Sin la plataforma
Information about Marketing & Automation lives in separate spreadsheets, and nobody knows which version is current.
Con Partiu Formatura
13 modules share the same class, graduate and event records.
Finance and management · Marketing & Automation
Complete marketing automation to capture, segment, nurture and convert
Email campaigns with real A/B testing, dynamic segments, landing pages with variations, forms, tracking, lead scoring and nutrition flows linked to the same CRM that leads the opportunity to the contract. The automated core goes deeper into email; call, visit and WhatsApp enter into cadences and tasks to preserve human action when the channel requires it.
El problema y la solución
What changes when Marketing & Automation works inside the platform
This is connected information about classes, graduates and events across 13 modules, replacing scattered spreadsheets and messages.
Sin la plataforma
Pedir un dato tarda porque alguien tiene que juntar información de varios sitios.
Con Partiu Formatura
Email Marketing Engine and Campaigns and Orchestration update together, with figures ready for the next meeting.
Sin la plataforma
El proceso depende de quién esté ese día y su historial se pierde.
Con Partiu Formatura
Todos siguen el mismo flujo, con acciones registradas y permisos por rol.
Sin la plataforma
Conectar con otras áreas obliga a exportar hojas de cálculo y volver a teclear datos.
Con Partiu Formatura
Marketing & Automation shares information directly with other areas of the platform.
Cómo funciona
How information moves through Marketing & Automation
Cada paso es un módulo real de esta área. Lo que produce pasa al siguiente paso sin que nadie vuelva a teclear la misma información.
What is available in Marketing & Automation
- Email Marketing EngineTriggering with own domain, queue, suppression, tracking and metrics per campaign.14
- Campaigns and OrchestrationThe strategy, the audience, the assets and the result brought together under the same campaign.10
- Flow AutomationBuild the flow once and it works with the lead alone, from the first contact to passing it on to the salesperson.12
- Lead NurturingNurturing based on time, interest and maturity, with trackable passage to sales.10
- Lead Scoring and QualificationTwo notes per lead: who he is and what he's done. Together they say who deserves attention now.7
- Segments and TagsLists that stand on their own, ready to fire, stream and report.11
- Site and Journey TrackingA script on the website and you know what the lead read before talking to the salesperson.7
- Landing Pages, Pop-ups and ChatCapture page, pop-up at the right time and conversation button, without asking the customer for a second tag.13
- Seller ProductivityProspecting cadence, 1:1 email box, call log and goal with daily rhythm.13
- Attribution and ROI by ChannelWhich channel discovered the group, which kept the conversation going and which closed the contract.7
- Commercial AI and IntegrationsSuggestion for the next step with commercial context and bridge with the tools you already use.9
- Partiu DesignerThe campaign art created within the panel, from the story to the pamphlet that goes to the printer.23
- Materiais da FormaturaConvite, faixa, camiseta e sinalização da turma, da identidade visual à gráfica, sem arte velha impressa por engano.12
Destacado
Marketing and sales in the same database
The visit to the website, the email opened, the form sent, the seller's cadence and the group's negotiation live in the same place. That's why the score goes up with what the lead actually did, the flow triggers at the right time and the attribution can tell which channel discovered the group and which one closed the contract, even with a cycle of 12 to 24 months in between.
Ver esto en acción- Email marketing with your own domain, SPF and DKIM verified before scheduling
- Flows with trigger on the real event, waiting during business hours and anti-loop
- Score on two axes, with declining engagement and automatic promotion to MQL
- Assignment by position as standard, with all five models recorded side by side
Email Marketing Engine
Triggering with own domain, queue, suppression, tracking and metrics per campaign.
- Email editor with reusable templates and lead variables
- Own shipping domain with SPF and DKIM verification before scheduling
- Send queue with continuous processing, without blocking the panel
- Suppression list checked twice: when assembling the audience and before each send
- One-click unsubscribe, no login, compatible with native Gmail button
- Link opening and click tracking, with pixel that never breaks the layout
- A/B testing with templates and subjects A and B
- Configurable percentage sample, toggled between the two variations
- Configurable decision window and criteria for open or click rate
- Winner frozen and automatically sent to the rest of the base; draw keeps A
- Hard bounce and complaints definitively suppress; only manual suppression is reversible
- Domain reputation panel with delivery, bounce and complaint rates
- Metrics by trigger, link and recipient, with details of what happened
- Pausable, resumable and cancelable triggering, with suppression revalidation before each sending
Campaigns and Orchestration
The strategy, the audience, the assets and the result brought together under the same campaign.
- Campaign with name, type, channel, objective, description and responsible
- Start and end period, budget, realized cost and operational status
- Target audience and dynamic segment linked to the campaign
- Email shots associated with the campaign or executed separately
- Landing pages and forms linked to the same initiative
- Content and message preserved for consultation and auditing
- Totals sent, opened and converted
- Conversion rate calculated in the context of the campaign
- Exporting campaign data for external analysis
- Origin maintained in the lead to track conversion in CRM
Flow Automation
Build the flow once and it works with the lead alone, from the first contact to passing it on to the salesperson.
- Visual flow editor with email, wait, condition, task and step change nodes
- Real system triggers: lead created, changed stage, score reached, entered segment
- Behavior triggers: form sent, email opened, link clicked, page visited
- Trading triggers: negotiation changed stage, lost negotiation, forming changed stage
- Wait that respects business hours instead of firing at dawn
- Three-layer anti-loop, with automatic pause when the daily cap breaks
- Version frozen upon activation: anyone who is already in the flow ends up in the version they entered
- Cycle in the drawing is rejected upon activation, with the problem path pointed out on the screen
- Deterministic A/B split within the stream
- Execution history and log per node, to know where each lead stopped
- Controlled reprocessing of failed execution
- Outbound webhook, internal notification, tag, score and entry into another flow as actions
Lead Nurturing
Nurturing based on time, interest and maturity, with trackable passage to sales.
- Email sequences triggered by capture, segment, or behavior
- Wait in minutes, hours or days between contacts
- Conditions by lead data, score, segment and interaction with the flow
- Branching according to opening or clicking on the last email sent
- Update of stages, qualifications, scores and tags during the journey
- Automatic creation of task or activity for the person responsible
- Promotion to MQL for the job when profile and engagement reach ranges A or B
- Entry to another flow via the queue, with recursion protection
- Controlled interruption and exit without erasing travel history
- Lead timeline bringing together nutrition and subsequent commercial contacts
Lead Scoring and Qualification
Two notes per lead: who he is and what he's done. Together they say who deserves attention now.
- Profile score and engagement score calculated on separate axes
- Configurable scoring rules, with cap per rule
- Engagement with validity: what’s old decays instead of keeping the lead warm forever
- Ranges A, B, C and D per axis, with cutoff defined by your company
- Automatic promotion to MQL when the lead reaches a high range on both axes
- Score history showing what added up and what expired
- Automatic periodic recalculation, without depending on someone pressing a button
Segments and Tags
Lists that stand on their own, ready to fire, stream and report.
- Dynamic segment by rules or static segment maintained by the team
- Conditions combined by AND or OR operator
- Filters by registration, origin, status, stage, score, range and behavior
- Text, fill, list, number, range, and date operators
- Public preview before saving the rule
- Live list materialized immediately and recalculated at the configured frequency
- Entry and exit record of each lead, with date
- Segment entry and exit serve as automation trigger
- Free tags applied manually or by flow
- Segment used directly as trigger and cadence audience
- Protection against deletion of segment that is still linked to triggers
Site and Journey Tracking
A script on the website and you know what the lead read before talking to the salesperson.
- Single script installed on the website, with list of authorized domains
- Sessions and pages visited recorded per visitor
- Retroactive merge: when becoming a lead, the previous anonymous browsing becomes theirs
- Events insured until the visitor accepts consent
- Marketing consent recorded with date and origin
- Lead timeline gathering visits, forms, emails, cadences and stage changes
- Automatic purge of old browsing data
Landing Pages, Pop-ups and Chat
Capture page, pop-up at the right time and conversation button, without asking the customer for a second tag.
- Landing page created in the website builder and marked as a capture page
- Page link with campaign and form, with conversion counted per page
- A/B test per page with group, variation name and traffic percentage
- Sum of variations validated for the group never exceeds 100%
- Daily metrics for views, unique visitors and conversions by variation
- Consolidated comparison of pages belonging to the same test
- Popup with trigger by time, scroll or exit intent
- Frequency per visitor and display only for those who are not yet leads
- Scheduling the start and end of each pop-up
- Pop-up form creates the lead using the same route as the capture portal
- Chat widget that opens the conversation on WhatsApp Service, with its own message after hours
- The visual page remains in the Sites builder; CRM controls campaign, form, variations and conversion
- In the audited scope, CRM configures and compares the A/B of pages; automatic routing of visitors between variations was not found
Seller Productivity
Prospecting cadence, 1:1 email box, call log and goal with daily rhythm.
- Multiple sales funnels, each with their own columns
- Custom fields per lead, without changing the database structure
- Prospecting cadences with email, call, WhatsApp and visit steps
- Automatic email; call, WhatsApp and visit become a task for the seller
- Whoever responds leaves the cadence immediately, through any channel
- Mass enrollment that explains each decline instead of just showing the total
- 1:1 email box per seller, with thread and opening tracking
- Mailbox connected to Google, Microsoft or IMAP, bringing customer replies into the deal
- Encrypted email credentials visible only to the seller himself
- Call log and link to existing WhatsApp conversation
- Public booking link and calendar synced with Google or Microsoft
- Targets per salesperson and team, determined and frozen day by day
- Necessary pace per working day remaining highlighted, not just the percentage achieved
Attribution and ROI by Channel
Which channel discovered the group, which kept the conversation going and which closed the contract.
- UTM captured in form, email click, and browsing session
- One tap per session, so the journey is not inflated by long browsing
- Five assignment templates written side by side, with per position as default
- Investment per channel launched in the panel to calculate cost per lead and ROI
- ROI blanked and explained when cost is missing rather than misleading number
- Google and Meta click id saved in cookie for 90 days
- Offline conversion queue to return the close to the ad platform
Commercial AI and Integrations
Suggestion for the next step with commercial context and bridge with the tools you already use.
- Next step suggestions per negotiation, based on stage, downtime and competition
- No lead personal data is sent to the model
- Each suggestion records the outcome: accepted, rejected or ignored
- Acceptance rate by type of suggestion as a real measure of usefulness
- AI disabled by default: cost is the company's explicit choice
- Provider, key and monthly AI limit shared with the rest of the platform
- Assistant in the deal detail and win probability learned from the company's history
- External CRM and media integrations with credentials per company and attempt control
- Public CRM API with tokens and scopes, and signed outgoing webhooks for Zapier, Make, Slack and Teams
Partiu Designer
The campaign art created within the panel, from the story to the pamphlet that goes to the printer.
- Complete in-browser editor: layers, frames, groups, components, pen, and tabbed docking
- Ready-made sizes for flyers, posters, badges, invitations, banners, feeds, stories and emails
- PDF export in the millimeters requested by the printer, with bleeds, crop marks and embedded fonts
- PNG at 300 DPI and high quality JPG for those who do not accept PDF
- Check before printing: cut text, invaded margin, low resolution image and field with no value
- Company branding kit with colors, fonts, logo, logo for dark background and footer signature
- New layout is born with the customer's identity applied
- Name, course and date of the graduate filled in at the time of export
- Batch generation: one badge or invitation per class graduate, in a single ZIP
- QR Code generated on the panel, already pointing to the class registration, the gallery or WhatsApp
- The same art adapted for feed, story and A5 without redoing the layout
- Library of 109 ready-made blocks in ten families: text, buttons, stamps, cards, graduation, social networks, frames, shapes, data and layout
- Track, date, stamp, value and footer blocks already in the customer's palette
- Printing together: several badges per A4 sheet, with a cut line at the margin
- Change a color across the entire page, including within groups, in one undo step
- Repeat in grid: the selection copied in rows and columns to fill the badge sheet
- Six closed palettes and text contrast conference against background
- Text box and exact centering in the frame without moving element by element
- Approval link for the client to see the art, comment at the exact point and approve without login
- Customer comment and decision recorded with name and date, in place of the lost WhatsApp message
- Notice who else has the layout open, before two people edit the same art
- Image library with deduplication and 30 ready-made models published by Partiu
- Folders, favorites, version history on the server and draft recovery after network outage
Materiais da Formatura
Convite, faixa, camiseta e sinalização da turma, da identidade visual à gráfica, sem arte velha impressa por engano.
- Identidade visual da turma com guia visual de cores, fontes e aplicações
- Catálogo de materiais pronto na primeira abertura, sem cadastro inicial
- Briefing por material e aprovação em quatro etapas: conteúdo, arte, prova e arte final
- Conteúdo aprovado vale entre versões; arte, prova e final são aprovadas versão por versão
- Prova dispensada em material digital ou quando o tipo não exige
- Aprovação da comissão por link, sem login
- Uma única versão aprovada vigente por material
- Ordem de produção que guarda a impressão digital da versão aprovada e só libera com a mesma arte final
- Conferência do lote recebido da gráfica antes de distribuir
- Planejamento da distribuição e mapa de sinalização do evento com cada placa no lugar
- QR Code por versão: quem aponta o celular para um impresso antigo vê que ele foi substituído
- Indicadores de prazo, retrabalho e materiais parados em cada etapa
Lista de verificación
Everything included in Marketing & Automation
All 148 features in this area, grouped by module so you can compare systems item by item.
- Email editor with reusable templates and lead variables
- Own shipping domain with SPF and DKIM verification before scheduling
- Send queue with continuous processing, without blocking the panel
- Suppression list checked twice: when assembling the audience and before each send
- One-click unsubscribe, no login, compatible with native Gmail button
- Link opening and click tracking, with pixel that never breaks the layout
- A/B testing with templates and subjects A and B
- Configurable percentage sample, toggled between the two variations
- Configurable decision window and criteria for open or click rate
- Winner frozen and automatically sent to the rest of the base; draw keeps A
- Hard bounce and complaints definitively suppress; only manual suppression is reversible
- Domain reputation panel with delivery, bounce and complaint rates
- Metrics by trigger, link and recipient, with details of what happened
- Pausable, resumable and cancelable triggering, with suppression revalidation before each sending
- Campaign with name, type, channel, objective, description and responsible
- Start and end period, budget, realized cost and operational status
- Target audience and dynamic segment linked to the campaign
- Email shots associated with the campaign or executed separately
- Landing pages and forms linked to the same initiative
- Content and message preserved for consultation and auditing
- Totals sent, opened and converted
- Conversion rate calculated in the context of the campaign
- Exporting campaign data for external analysis
- Origin maintained in the lead to track conversion in CRM
- Visual flow editor with email, wait, condition, task and step change nodes
- Real system triggers: lead created, changed stage, score reached, entered segment
- Behavior triggers: form sent, email opened, link clicked, page visited
- Trading triggers: negotiation changed stage, lost negotiation, forming changed stage
- Wait that respects business hours instead of firing at dawn
- Three-layer anti-loop, with automatic pause when the daily cap breaks
- Version frozen upon activation: anyone who is already in the flow ends up in the version they entered
- Cycle in the drawing is rejected upon activation, with the problem path pointed out on the screen
- Deterministic A/B split within the stream
- Execution history and log per node, to know where each lead stopped
- Controlled reprocessing of failed execution
- Outbound webhook, internal notification, tag, score and entry into another flow as actions
- Email sequences triggered by capture, segment, or behavior
- Wait in minutes, hours or days between contacts
- Conditions by lead data, score, segment and interaction with the flow
- Branching according to opening or clicking on the last email sent
- Update of stages, qualifications, scores and tags during the journey
- Automatic creation of task or activity for the person responsible
- Promotion to MQL for the job when profile and engagement reach ranges A or B
- Entry to another flow via the queue, with recursion protection
- Controlled interruption and exit without erasing travel history
- Lead timeline bringing together nutrition and subsequent commercial contacts
- Profile score and engagement score calculated on separate axes
- Configurable scoring rules, with cap per rule
- Engagement with validity: what’s old decays instead of keeping the lead warm forever
- Ranges A, B, C and D per axis, with cutoff defined by your company
- Automatic promotion to MQL when the lead reaches a high range on both axes
- Score history showing what added up and what expired
- Automatic periodic recalculation, without depending on someone pressing a button
- Dynamic segment by rules or static segment maintained by the team
- Conditions combined by AND or OR operator
- Filters by registration, origin, status, stage, score, range and behavior
- Text, fill, list, number, range, and date operators
- Public preview before saving the rule
- Live list materialized immediately and recalculated at the configured frequency
- Entry and exit record of each lead, with date
- Segment entry and exit serve as automation trigger
- Free tags applied manually or by flow
- Segment used directly as trigger and cadence audience
- Protection against deletion of segment that is still linked to triggers
- Single script installed on the website, with list of authorized domains
- Sessions and pages visited recorded per visitor
- Retroactive merge: when becoming a lead, the previous anonymous browsing becomes theirs
- Events insured until the visitor accepts consent
- Marketing consent recorded with date and origin
- Lead timeline gathering visits, forms, emails, cadences and stage changes
- Automatic purge of old browsing data
- Landing page created in the website builder and marked as a capture page
- Page link with campaign and form, with conversion counted per page
- A/B test per page with group, variation name and traffic percentage
- Sum of variations validated for the group never exceeds 100%
- Daily metrics for views, unique visitors and conversions by variation
- Consolidated comparison of pages belonging to the same test
- Popup with trigger by time, scroll or exit intent
- Frequency per visitor and display only for those who are not yet leads
- Scheduling the start and end of each pop-up
- Pop-up form creates the lead using the same route as the capture portal
- Chat widget that opens the conversation on WhatsApp Service, with its own message after hours
- The visual page remains in the Sites builder; CRM controls campaign, form, variations and conversion
- In the audited scope, CRM configures and compares the A/B of pages; automatic routing of visitors between variations was not found
- Multiple sales funnels, each with their own columns
- Custom fields per lead, without changing the database structure
- Prospecting cadences with email, call, WhatsApp and visit steps
- Automatic email; call, WhatsApp and visit become a task for the seller
- Whoever responds leaves the cadence immediately, through any channel
- Mass enrollment that explains each decline instead of just showing the total
- 1:1 email box per seller, with thread and opening tracking
- Mailbox connected to Google, Microsoft or IMAP, bringing customer replies into the deal
- Encrypted email credentials visible only to the seller himself
- Call log and link to existing WhatsApp conversation
- Public booking link and calendar synced with Google or Microsoft
- Targets per salesperson and team, determined and frozen day by day
- Necessary pace per working day remaining highlighted, not just the percentage achieved
- UTM captured in form, email click, and browsing session
- One tap per session, so the journey is not inflated by long browsing
- Five assignment templates written side by side, with per position as default
- Investment per channel launched in the panel to calculate cost per lead and ROI
- ROI blanked and explained when cost is missing rather than misleading number
- Google and Meta click id saved in cookie for 90 days
- Offline conversion queue to return the close to the ad platform
- Next step suggestions per negotiation, based on stage, downtime and competition
- No lead personal data is sent to the model
- Each suggestion records the outcome: accepted, rejected or ignored
- Acceptance rate by type of suggestion as a real measure of usefulness
- AI disabled by default: cost is the company's explicit choice
- Provider, key and monthly AI limit shared with the rest of the platform
- Assistant in the deal detail and win probability learned from the company's history
- External CRM and media integrations with credentials per company and attempt control
- Public CRM API with tokens and scopes, and signed outgoing webhooks for Zapier, Make, Slack and Teams
- Complete in-browser editor: layers, frames, groups, components, pen, and tabbed docking
- Ready-made sizes for flyers, posters, badges, invitations, banners, feeds, stories and emails
- PDF export in the millimeters requested by the printer, with bleeds, crop marks and embedded fonts
- PNG at 300 DPI and high quality JPG for those who do not accept PDF
- Check before printing: cut text, invaded margin, low resolution image and field with no value
- Company branding kit with colors, fonts, logo, logo for dark background and footer signature
- New layout is born with the customer's identity applied
- Name, course and date of the graduate filled in at the time of export
- Batch generation: one badge or invitation per class graduate, in a single ZIP
- QR Code generated on the panel, already pointing to the class registration, the gallery or WhatsApp
- The same art adapted for feed, story and A5 without redoing the layout
- Library of 109 ready-made blocks in ten families: text, buttons, stamps, cards, graduation, social networks, frames, shapes, data and layout
- Track, date, stamp, value and footer blocks already in the customer's palette
- Printing together: several badges per A4 sheet, with a cut line at the margin
- Change a color across the entire page, including within groups, in one undo step
- Repeat in grid: the selection copied in rows and columns to fill the badge sheet
- Six closed palettes and text contrast conference against background
- Text box and exact centering in the frame without moving element by element
- Approval link for the client to see the art, comment at the exact point and approve without login
- Customer comment and decision recorded with name and date, in place of the lost WhatsApp message
- Notice who else has the layout open, before two people edit the same art
- Image library with deduplication and 30 ready-made models published by Partiu
- Folders, favorites, version history on the server and draft recovery after network outage
- Identidade visual da turma com guia visual de cores, fontes e aplicações
- Catálogo de materiais pronto na primeira abertura, sem cadastro inicial
- Briefing por material e aprovação em quatro etapas: conteúdo, arte, prova e arte final
- Conteúdo aprovado vale entre versões; arte, prova e final são aprovadas versão por versão
- Prova dispensada em material digital ou quando o tipo não exige
- Aprovação da comissão por link, sem login
- Uma única versão aprovada vigente por material
- Ordem de produção que guarda a impressão digital da versão aprovada e só libera com a mesma arte final
- Conferência do lote recebido da gráfica antes de distribuir
- Planejamento da distribuição e mapa de sinalização do evento com cada placa no lugar
- QR Code por versão: quem aponta o celular para um impresso antigo vê que ele foi substituído
- Indicadores de prazo, retrabalho e materiais parados em cada etapa
Want to see Marketing & Automation in your operation?
Pide una demostración con tus propios números, sin compromiso. Una conversación te ayudará a decidir si el módulo resuelve lo que necesitas.