Marketing Module
Email and SMS campaigns, journeys, and ERP-driven audience presets — built for B2B distributors.
Marketing
The Marketing module turns ERP signals into outbound campaigns. Pre-built audience presets segment customers by reorder cadence, contract expiry, low stock, and at-risk patterns. Pre-built blueprints bundle audience + template + cadence so a campaign goes live in two clicks.
What's included
| Area | Description |
|---|---|
| Audience Presets | 8 ERP-driven dynamic segments — reorder due, lapsed buyer, contract expiring, at-risk, and more |
| Blueprints | 6 pre-built campaign workflows — Reorder Reminder, Win-Back, New Product Intro, Quarterly Review, etc. |
| Campaigns | Email (SendGrid) and SMS (Twilio) sends with per-recipient personalization |
| Journeys | Multi-step automated flows triggered by events (email:opened, link:clicked, lifecycle:stage_changed, order:placed, cart:abandoned) |
| Templates | Drag-and-drop email and SMS templates with token substitution and AI-generated variants |
| Sender Domains | SendGrid domain authentication with one-click DNS records |
| Suppression & Compliance | CAN-SPAM/CASL physical address footers, automatic unsubscribe links, and per-tenant suppression lists |
| AI Assist | Anthropic-powered subject lines, body variants, and segment names |
Quick links
Why it's different
Most marketing platforms are blind to your customers' actual buying behavior. Factory Labs Marketing reads ERP data alongside CRM data, so an audience like "customers due for reorder" is computed against real order history — not a stale CSV upload.
- No data exports — audiences evaluate live against the tenant's CRM + ERP integration
- Two-click launch — a Blueprint is a complete campaign you can review, customize, and activate
- Suppression-aware — every send respects the tenant's suppression list and per-contact channel preferences
- Schedule-or-fire — every Blueprint runs once or recurs (daily / weekly / monthly / quarterly) via Vercel Cron
Setup
The Marketing module ships disabled by default. Any authenticated org user can enable it from Settings → Modules or by calling POST /api/v1/marketing/setup/enable.
Before sending production campaigns:
- Configure your physical address (CAN-SPAM/CASL footer) under Marketing → Settings
- Authenticate at least one sender domain under Marketing → Sender Domains
- Optionally activate one or more Blueprints under Marketing → Blueprints