Overview

Overview

1. You (as a customer of Vine SaaS) design and send a marketing email using Vine Mail Wizard. You add site links to the email using the Insert Link command!
2. When someone receives the email and clicks a link in it, Vine recognizes the person and saves the person’s ID to a browser cookie.
3. After that, whenever a page from this site is opened in this browser, Vine assigns lead points to each visit.
4. Lead points are accumulated for visiting people. The current total is displayed in the Marketing pane of the Person summary view:



5. Once lead points for a person reach a certain amount, a Lead Sales Call Event is automatically created and connected to relevant people:

Vine tools

The system includes the following Vine tools:

• Marketing Pane in the Person Summary view.
• Web Page Scores tool
• Automation Rules tool