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Documentation · Section 11

Marketing & Automations

Outbound to your customer book — segment definition, the template library, the campaign builder, manual bulk sends, and the per-event automation toggles. Five pages: how the four surfaces compose into a marketing workflow, what ships in full today, and the honest disclosure on the two pages where the configuration layer is shipped but the execution layer is being built.

01

Marketing & automations overview

The marketing data model — segments, templates, campaigns, automations — and how they fit together. The hub at /marketing as orientation, KPI strip, recent campaigns, and the quick-action tiles into each surface.

02

Customer segments

Static system segments (VIP, Inactive, Birthday this month, New customers, Active repairs) and custom segments built from the rule-type qualifier UI. How segment counts refresh, where they're consumed, and how to keep them honest.

03

Message templates

The template library — system templates for birthday, anniversary, thank-you, re-engagement, seasonal — and the per-tenant custom template editor with merge-variable extraction, preview render, and the duplicate / edit / delete workflow.

04

Campaigns and bulk send

The campaign builder, segment / tag / manual recipient picker, send-now and scheduled-send modes, and the bulk-email and WhatsApp-campaign surfaces. Manual bulk-send works end-to-end; scheduled-send persists the schedule but doesn't yet fire automatically — see the honest disclosure on the page.

05

Marketing automations

The per-event automation toggles — Birthday, Anniversary, Repair Ready, Re-engagement, Post-purchase, Appointment 24h / 1h, seasonal. Configuration UI is shipped; the cron runner that reads the marketing_automations table and dispatches messages doesn't yet exist. The intent persists, the execution layer is being built.