

Draw a campaign as steps on a canvas: send an email, wait, check a condition, send a text, tag the contact. Each contact moves through it on their own clock, and every enrollment shows where they are.

  • Visual campaign builder with branching steps
  • Email, text, direct mail and call steps
  • Enrollment and progress per contact

Records

  • Campaigns
  • Campaign steps
  • Enrollments

Audience & segments

The right people, kept up to date.

Segments are rules over your leads and customers that re-evaluate as records change, and the do-not-contact list keeps anyone who opted out out of every send.

  • Rule-based segments that stay current
  • Do-not-contact list across every channel
  • Consent recorded with double opt-in

Records

  • Segments
  • Do not contact
  • Consent

Capture forms

Forms that land as leads, not in an inbox.

Build a form, embed it on any site with one tag, and each submission becomes a lead mapped field by field, tagged and dropped into a segment or campaign.

  • Embeddable forms with one script tag
  • Submissions mapped onto lead fields
  • Auto-tagging, segments and campaigns on submit

Records

  • Forms
  • Submissions
  • Leads

Email & text

Templates once, sends everywhere.

Templates fill from the contact record, sends go out by email or text, and opens, clicks and replies come back to the same record.

  • Email and text templates with merge fields
  • Tracked links and replies
  • Delivery history per contact

Records

  • Templates
  • Sends
  • Tracked links

Promotions & retention

Bring customers back, and keep them.

Run promotions with codes your point of sale honors, and retention campaigns that reach customers who have gone quiet.

  • Promotion codes honored at checkout
  • Retention campaigns for lapsed customers
  • Results tied to real sales

Records

  • Promotions
  • Retention