ES Marketing

Product Info
ES Marketing — Enterprise Systems Australia
ES Marketing Module · v1.1

Marketing that
runs itself.

End-to-end marketing inside ES ERP — from campaign planning and audience segmentation to email sequences, lead scoring, and full attribution. Built natively on the ES ERP Platform.

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17
DocTypes
6
Dashboards
29
Charts
2
Pre-built Reports
Module Structure

Three layers, each independently useful

ES Marketing is organised into three feature layers — deploy the whole module at once, or focus on the layer that solves today's problem.

Foundation
Plan & segment
Marketing plans, activities across channels, and dynamic rule-based audience segments filtered against Leads, Prospects, and Contacts.
Content
Create & nurture
Multi-step email sequences with conditional logic, date-based content calendar, and a reusable marketing asset library.
Automation
Score & attribute
Configurable lead scoring rules, trigger-action automation, touchpoint logs, and full UTM source attribution back to revenue.
Module Features

Everything you need to run marketing

Eleven integrated DocTypes covering the full marketing lifecycle — from quarterly plans down to individual UTM-tracked clicks.

📋
Marketing Plan
Quarterly or annual plans with budget, target leads, target conversions, and automatic ROI tracking against linked activities.
Budget ROI Goals
🎯
Marketing Activity
Individual initiatives across email, LinkedIn, webinars, paid ads, content, and events — with cost tracking and conversion metrics.
12 Types 10 Channels Conversions
👥
Audience Segment
Dynamic rule-based filtering across Leads, Prospects, and Contacts. 13 operators including like, between, in, and is-set conditions.
Dynamic 13 Operators 3 DocTypes
📨
Email Sequence
Multi-step drip campaigns with delay-based steps, conditional logic (opened, clicked, no reply), and daily send limits.
Drip Conditions Scheduled
📅
Content Calendar
Date-based planning for blog posts, newsletters, social posts, webinars, and case studies. Status workflow from Idea to Published.
11 Types Workflow Assigned
🎨
Marketing Asset
Reusable content library — copy blocks, banner images, CTAs, case studies, and templates. Tracked usage and approval status.
Library 12 Types Approval
⭐
Lead Scoring
Configurable scoring engine with 6 criterion types. Auto-grades leads Cold → Warm → Hot → Sales Ready based on engagement signals.
Daily Job 4 Grades 6 Criteria
⚙️
Automation Rule
Trigger-action chains. When a lead crosses a score threshold, status changes, or joins a segment — log, update, email, or recalculate.
4 Triggers 5 Actions Hourly
📍
Touchpoint Log
Complete interaction history per lead, prospect, or contact — emails sent and opened, clicks, page visits, meetings, calls, and social messages.
15 Types Multi-channel Auto-logged
🔗
UTM Tracker
Source, medium, campaign, term, and content tracking from every visit. Auto-links to Leads, Contacts, and Opportunities for full attribution.
UTM Attribution Conversion
📊
Reports & Dashboards
Six pre-built dashboards with 29 charts plus Campaign Performance and Lead Source Attribution reports — ready out of the box.
6 Dashboards 29 Charts 2 Reports
⚙️
Marketing Settings
Module-wide configuration — scoring frequency, default thresholds, daily send limits, default sender, and UTM tracking toggle.
Configurable Defaults Toggles
Built-in Dashboards

Six dashboards out of the box

📈 Marketing Overview

  • Activities by Status, Type, and Channel
  • Marketing spend by activity type
  • Leads generated by activity type
  • 5 charts, refreshes hourly

📍 Engagement Tracking

  • Touchpoint activity timeline (weekly)
  • Touchpoints by type and channel
  • Touchpoints by record type
  • 4 charts, last quarter view

🔗 UTM Attribution

  • UTM visits over time (weekly)
  • Visits by source, medium, campaign
  • Conversion rate per source
  • 5 charts with conversion tracking

⭐ Lead Scoring & Grading

  • Leads by marketing grade (Cold → Ready)
  • Average score by grade
  • Lead status and source breakdown
  • New leads trend over last 12 months

🎨 Content & Asset Pipeline

  • Content calendars by status
  • Marketing assets by type, status, channel
  • Asset usage frequency
  • Pipeline health at a glance

📨 Email Sequence Performance

  • Sequences by status
  • Total enrolled and completed per sequence
  • Emails sent timeline (weekly)
  • Email opens timeline (weekly)

🔗 Native CRM & Email Integration

ES Marketing integrates directly with the existing ES ERP CRM and Email modules — no data duplication, no separate database. Leads, Prospects, Contacts, Campaigns, Email Templates, Email Groups, and Newsletters all link through. Marketing scores appear on the Lead form. Touchpoints update last-activity dates automatically.

See it in action
🚀

Ready to bring marketing into ES ERP?

Explore the live demo or get in touch to discuss rolling out ES Marketing for your organisation.

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