Marketing Tools Terminology

If you are already familiar with CRMs and marketing automation then many of these terms may already be familiar. If not, then this article will get you up to speed on what you need to know about the core features.

Most small businesses use WordPress for their website, their store, their bookings and more. This system is part of your Coach’s Harbor website so that the tools are incorporated right where you need them.

Basic Terminology

You may not be familiar with all of the terminology used in the Harbor Marketing Tools, so if you don’t know a term get its description here.

Contact – A contact is someone who is in your CRM and has opted into your marketing through a form or another point of entry. Contacts can be exported, imported and modified.

Email – You can create emails to send out in the system through a funnel or through a broadcast.

Broadcast – A broadcast is when you send a single email to multiple contacts all at once, like a newsletter.

Funnel – A funnel is the marketing automation area of the Harbor Tools. You can create funnels to lead contact through a series of steps until they purchase something or sign up for something. It’s up to you!

Benchmark – A benchmark is a “touchpoint” in your funnel when a contact does something that envokes a response. Like a contact filling out a form.

Action – is a response to a benchmark, such as sending out an email.

Step – A step is just a generic name for both benchmarks and actions.

Event – An event is a scheduled action for a contact. For example, when you send out a broadcast, it creates an event to send out an email to that contact at the given time.

Tag – Tags are unique identifiers that can be added to Contacts. Tagging lets you easily sort, filter, segment and target contacts with campaigns designed around their specific interests and actions.

Mapping – when creating a form and you want information from that form to show up in the contact file, you can “map” that field through WP fusion settings in the form.