Apptivo Targets App

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Targets

Gain a realistic target management experience. Visualize all your targets and contacts data in one application. Add your leads, contacts, customers, and opportunities into the target list and launch campaigns without chaos.

Application Features

Have control over your target audience. Create and define marketing lists of your contact data, from various apps into a single target list. Collects and lists out all of the contact data in one place.

target list creation

Automatic generation of target lists based on the criteria set. You can create and configure your own custom criteria within the target list, which will fetch all the object records that matches with the condition set and those will be added to the list automatically.

custom automation

Simplest way to send emails. Configure your own predefined email templates, select the template, update it with required text and send better professional emails instantly. You can also include default attributes found in the Targets App.

email templates

comprehensive association

Comprehensive Association

Being a part of our marketing solution, the Targets App and Campaigns App exhibit a seamless connection. Create a campaign, add the target list and launch your campaigns created, in a jiff.


predefined reports

Pre-defined Reports

Generate reports, filter and sort them, and select how you want to export the generated report. Export the target data into excel sheet and gain insight about the current business operations. Results of any search criteria can be saved to create custom reports.


Integrated Applications

Targets App integrates seamlessly with the following applications

Campaigns

Targets     Campaigns

Apptivo Campaigns and Targets App are closely intertwined. In order to launch campaigns, the target list should be added to the campaigns. On adding the target list, the campaign can be successfully launched. Learn More about Campaigns App

Campaigns

Apptivo Campaigns and Targets App are closely intertwined. In order to launch campaigns, the target list should be added to the campaigns. On adding the target list, the campaign can be successfully launched. Learn More about Campaigns App

Leads

On creating a Lead, it can be added to the Target List from the Targets App. Search and select the required lead from the list or create new leads right from the Targets App. Dynamic target lists can also be created, where based on a condition, all the satisfying leads will be automatically added to the target list. Learn More about Leads App

Contacts

On creating a Contact, it can be added to the Target List from the Targets App. Search and select the required contact from the list or create new contacts right from the Targets App. Dynamic target lists can also be created, where based on a condition, all the satisfying contacts will be automatically added to the target list. Learn More about Contacts App

Customers

On creating a Customer, it can be added to the Target List from the Targets App. Search and select the required customer from the list or create new customers right from the Targets App. Dynamic target lists can also be created, where based on a condition, all the satisfying customers will be automatically added to the target list. Learn More about Customers App

Employees

Every target list record in Apptivo has the “Assigned To” field to whom the created target list is assigned, which pulls in the employee records from the Employees App. Learn More about Employees App

Teams

Every target list record in Apptivo has the “Assigned To” field to whom the target list is assigned. Besides assigning it to employees it can also be assigned to Teams. Learn More about Teams App

Documents

Having integrated with the Documents App, all documents and files associated with the target list can be duly attached to respective target list record. You also have the ability to email the documents right after attaching it. Learn More about Documents App

Emails

Offers you an unique email experience. Easily send out emails from target list and have quick access to all emails related to the target list on the go! Learn More about Emails App

Notes

Having integrated with Notes App, you can quickly write down small pieces of information that are related to the target list. This can be used for reference purposes anytime. Learn More about Notes App

This Application is available in

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