CAMPAIGNS • SEGMENTS • SEQUENCES • SURVEYS • COMPLIANCE
Marketing tied to real customer work.
Campaigns can use quotes, invoices, renewals, service history, surveys, and field events.
- Segments from CRM and field activity
- Campaigns, sequences, and surveys
- Sender health and reply capture
What it supports
Campaigns and reusable templates
- Create reusable messaging blocks.
- Use AI-assisted subject and copy support.
Segments from real operating data
- Build audiences from CRM and engagement data.
- Target work orders, quotes, invoices, job age, and contracts.
Sequences, surveys, and task follow-up
- Run email, survey, and task journeys.
- Adjust follow-up when customer state changes.
Compliance and sender safety
- Track unsubscribes, bounces, complaints, and sender readiness.
- Keep suppression visible.
A/B testing and engagement tracking
- Use stable A/B variants for subject-line testing.
- Track engagement back to the customer record.
AI calling and CRM handoff
- Support configured AI call workflows.
- Write call context back to CRM.
Why it belongs inside PolarPath
Marketing works better when it sees quotes, jobs, invoices, history, and service status.
- Sales, service, HR, finance, and marketing work from one record layer.
- Campaign activity stays on the account timeline.
- Replies and suppressions stay visible.
Connected revenue operations
Run marketing from the same customer record.
Follow up without exporting lists.
Book walkthrough