Detailed Specification

iPresso is full of interesting and useful functions. Below we present the ones that our clients use most often. If you are looking for more detailed information on the possibilities of iPresso - no problem, you can find them here:

DOWNLOAD DETAILED SPECIFICATION

Intuitive and innovative Contact Manager

The three-panel view enables you to see all the facets of a contact at once. It provides you with quick access to the essential data.

Contacts monitoring

Tracking contacts who visit your websites and their activities in integrated apps.

Anonymous contacts monitoring

Monitoring contacts who are not included in the database yet.

Contact history timeline

History of contacts displayed as a timeline.

Integrate with your CRM

iPresso may be integrated with leading CRM systems (e.g. Salesforce, Base, SugarCRM - learn more). This allows data to be automatically shared between those systems.

...or use bulid-in CRM functionality

You are able to build CRM features based on iPresso, which is an open system and which allows the addition of your own attributes to characterise your contacts. It also allows for the addition of notes by users of the system and the integration with users' business email accounts enabling you to conduct email correspondence with your contacts via iPresso.

Automatic adding contacts from forms

Data from every form created in iPresso is automatically saved in the system, new contacts are added and their data updated.

Manual Adding

Of course, there's always the option of adding and updating contact data manually.

Contacts’ Relationships

This is a unique feature of iPresso: the ability to define relationships among contacts, such as parents - children, employee - company, car - owner - car service - dealer etc. This feature gives you incredible opportunities to design customers' journeys, create tailored communication, prepare offers and increase sales.

Data import

Importing data from files using import wizard.

API import

Automatic import of data via API iPresso.

Custom fields/attributes

Addition of user-defined custom fields.

Categories i subcategories

Creation of any number of categories and subcategories. Naming categories and marking them with colours for easier recognition of contacts in the system. Setting up access to specific categories for distinctive iPresso's users.

Tags

Tagging contacts in any chosen manner. Tag glossary and tag hierarchy generator.

Individual correspondence

System's integration with user's email accounts allows you to conduct email correspondence with your contacts via iPresso and to plot it on a timeline.

Search

Search contact database by any data field.

Mass actions

Mass actions updating chosen/found groups of contacts, e.g. changing categories, tagging.

360 degrees contact view

Comprehensive 360 degree contact view with information on attributes, history of activities and actions, scoring, loyalty points and much other data, all of it displayed on a single, intuitive screen.

Contacts’ Data integration

Integration of contacts' data acquired from various sources, such as Facebook, Twitter, CRM systems, etc.

Behavioral scoring

Setting up behavioral scoring. Awarding points for a given behavior of a contact, e.g. their visit on a monitored website, time spent on a website, clicked links, logging in to a store etc. Ability to create many different scoring plans depending e.g. on a given Marketing Automation scenario.

Demografic scoring

Setting up demographic scoring. Awarding points for given traits, such as city, job position, status, category, etc. Ability to create many different scoring plans, e.g. assigning one scoring plan to a chosen set of traits.

Total scoring

Total behavioral and demographic scoring.

Multiple scoring plans

Many scoring plans carried out simultaneously.

Loyalty points

Awarding points, e.g. forspecified activities of contacts. Points may be added in many different loyalty programs which may be run simultaneously for various groups of contacts.

Deduplication

Contact deduplication runs automatically when repeating data is detected, e.g. when email, first name and surname are the same. Contacts bearing strong resemblance to each other and possible duplicates are automatically identified by the system.

Drag&Drop visual editor

Customer Journey, personalized scenarios. Multifaceted, multichannel algorithms/rules with many branchings, endings and conditions that don't require using any code or complex forms. Marketers can prepare campaign scenarios and customer journeys on their own. Just design, set up and launch it.

Tools

Tools allowing e.g. to send emails, text messages and notifications, as well as to categorise and add tags. There are a lot more of them in one place, i.e. drag&drop toolbox.

Conditions

Logical conditions determining clients' paths based on their behavior and traits. You can e.g. shape communication depending on a link clicked by a recipient of a given email. There is a wide choice of various conditions available in drag&drop toolbox, which may be configured according to one's needs (Enterprise edition).

Custom activities

Activities

Custom actions

Actions

Real-time scenarios monitoring

Real-time monitoring of the running scenarios where you can see how many contacts there are on particular stages.

Own templates

Creation of one's own Marketing Automation scenarios to be used multiple times.

Templates library

Library of templates, which are ready to be configured and used.

Drafts

Work on scenarios may be divided, you don't have to do everything at once. When you come up with an idea, you can just save it as a draft so that you, or someone else, may polish the algorithm up later.

Autosave

You are not going to lose any of your work or ideas you spent so much time on, even if you lose your internet connection or close your browser by mistake. Autosave is there for you to automatically save your drafts.

Segementation editor

Choosing contact database segments on the basis of logical conditions (and/or), datasets and subsets. Virtually all kinds of contact information may be used to select a segment. Segments may be marked by tags and categories. Criteria of segmentation may also be saved and used in other actions in the system (e.g. reporting, campaigns' targeting). Basic segmentation editor is an intuitive, easy to use, dynamic form.

Drag&Drop visual segments designer

For those who prefer visual presentation of data, iPresso offers a Drag&Drop visual segments designer. Here you can select segments from contact database to arrange them in a scheme of fields and arrows, thanks to which you get a "bird's eye view" at the logic of selected groups.

Estimations

Segmentation editors estimate number of records in a group that meets specific criteria.

Tags

Tagging contacts in segments and using tags as criteria in other segments.

Categories and subcategories

Creating custom categories and subcategories for chosen segments. Contacts may belong to numerous categories.

Segments based on behaviour, atributes, any activities and actions

Segmantation may involve a whole range of actions accessible in the system and individually define traits, contacts' activities, actions made in relation to contacts.

E-mail

Sending personalized transactional and marketing emails.

SMS

Sending text messages personalized with regard to its contents and sending time.

Voice message

Sending voice messages in the form of calls to selected phone numbers. Messages may be played as .wav sound files or read out by a speech synthetizer.

Website content

Displaying personalized website messages and whole parts of a website in the form of text or graphic (html).

Dynamic website content

Dynamic website content generation (in the real time) based on website users' behavior. This applies both to the recognized contacts from the database and to those anonymous.

Twitter

Integration of contacts with their Twitter accounts. Posting tweets through iPresso with predefined time of publication. Retrieving statistics from integrated Twitter accounts.

Facebook

Publishing posts with predefined time and browsing posts, comments and statistics of multiple integrated FB profiles.

Slideshare

Posting presentations and conducting lead generation campaigns. Retrieving statistics of presentations.

Youtube

Posting videos on integrated YT channels and retrieving basic statistics.

Mobile apps

Upon integration of an app via iPresso API it is possible to trigger actions defined in the app and display Push notifications.

Wi-Fi hot spots

Collection of contacts through their registration in hotspots integrated with iPresso and sending them messages as a result of e.g. their logging-in to the network.

IoT

Creation of contacts which are devices and communication with BLE (Bluetooth 4.0) devices. Integration with beacons via iPresso API. Communication through numerous channels following specific activity connected with device or a device's activity.

Drag&Drop editor

Intuitive Drag&Drop editor with ready-to-use predefined modules (e.g. text colums, image fields, buttons etc.), which may be easily and quickly set up by a user. Emails designed in the editor are responsive and ready to be sent and maintain all the necessary standards.

WYSIWYG editor

Popular content editor. It is similar to text editor where emails may be created in a fashion resembling the one in an email application. Obviously, it is enriched with features unique to iPresso, such as content personalization.

HTML editor

For more advanced users who create emails in plain HTML code, there's an intuitive code editor with automatic live view of results, colored markers and automatic syntax verifier.

ZIP packages with project import

Advanced users who create emails via external tools and graphics packages may import finished emails along with html code, images and styles in the form of a project saved as a .zip file. It's enough to drag the file to iPresso and the system itself will convert it into a ready to use email.

Templates library

In iPresso Studio there is a library of ready to use templates which may be used in creation of one's own e-mails. Some templates are designed to fit various occasions (e.g. Mother's Day), others have complete content layouts.

Own templates

Ability to create user's own templates. It's useful especially in a situation when your team works together and have their own standards, as well as when you just need to speed up the creation of the next emails based on the best patterns.

Content personalization

Email's subject line and content may include personalized elements, such as e.g. recipient's first name. An email may also contain whole segments of content in the form of descriptions, names, various attributes of e.g. products.

Own domain

Ability to connect iPresso to user's own sending domain, thanks to which emails sent via the system will have an address corresponding to company's domain.

Reporting

Complex reports on deliveries, open rates, CTRs, opening hours, percentile conversion, individual reviews, aggregated conversion and combined reports on numerous campaigns.

Automatic opt-in and opt-out

Management of opt-ins with consents (e.g. marketing consent) and opt-outs from specific communication opt-outs.

Custom opt-out pages

Create your own opt-out pages.

Multiscenario A/B/X tests

Multiscenario, multifaceted A/B/X tests to examine, e.g. subject lines, senders, contents, clicks and conversion of a given action.

Responsive design

Emails designed in Drag&Drop editor and based on the templates are responsive and ensure availability and readability on mobile devices.

E-mail previews

Automatic preview of contents being created in the most popular resolutions and on desktop, tablet and smartphone devices.

Limiting communication frequency

Setting communication limits for specific groups of contacts - potential recipients of e.g. marketing campaign emails.You may define maximum allowable number of sendings to chosen addressees, e.g. not more often than X times per month.

Hard bounces

Mechanisms of verification of the e-mail addresses to which e-mails are not being delivered. Marking contacts with incorrect addresses. Exclusion of incorrect addresses from subsequent sendings after re-examination.

Deliverability

High deliverability of sendings thanks to advanced infrastructure and selection of leading, renowned partners. Possible support from experts analysing levels of email deliverablity and recommendations for increased deliverability.

Advanced Targeting

Demographic targeting based on contact attributes and behavioral targeting. Ability to choose specific contact segments on the basis of numerous criteria and logical conditions.

Throughput

Up to 150 000 personalized emails per hour within one campaign. Ability to simultaneously conduct tens of campaigns targeted to different groups. Management of multimillion email sendings.

One-time campaigns

Sending one-time campaigns based on designated criteria.

Emails in Marketing Automation scenarios

Creation of ready email templates to be used in Marketing Automation scenarios. They may be designed before the scenario is build or during its creation. You can do it at the most convenient moment.

Multichannel communication triggered in real or near-real time (depending on the channel)

Messages may be triggered in many different forms on websites (e.g. top-layer, box. pop-up), via e-mails, SMSes or push notifications to mobile apps.

Creation wizard (eg. top-layers) in iPresso Studio

Comprehensive wizard providing creation of such elements as pop-ups. It allows for HTML edition and setting up look, size, distance, display time and carrying out display tests on selected websites.

Creation of one's own dynamically adjusted website contents

Ability to insert and change website elements thanks to the use of JavaScript.

Messages triggered in reaction to website visitor's behaviors (in the form of, e.g. pop-ups and top-layers)

Specifying one's own progressions of behavior (e.g. viewing given webpages) in response to which automatic actions will be performed.

Messages triggered for anonymous visitors

Website messages may be displayed on the basis of the behaviors of anonymous users, who are not included in contact database.

Messages triggered for database contacts

For the identified contacts, personalized messages based on contacts' attributes may be triggered.

Real-time reaction to the behaviors of monitored contacts based on their attributes

Ability to make use of attributes (such as sex, category, tags, address) to specify the citeria on which the displayed message will depend.

RTM activities integrated with KPI reports

Designing KPI based on the data on activities performed by contacts as a result of RTM communication.

Creating feeds from different sources

Creating own feeds directly in iPresso, uploading from files (CVS, XML),  automatic import from external links

Automatic refreshing of data

Setting automatic refreshing data from automaticly importated data feeds

Creating many datasets based on one feed

Creating multiple, different datasets from one feed

Filtering and sorting

Filtering data from feed in datasets in order to picking up the most relevant elements (e.g. recommendations).

Use in many communication channels

In personalization in emails, sms, webpushes.

Collection of parameters from external sources

Selection of data sources on the basis of which the system is going to react. These sources are available as ready-to-use integrations of iPresso. It is also possible to integrate and employ one's own parameters.

Addition of internal parameters

Ability to add parameters based on data calculations conducted in the system.

Integration of data sources for parameters

Ready-to-use data sources (e.g. weather forecast providers).

Triggering of Marketing Automation scenarios

Automatically triggered Marketing Automation scenarios based on fulfilled criteria: parameters from external and internal sources.

Triggering of RTM actions

Automatically triggered Real Time Marketing actions, e.g. notifications on websites displayed when specific criteria, i.e. parameters from external and internal sources, are met.

Transfer of system's parameters and data sources

Parameters selected on the basis of data calculations available in the system, e.g. particular segment count.

Determination of critera with the use of parameters

Actions and scenarios triggered on the basis of additional criteria, other than conditional parameters.

Configurable demographic dashboards

Individually configured dashboards with data based on traits.

Customizable Pipeline reports

Setting up customized segment-based pipelines, which are displayed graphically and contain data on changes over time.

Configurable KPI dashboards

In iPresso you may create unique KPIs based on data gathered in iPresso (system's own data and data from integrated systems such as Google Analytics, CRM etc.), which may be measured in selected periods of time. iPresso automatically generates reports using graphic elements in order to make the view of a situation clear and quickly accessible. It is possible to create many reports and grant access to them for selected users.

Custom, branded Management Dashboard

Creation of custom management dashboards configured for a specific brand.

Google Analytics data integration

Transfering data from an integrated Google Analytics account to iPresso. It allows to use GA data in iPresso's reports to create one's own, unique KPIs.

360 Contact View

360 degree view, i.e. view of a contact's crucial demographic and behavioral information.

Calendar

Calendar of events

Activities Analysis

Activities Analysis

Actions Analysis

Actions Analysis

Marketing Automation Funnels Reports

Marketing Automation Funnels Reports

E-mail campaigns reports

Comprehensive email campaign reports

SMS campaigns reports

SMS campaigns reports

Links reporting

Links reporting

Page views

Page views, divided into anonymous and recognized contacts.

Data export

Report data may be exported in many formats, such as csv/excel, PDF, png.

Notifications

Notifications

Social media reports

Social media reports

Buzz - media monitoring reports

Buzz - media monitoring reports

Edytor Drag&Drop

Forms creation with an easy-to-use Drag&Drop editor.

Contact recognition

Recognition of monitored contacts who had already filled out a form.

Thank-you page

Designing custom information to be shown after a form is filled out and reloaded.

Progressive forms

Displaying those fields which hadn't been filled out yet and which complement contact's data. Not displaying those which had already been filled out by the recognized contact.

Automatic integration with websites

It is enough to paste a piece of code into the place where the form is to be displayed. That's all, everything else is done by iPresso.

Automatic addition of contacts

When a website visitor fills out a form created in iPresso, a new contact is automatically added to the database or existing contact's data is updated.

Creation of cutom fields

Description fields, checkboxes and other ready-to-use elements may be created individually.

Addition of own CSS styles

You can style your form the way you like it, including the look of fields, labels, descriptions, spaces and the whole layout.

Selecting data to be collected

Select events on websites that will be recorded by the collector. You can choose from among the following: clicking a specific element, changing content of a form field, saving a form, lapse of a particular period of time since entering the website.

Specifying whose data to collect

Ability to select contacts whose data is going to be collected. You can collect data of all contacts, only the anonymous ones, or only the tracked ones.

No need to engage IT or change website code

Ability to collect data without the need to engage your IT team. You just need to install the tracking code on the website.

Processing data "on the fly" - specifying what actions to perform

Specify what actions are going to be performed, e.g. record activity or action, update attributes, record a contact, record data in browser's memory, record web push token.

Ability to add and edit many consents for various purposes

Management of multiple consents for various purposes. Operation in multiple languages, on many levels, and with respect to interdependencies among them.

Conformity with the GDPR

Processes that ensure the implementation of procedures required by the General Data Protection Regulation.

Unsubscription statistics

Ability to record and view data on consent opt-ins and opt-outs.

Consent modifications timeline

Ability to access information on who, when, and in what way modified consent contents (e.g. content of the permission for data processing clause displayed next to a contact form).

One's own profile pages

Creation of pages for end-users containing information on the scope of data processing and users' rights to modify and delete their data.

One's own unsubscribe pages

Designing one's own unsubscription page templates.

Automated process of assigning and withdrawing consents

Process of consent withdrawal is recorded in relation to each contact in the database, along with information on consent contents and its assignment and withdrawal dates.

All actions related to consents recorded on contact timeline in the database

Placing pieces of consent information on contact timelines.

Integration with iPresso forms

Automatic addition of consent recording mechanisms to forms designed in iPresso.

Loyalty points

You can run loyalty programs in iPresso and award points to users.

Many programmes

Creation and simultaneous running of many loyalty programmes.

Points based on behaviors and attributes

Awarding points for customly defined contacts' activities, inculding those taking place via integrated systems and apps (e.g. payment apps).

Couponing module

Comprehensive couponing module to manage loyalty programs with generation of unique codes, integration with e-stores, generation of printouts, website for end clients, management of templates and many more features that enrich loyalty programs and boost their effectiveness.

WYSWIG editor

Visual editor to create websites.

HTML code edition

HTML edition.

Automatic coding

Automatic addition of tracking codes and leads' following.

Hosting on one's own domain

Host pages on your specified URL.

Own CSS files

Use of custom style sheets.

Embedding forms

Embedding forms created in iPresso.

Online surveys editor

Intuitive survey creator where you can design your own online survey without the necessity of using code.

Anonymous surveys

Capability to conduct surveys without the necessity of registration and identification.

Reports on answers

Reports on answers to particular questions. Capability to view particular respondents' answers in the case of non-anonymous surveys.

Many types of fields for questions and answers

Capability to use e.g. single-choice, multiple-choice or open-ended questions.

Customized look

Possibility of setting customized headers (which may contain graphics) and introductory descriptions.

Conductiong many surveys simultaneously for numerous target groups

It is possible to launch and conduct numerous surveys simultaneously.

Internet monitoring

Tracking specific keywords on the Internet.

Twitter monitoring

Tracking specific keywords on Twitter.

Automatic screenshots

Automatic screenshots of websites on which monitored keywords appeared.

Automatic indication of tone

Automatic indication of statements' tone (positive, negative, neutral) based on previous indications provided by users.

ISO 9001

Implementation of certification for quality management standards. The latest certification of ISO 9001:2008.

ISO 27001

Implementation of certification for information security management standards. The latest certification of ISO 27001:2008.

SSL 2.0

Encrypted communication. All connections to iPresso are encrypted with SSL 2.0 protocol.

Secured Payments

Payments protected against dangerous connections and processed securely by payment systems.

Backups

Data backups of iPresso's clients.

Audit Logs

Audit logs of users' and system's activities.

Permissions

Management of permissions to access the system along with specific authorizations to its particular features and modules.

API Autentication

Safe iPresso API authentication with renewable tokens and safe encrypted connection.

Service and Support Access

Service access as a part of client support conducted by an authorized employee of iPresso's support team.

SLA

Guaranteed service-level agreement

Dedicated IPs

Dedicated IPs for sendings.

Disaster Recovery

Procedury Disaster Recovery

Work flow management

Workflow management with double approval.

Data Center

Tier III Data Center.

Configurable Password Policy

Number of incorrect logins, logging from selected IP addresses, VPN connections.

On-Site Edition

On-Site edition of iPresso on one's own devices in Data Center.

Test environment

Test environment for user training, testing of integrations and mechanisms.

API JS

API

API REST

AP

API Documentation

Documentation with examples of code in the form of a useful manual available on our website.

iPresso Apps

iPresso apps and plug-ins increasing system's capabilities with features adjusted to specific industries and particular users' needs.

Own plug-ins

Creation of one's own plug-ins based on API.

Custom integrations

Individual integrations with other systems and apps.

Native integrations

Ready-to-use integrations with popular systems and apps. They just need to be approved in iPresso.

On-line standard support

Online support - our consultants are accessible via email and livechat. We provide support during the onboarding process and in the basic use of the system, navigation between modules.

Help Center

Online help center at https://ipresso.com/support contains tutorials, videos, manuals, FAQs, presentations, ebooks. We also host periodic webinars.

Video Tutorials

Video tutorials accessible online at HelpCenter and via our YouTube channel. For iPresso Enterprise's clients we create videos tailored to a given company and its employees.

Webinars

We conduct periodical webinars, which may be customized to the specific needs of our clients and based on individual agreements under iPresso Enterprise.

Support Premium

Premium support from iPresso Team organized individually to provide a higher level of support involving quicker reaction, customized scope of support, dedicated consultants.

iPresso Services

Services for clients of iPresso Enterprise concerning preparation of website layouts, individual email templates, integrations, customized reports, etc.

Dev Support

Programming support in e.g. individual, advanced integrations, adjustment of other apps to iPresso, creation of individual modules, add-ons and apps.

Individual iPresso Academy Workshops webinars

Workshops and online trainings conducted individually by iPresso Academy for private groups, e.g. employees of a given company.

iPresso Academy Workshops on-site

Trainings and workshops conducted at the client's premises. Content of the workshops often includes analysis of case studies relevant to client's business needs.

Eyetracking

Eye tracking research on templates, emails and other visual elements used in actions carried out in iPresso. The aim of eye-tracking research is to achieve maximum effeciency and users' comfort. Research is performed on selected groups of respondents in iPresso Team's laboratory. Eyetracking research is available for clients of iPresso Enterprise.

Contacts management

Intuitive and innovative Contact Manager

The three-panel view enables you to see all the facets of a contact at once. It provides you with quick access to the essential data.

Contacts monitoring

Tracking contacts who visit your websites and their activities in integrated apps.

Anonymous contacts monitoring

Monitoring contacts who are not included in the database yet.

Contact history timeline

History of contacts displayed as a timeline.

Integrate with your CRM

iPresso may be integrated with leading CRM systems (e.g. Salesforce, Base, SugarCRM - learn more). This allows data to be automatically shared between those systems.

...or use bulid-in CRM functionality

You are able to build CRM features based on iPresso, which is an open system and which allows the addition of your own attributes to characterise your contacts. It also allows for the addition of notes by users of the system and the integration with users' business email accounts enabling you to conduct email correspondence with your contacts via iPresso.

Automatic adding contacts from forms

Data from every form created in iPresso is automatically saved in the system, new contacts are added and their data updated.

Manual Adding

Of course, there's always the option of adding and updating contact data manually.

Contacts’ Relationships

This is a unique feature of iPresso: the ability to define relationships among contacts, such as parents - children, employee - company, car - owner - car service - dealer etc. This feature gives you incredible opportunities to design customers' journeys, create tailored communication, prepare offers and increase sales.

Data import

Importing data from files using import wizard.

API import

Automatic import of data via API iPresso.

Custom fields/attributes

Addition of user-defined custom fields.

Categories i subcategories

Creation of any number of categories and subcategories. Naming categories and marking them with colours for easier recognition of contacts in the system. Setting up access to specific categories for distinctive iPresso's users.

Tags

Tagging contacts in any chosen manner. Tag glossary and tag hierarchy generator.

Individual correspondence

System's integration with user's email accounts allows you to conduct email correspondence with your contacts via iPresso and to plot it on a timeline.

Search

Search contact database by any data field.

Mass actions

Mass actions updating chosen/found groups of contacts, e.g. changing categories, tagging.

360 degrees contact view

Comprehensive 360 degree contact view with information on attributes, history of activities and actions, scoring, loyalty points and much other data, all of it displayed on a single, intuitive screen.

Contacts’ Data integration

Integration of contacts' data acquired from various sources, such as Facebook, Twitter, CRM systems, etc.

Behavioral scoring

Setting up behavioral scoring. Awarding points for a given behavior of a contact, e.g. their visit on a monitored website, time spent on a website, clicked links, logging in to a store etc. Ability to create many different scoring plans depending e.g. on a given Marketing Automation scenario.

Demografic scoring

Setting up demographic scoring. Awarding points for given traits, such as city, job position, status, category, etc. Ability to create many different scoring plans, e.g. assigning one scoring plan to a chosen set of traits.

Total scoring

Total behavioral and demographic scoring.

Multiple scoring plans

Many scoring plans carried out simultaneously.

Loyalty points

Awarding points, e.g. forspecified activities of contacts. Points may be added in many different loyalty programs which may be run simultaneously for various groups of contacts.

Deduplication

Contact deduplication runs automatically when repeating data is detected, e.g. when email, first name and surname are the same. Contacts bearing strong resemblance to each other and possible duplicates are automatically identified by the system.

Marketing Automation Design & and Execution Built-in iPresso Studio

Drag&Drop visual editor

Customer Journey, personalized scenarios. Multifaceted, multichannel algorithms/rules with many branchings, endings and conditions that don't require using any code or complex forms. Marketers can prepare campaign scenarios and customer journeys on their own. Just design, set up and launch it.

Tools

Tools allowing e.g. to send emails, text messages and notifications, as well as to categorise and add tags. There are a lot more of them in one place, i.e. drag&drop toolbox.

Conditions

Logical conditions determining clients' paths based on their behavior and traits. You can e.g. shape communication depending on a link clicked by a recipient of a given email. There is a wide choice of various conditions available in drag&drop toolbox, which may be configured according to one's needs (Enterprise edition).

Custom activities

Activities

Custom actions

Actions

Real-time scenarios monitoring

Real-time monitoring of the running scenarios where you can see how many contacts there are on particular stages.

Own templates

Creation of one's own Marketing Automation scenarios to be used multiple times.

Templates library

Library of templates, which are ready to be configured and used.

Drafts

Work on scenarios may be divided, you don't have to do everything at once. When you come up with an idea, you can just save it as a draft so that you, or someone else, may polish the algorithm up later.

Autosave

You are not going to lose any of your work or ideas you spent so much time on, even if you lose your internet connection or close your browser by mistake. Autosave is there for you to automatically save your drafts.

Segmentation

Segementation editor

Choosing contact database segments on the basis of logical conditions (and/or), datasets and subsets. Virtually all kinds of contact information may be used to select a segment. Segments may be marked by tags and categories. Criteria of segmentation may also be saved and used in other actions in the system (e.g. reporting, campaigns' targeting). Basic segmentation editor is an intuitive, easy to use, dynamic form.

Drag&Drop visual segments designer

For those who prefer visual presentation of data, iPresso offers a Drag&Drop visual segments designer. Here you can select segments from contact database to arrange them in a scheme of fields and arrows, thanks to which you get a "bird's eye view" at the logic of selected groups.

Estimations

Segmentation editors estimate number of records in a group that meets specific criteria.

Tags

Tagging contacts in segments and using tags as criteria in other segments.

Categories and subcategories

Creating custom categories and subcategories for chosen segments. Contacts may belong to numerous categories.

Segments based on behaviour, atributes, any activities and actions

Segmantation may involve a whole range of actions accessible in the system and individually define traits, contacts' activities, actions made in relation to contacts.

Communication Channels

E-mail

Sending personalized transactional and marketing emails.

SMS

Sending text messages personalized with regard to its contents and sending time.

Voice message

Sending voice messages in the form of calls to selected phone numbers. Messages may be played as .wav sound files or read out by a speech synthetizer.

Website content

Displaying personalized website messages and whole parts of a website in the form of text or graphic (html).

Dynamic website content

Dynamic website content generation (in the real time) based on website users' behavior. This applies both to the recognized contacts from the database and to those anonymous.

Twitter

Integration of contacts with their Twitter accounts. Posting tweets through iPresso with predefined time of publication. Retrieving statistics from integrated Twitter accounts.

Facebook

Publishing posts with predefined time and browsing posts, comments and statistics of multiple integrated FB profiles.

Slideshare

Posting presentations and conducting lead generation campaigns. Retrieving statistics of presentations.

Youtube

Posting videos on integrated YT channels and retrieving basic statistics.

Mobile apps

Upon integration of an app via iPresso API it is possible to trigger actions defined in the app and display Push notifications.

Wi-Fi hot spots

Collection of contacts through their registration in hotspots integrated with iPresso and sending them messages as a result of e.g. their logging-in to the network.

IoT

Creation of contacts which are devices and communication with BLE (Bluetooth 4.0) devices. Integration with beacons via iPresso API. Communication through numerous channels following specific activity connected with device or a device's activity.

Email campaigns

Drag&Drop editor

Intuitive Drag&Drop editor with ready-to-use predefined modules (e.g. text colums, image fields, buttons etc.), which may be easily and quickly set up by a user. Emails designed in the editor are responsive and ready to be sent and maintain all the necessary standards.

WYSIWYG editor

Popular content editor. It is similar to text editor where emails may be created in a fashion resembling the one in an email application. Obviously, it is enriched with features unique to iPresso, such as content personalization.

HTML editor

For more advanced users who create emails in plain HTML code, there's an intuitive code editor with automatic live view of results, colored markers and automatic syntax verifier.

ZIP packages with project import

Advanced users who create emails via external tools and graphics packages may import finished emails along with html code, images and styles in the form of a project saved as a .zip file. It's enough to drag the file to iPresso and the system itself will convert it into a ready to use email.

Templates library

In iPresso Studio there is a library of ready to use templates which may be used in creation of one's own e-mails. Some templates are designed to fit various occasions (e.g. Mother's Day), others have complete content layouts.

Own templates

Ability to create user's own templates. It's useful especially in a situation when your team works together and have their own standards, as well as when you just need to speed up the creation of the next emails based on the best patterns.

Content personalization

Email's subject line and content may include personalized elements, such as e.g. recipient's first name. An email may also contain whole segments of content in the form of descriptions, names, various attributes of e.g. products.

Own domain

Ability to connect iPresso to user's own sending domain, thanks to which emails sent via the system will have an address corresponding to company's domain.

Reporting

Complex reports on deliveries, open rates, CTRs, opening hours, percentile conversion, individual reviews, aggregated conversion and combined reports on numerous campaigns.

Automatic opt-in and opt-out

Management of opt-ins with consents (e.g. marketing consent) and opt-outs from specific communication opt-outs.

Custom opt-out pages

Create your own opt-out pages.

Multiscenario A/B/X tests

Multiscenario, multifaceted A/B/X tests to examine, e.g. subject lines, senders, contents, clicks and conversion of a given action.

Responsive design

Emails designed in Drag&Drop editor and based on the templates are responsive and ensure availability and readability on mobile devices.

E-mail previews

Automatic preview of contents being created in the most popular resolutions and on desktop, tablet and smartphone devices.

Limiting communication frequency

Setting communication limits for specific groups of contacts - potential recipients of e.g. marketing campaign emails.You may define maximum allowable number of sendings to chosen addressees, e.g. not more often than X times per month.

Hard bounces

Mechanisms of verification of the e-mail addresses to which e-mails are not being delivered. Marking contacts with incorrect addresses. Exclusion of incorrect addresses from subsequent sendings after re-examination.

Deliverability

High deliverability of sendings thanks to advanced infrastructure and selection of leading, renowned partners. Possible support from experts analysing levels of email deliverablity and recommendations for increased deliverability.

Advanced Targeting

Demographic targeting based on contact attributes and behavioral targeting. Ability to choose specific contact segments on the basis of numerous criteria and logical conditions.

Throughput

Up to 150 000 personalized emails per hour within one campaign. Ability to simultaneously conduct tens of campaigns targeted to different groups. Management of multimillion email sendings.

One-time campaigns

Sending one-time campaigns based on designated criteria.

Emails in Marketing Automation scenarios

Creation of ready email templates to be used in Marketing Automation scenarios. They may be designed before the scenario is build or during its creation. You can do it at the most convenient moment.

Real-Time Marketing

Multichannel communication triggered in real or near-real time (depending on the channel)

Messages may be triggered in many different forms on websites (e.g. top-layer, box. pop-up), via e-mails, SMSes or push notifications to mobile apps.

Creation wizard (eg. top-layers) in iPresso Studio

Comprehensive wizard providing creation of such elements as pop-ups. It allows for HTML edition and setting up look, size, distance, display time and carrying out display tests on selected websites.

Creation of one's own dynamically adjusted website contents

Ability to insert and change website elements thanks to the use of JavaScript.

Messages triggered in reaction to website visitor's behaviors (in the form of, e.g. pop-ups and top-layers)

Specifying one's own progressions of behavior (e.g. viewing given webpages) in response to which automatic actions will be performed.

Messages triggered for anonymous visitors

Website messages may be displayed on the basis of the behaviors of anonymous users, who are not included in contact database.

Messages triggered for database contacts

For the identified contacts, personalized messages based on contacts' attributes may be triggered.

Real-time reaction to the behaviors of monitored contacts based on their attributes

Ability to make use of attributes (such as sex, category, tags, address) to specify the citeria on which the displayed message will depend.

RTM activities integrated with KPI reports

Designing KPI based on the data on activities performed by contacts as a result of RTM communication.

Feed Manager

Creating feeds from different sources

Creating own feeds directly in iPresso, uploading from files (CVS, XML),  automatic import from external links

Automatic refreshing of data

Setting automatic refreshing data from automaticly importated data feeds

Creating many datasets based on one feed

Creating multiple, different datasets from one feed

Filtering and sorting

Filtering data from feed in datasets in order to picking up the most relevant elements (e.g. recommendations).

Use in many communication channels

In personalization in emails, sms, webpushes.

iPresso Satellite

Collection of parameters from external sources

Selection of data sources on the basis of which the system is going to react. These sources are available as ready-to-use integrations of iPresso. It is also possible to integrate and employ one's own parameters.

Addition of internal parameters

Ability to add parameters based on data calculations conducted in the system.

Integration of data sources for parameters

Ready-to-use data sources (e.g. weather forecast providers).

Triggering of Marketing Automation scenarios

Automatically triggered Marketing Automation scenarios based on fulfilled criteria: parameters from external and internal sources.

Triggering of RTM actions

Automatically triggered Real Time Marketing actions, e.g. notifications on websites displayed when specific criteria, i.e. parameters from external and internal sources, are met.

Transfer of system's parameters and data sources

Parameters selected on the basis of data calculations available in the system, e.g. particular segment count.

Determination of critera with the use of parameters

Actions and scenarios triggered on the basis of additional criteria, other than conditional parameters.

Reporting and analytics

Configurable demographic dashboards

Individually configured dashboards with data based on traits.

Customizable Pipeline reports

Setting up customized segment-based pipelines, which are displayed graphically and contain data on changes over time.

Configurable KPI dashboards

In iPresso you may create unique KPIs based on data gathered in iPresso (system's own data and data from integrated systems such as Google Analytics, CRM etc.), which may be measured in selected periods of time. iPresso automatically generates reports using graphic elements in order to make the view of a situation clear and quickly accessible. It is possible to create many reports and grant access to them for selected users.

Custom, branded Management Dashboard

Creation of custom management dashboards configured for a specific brand.

Google Analytics data integration

Transfering data from an integrated Google Analytics account to iPresso. It allows to use GA data in iPresso's reports to create one's own, unique KPIs.

360 Contact View

360 degree view, i.e. view of a contact's crucial demographic and behavioral information.

Calendar

Calendar of events

Activities Analysis

Activities Analysis

Actions Analysis

Actions Analysis

Marketing Automation Funnels Reports

Marketing Automation Funnels Reports

E-mail campaigns reports

Comprehensive email campaign reports

SMS campaigns reports

SMS campaigns reports

Links reporting

Links reporting

Page views

Page views, divided into anonymous and recognized contacts.

Data export

Report data may be exported in many formats, such as csv/excel, PDF, png.

Notifications

Notifications

Social media reports

Social media reports

Buzz - media monitoring reports

Buzz - media monitoring reports

Forms editor

Edytor Drag&Drop

Forms creation with an easy-to-use Drag&Drop editor.

Contact recognition

Recognition of monitored contacts who had already filled out a form.

Thank-you page

Designing custom information to be shown after a form is filled out and reloaded.

Progressive forms

Displaying those fields which hadn't been filled out yet and which complement contact's data. Not displaying those which had already been filled out by the recognized contact.

Automatic integration with websites

It is enough to paste a piece of code into the place where the form is to be displayed. That's all, everything else is done by iPresso.

Automatic addition of contacts

When a website visitor fills out a form created in iPresso, a new contact is automatically added to the database or existing contact's data is updated.

Creation of cutom fields

Description fields, checkboxes and other ready-to-use elements may be created individually.

Addition of own CSS styles

You can style your form the way you like it, including the look of fields, labels, descriptions, spaces and the whole layout.

Data Collector

Selecting data to be collected

Select events on websites that will be recorded by the collector. You can choose from among the following: clicking a specific element, changing content of a form field, saving a form, lapse of a particular period of time since entering the website.

Specifying whose data to collect

Ability to select contacts whose data is going to be collected. You can collect data of all contacts, only the anonymous ones, or only the tracked ones.

No need to engage IT or change website code

Ability to collect data without the need to engage your IT team. You just need to install the tracking code on the website.

Processing data "on the fly" - specifying what actions to perform

Specify what actions are going to be performed, e.g. record activity or action, update attributes, record a contact, record data in browser's memory, record web push token.

GPDR Manager

Ability to add and edit many consents for various purposes

Management of multiple consents for various purposes. Operation in multiple languages, on many levels, and with respect to interdependencies among them.

Conformity with the GDPR

Processes that ensure the implementation of procedures required by the General Data Protection Regulation.

Unsubscription statistics

Ability to record and view data on consent opt-ins and opt-outs.

Consent modifications timeline

Ability to access information on who, when, and in what way modified consent contents (e.g. content of the permission for data processing clause displayed next to a contact form).

One's own profile pages

Creation of pages for end-users containing information on the scope of data processing and users' rights to modify and delete their data.

One's own unsubscribe pages

Designing one's own unsubscription page templates.

Automated process of assigning and withdrawing consents

Process of consent withdrawal is recorded in relation to each contact in the database, along with information on consent contents and its assignment and withdrawal dates.

All actions related to consents recorded on contact timeline in the database

Placing pieces of consent information on contact timelines.

Integration with iPresso forms

Automatic addition of consent recording mechanisms to forms designed in iPresso.

Loyalty programs

Loyalty points

You can run loyalty programs in iPresso and award points to users.

Many programmes

Creation and simultaneous running of many loyalty programmes.

Points based on behaviors and attributes

Awarding points for customly defined contacts' activities, inculding those taking place via integrated systems and apps (e.g. payment apps).

Couponing module

Comprehensive couponing module to manage loyalty programs with generation of unique codes, integration with e-stores, generation of printouts, website for end clients, management of templates and many more features that enrich loyalty programs and boost their effectiveness.

Landing Pages

WYSWIG editor

Visual editor to create websites.

HTML code edition

HTML edition.

Automatic coding

Automatic addition of tracking codes and leads' following.

Hosting on one's own domain

Host pages on your specified URL.

Own CSS files

Use of custom style sheets.

Embedding forms

Embedding forms created in iPresso.

Online surveys

Online surveys editor

Intuitive survey creator where you can design your own online survey without the necessity of using code.

Anonymous surveys

Capability to conduct surveys without the necessity of registration and identification.

Reports on answers

Reports on answers to particular questions. Capability to view particular respondents' answers in the case of non-anonymous surveys.

Many types of fields for questions and answers

Capability to use e.g. single-choice, multiple-choice or open-ended questions.

Customized look

Possibility of setting customized headers (which may contain graphics) and introductory descriptions.

Conductiong many surveys simultaneously for numerous target groups

It is possible to launch and conduct numerous surveys simultaneously.

Buzz monitoring

Internet monitoring

Tracking specific keywords on the Internet.

Twitter monitoring

Tracking specific keywords on Twitter.

Automatic screenshots

Automatic screenshots of websites on which monitored keywords appeared.

Automatic indication of tone

Automatic indication of statements' tone (positive, negative, neutral) based on previous indications provided by users.

Security

ISO 9001

Implementation of certification for quality management standards. The latest certification of ISO 9001:2008.

ISO 27001

Implementation of certification for information security management standards. The latest certification of ISO 27001:2008.

SSL 2.0

Encrypted communication. All connections to iPresso are encrypted with SSL 2.0 protocol.

Secured Payments

Payments protected against dangerous connections and processed securely by payment systems.

Backups

Data backups of iPresso's clients.

Audit Logs

Audit logs of users' and system's activities.

Permissions

Management of permissions to access the system along with specific authorizations to its particular features and modules.

API Autentication

Safe iPresso API authentication with renewable tokens and safe encrypted connection.

Service and Support Access

Service access as a part of client support conducted by an authorized employee of iPresso's support team.

SLA

Guaranteed service-level agreement

Dedicated IPs

Dedicated IPs for sendings.

Disaster Recovery

Procedury Disaster Recovery

Work flow management

Workflow management with double approval.

Data Center

Tier III Data Center.

Configurable Password Policy

Number of incorrect logins, logging from selected IP addresses, VPN connections.

On-Site Edition

On-Site edition of iPresso on one's own devices in Data Center.

Test environment

Test environment for user training, testing of integrations and mechanisms.

For developers

API JS

API

API REST

AP

API Documentation

Documentation with examples of code in the form of a useful manual available on our website.

iPresso Apps

iPresso apps and plug-ins increasing system's capabilities with features adjusted to specific industries and particular users' needs.

Own plug-ins

Creation of one's own plug-ins based on API.

Custom integrations

Individual integrations with other systems and apps.

Native integrations

Ready-to-use integrations with popular systems and apps. They just need to be approved in iPresso.