Marketing

Open the guides below for work in this area. Use Marketing on web or Business → Marketing on desktop. Navigation depends on enabled modules and read access.

Modules and settings

Campaigns and audiences

Marketing teams message filtered audiences and inspect delivery and unsubscribes.

Campaigns and audiences settings

Options, screen paths and defaults.

Forms and submissions

Teams collect leads or table rows through public forms, managing fields and submissions together.

Forms and submissions settings

Options, screen paths and defaults.

Events

Event teams manage dated venues/capacity, registrations and attendance.

Events settings

Options, screen paths and defaults.

Creative Studio for business

Marketing teams prepare business visual/text drafts; source and model details belong to Era AI guides.

Creative Studio for business settings

Options, screen paths and defaults.

If the menu is missing

Check that the area is enabled in Modules, then check your read permissions in Roles.

Open Marketing → Popups (/popups) on web. Create a website first and enable the Popups module. Ask Era to prepare two variants or edit them on the same screen. For example: “Prepare a collection popup for new visitors; split traffic equally between A and B and leave it as a draft.”

Set each variant’s title, text, optional HTTPS image and button link. Choose B’s traffic share from 0–100%; 0% shows A only.
Choose arrival, delay, exit intent or scroll triggers; target pages, new/returning visitors and devices; set display frequency and optional start/end dates.
Optionally connect an active lead form. Edit its fields and consent wording in Forms.
Each save starts a new revision. Counters show views, clicks, successful form submissions and submissions/views by revision and variant. There is no automatic winner selection.

Reading requires popups.read, creating/editing requires popups.manage, and deletion requires popups.delete. Visitor actions require the published popup on its own site and a valid revision. The corporate site’s A/B story uses sample content, with no real traffic or conversion results.

Open a guide for connection fields, account selection and app-specific limits.