Management of roles and user restrictions for the administration and visualization of communication flows, reports, contacts, segments, inbound, in all modules.
Use Case Gallery
Templates Gallery organized by process: collections, marketing, notifications, transactions, CX and sub-organized by product: credit, policies, online banking, savings or checking account.
Creation of brand sets to include your corporate identity, logo, colors and URLs in the templates with a single click.
Multichannel and Crosschannel Sending:
Outgoing email channel
Outgoing SMS channel
Automated call channel
PUSH notification channel
Drag’n’drop flow designer
Visual drag and drop designer of multi-step and multi-channel flows that allows the design of iterative communication logics.
Drag’n’drop email editor
Visual email template editor that allows you to include email components by dragging them from a menu.
Timers for sending and triggering event
Timers to program flows with follow-up and lead nurturing over time.
Filters, events, and dynamic labels
Dynamic content, filtering, events, and triggers from flows.
Sending regular or dynamic attachments via email, SMS, chatbot, and WhatsApp.
Dynamic content from the DB
Dynamic content is personalized with contact information available on all channels.
Management of email, SMS, call, and PUSH templates for easy duplication of flows.
Local SMS connection
Local connection with text providers, integrators and operators. See coverage>
Reports of bounces, deliveries, visualizations, and clicks in real time.
Score Anti-Spam for templates
Anti-Spam verification based on the content of the email.
Generation of short URLs for SMS
Generation of short URLs for text messages.
SMS with attachments and rich media
Rich Content SMS with HTML and dynamic attachments. See more>
Google Analytics Integration
Integration with your active Google Analytics account for viewing visit statistics.
API Request from flow
Integration to external systems with HTTP push API from the flows drag and drop designer.
White label handling in URLs
The URLs sent in your communications are adapted to your corporate brand and domain name, including forms and landing pages and email links.
Multiple contact lists
Administration of multiple databases with easy configuration for contact lists.
Up to 200 custom fields
Customization of up to 200 fields per contact list, with the possibility of configuring the base data type.
Bulk import of contacts via CSV or simply copy and paste from Excel.
Export of contacts to CSV or Excel and text files.
Organization by categories
Category management and contact list organization.
Customization of base data types
Advanced configuration of base data types for contact list fields.
API Bulk Upload of Contacts
REST API upload in bulk for inserting records into the database.
Restrictions per user
Ability to restrict the display of fields and segments for each user.
Ability to segment contacts by combining filters in multiple fields.
Relations between lists
Ability to link different contact lists by database tables.
Contact Update API
REST API for managing contact data records by unique ID.
Incoming mailboxes autogeneration to receive events and trigger communications.
Forms and surveys
Easy-to-use survey web form creation with drag and drop editor and one-click publishing.
Bulk upload of contacts
Contact lists automatic file upload manager through multiple methods: via SFTP, webservices and / or via email attachment.
Incoming SMS receiver
SMS reception module that allows you to configure SMS keywords that trigger flows and communications.
Landing web pages module created with a drag and drop editor and published with a single click.
Real time reports of latest activities, user access, IP addresses, senders, authorized hours and security rules.
DMARC daily reporting interface for monitoring which servers send communications on behalf of your domain.
Customization of password policies, expiration days, characters length, number of failures.
User access restriction by IP ranges and by hours.
Profile management, roles and permissions per user for each application. Assigning roles when sharing content.
Customization of the duration of the sessions.
Selective Restriction of BD Viewing
User restrictions for contact file/DB fields viewing.
Dashboard access logs
Viewing access history through the Security Dashboard.
Integration with LDAP or Active Directory of your company.
Access via VPN
Access via VPN for integrations.
Anti-Spam systems for content and format validation.
Option to add multi-channel authentication
HTTPS for all the pages in the platform.
Redundancy in all systems with high availability in case of failure.
High volume handling
Storage capacity for high volumes of documents.
Forensic information of each case related to a document with legal reports and search by recipient and by channel: email and / or SMS.
SFTP account with SSH key for secure point to point bulk transfer to your digital documents repository.
Classification and management
Management of document types. Example: health / life policy, checking / savings statements, mobile / landline telephone bill.
Attachment by SMS and other channels
Dynamic documents distribution via attachments through SMS, email, WhatsApp and chatbot.
Document storage scalability according to your needs.
Search by configurable indexes
Document search index management. Example: customer ID, account number, policy number, etc.
Batch document compression. Example: ZIP of all account statements for a client in 2019.
Document storage with redundancy, backups, and high availability.
Document upload API
Document upload REST API that allows individual uploading of files to be dynamically attached by contact.
Reports and BI
Compatible Daily log returns
Daily log returns compliant with BI standards
Advanced search in reports
Filtered visualization tool for BI reports.
Totals per month
Sent messages reports per month.
Totals per channel
Sent messages reports by channel.
Totals by date ranges
Sent messages reports by date ranges.
By date ranges and by campaign
Email metrics by date ranges and by campaign (sent, opened, clicks and bounces).
Data bases fields reports
Reports of the fields in the contact lists.
Export of reports in excel and csv files.
APIs and integrations
REST API flow start
REST API for activating transactional flows.
OTP API REST
One time password generation and validation API, for single-use multi-factor keys.
SMTP interface for A2P emailing
SMTP Relay interface to send from your applications, adding traceability and reporting.
API REST contact upload
API for bulk upload of contacts to create mailing lists.
API REST attachments upload
File upload via webservice to be dynamically attached for each contact via email and SMS.
API SOAP blacklists
Search for services and subscriptions, block and unblock addresses, subscribe and delete address subscriptions to services.
SFTP accounts and creation of SSH keys to add and download files from the digital document repository.
Daily logs return of new activations.
Sent Email log
Daily logs return of email.
Opened Email log
Daily logs return of post opening.
Bounced Email log
Daily return of mail bounce logs.
Privacy management log
Daily return of logs of blocks and SPAM reports.
Daily return of error logs during shipping.
Updated daily return of a contact list.
ETL load of contacts.
API SOAP flow start
API SOAP for the activation of transactional flows.
Governance and compliance
Detailed reports in native format for all messages sent to an email address, legally admissible in court.
Dashboard to view in detail the internal and external factors that influence the delivery of messages.
Settings to manage blacklists by channel and by type of communication.
Automated management of “do not send”, blacklists, unsubscribed, bounced, flagged as spam.
Storage of contents of emails sent with search by individual email address.
Management of types of communication
Sending criteria differentiation between regulated mandatory communications and marketing messages and other processes.
Automatic customer allowance
Automatic blocking in the event of a spam flag or subscription removal.
Holidays and do not send dates control
Control of holidays to not send messages.
Privacy management log
Domain customization in email links.
Integration with “do not send” Lists
Integration with “do not send” lists administered by government and regulatory entities.
Time zones Control
Control of time slots for sending messages at appropriate times.
Quality and production in different enviroments.
Step-by-step flow debugging configuration.
Logs for developers
Special reports and logs for developers.