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features
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support

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Description

DocuMatix is our comprehensive digital marketing platform tailored for financial institutions. Going beyond just email, it integrates essential digital and mobile marketing functionalities within a user-friendly interface. Included in this suite are tools for email marketing, automated surveys, event management, and text messaging. With DocuMatix On Demand, marketing automation is seamlessly incorporated into your digital strategy, allowing for timely message delivery, whether in real time or according to your schedule. The SaaS model emphasizes simplicity, enabling users to access solutions solely through an internet browser, thus eliminating the need for costly hardware and software installations. Real-time analytics offer immediate access to critical data, facilitating precise tracking and continuous evaluation of marketing campaigns. To uphold compliance with the CAN-SPAM Act, we secure whitelist status with AOL, Hotmail, MSN, and over 40,000 additional ISPs, earning recognition in the industry as a trusted "permission-based" sender. Our commitment to providing a robust yet straightforward marketing solution empowers financial institutions to enhance their outreach efficiently.

Description

We ensure that your emails reach the inbox, maximizing open rates effectively. You can send out newsletters or schedule them for future delivery without any hassle. Import your contact lists without any limitations whatsoever. Our SmartClean technology effectively eliminates harmful email bots, typos, spam traps, and bounces, maintaining your list's validation at 100%. Additionally, messenger marketing utilizing chatbots has emerged as a significant communication avenue, surpassing even traditional email. With SmartEngage's intuitive Drag-n-drop interface, you can effortlessly gather Messenger contacts, dispatch messages, craft drip campaigns, and utilize various marketing techniques—all without needing to write any code. Our innovative hybrid opt-in forms enable you to gather email addresses, Messenger subscribers, and web push notification subscribers either separately or through a beautifully integrated method. This first-of-its-kind automation allows for seamless interaction with your subscribers across email, Messenger, and web push notifications, ensuring your messages are optimally positioned for visibility. Furthermore, by leveraging these diverse communication channels, you enhance the likelihood of engaging your audience effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BI Book No 
Convertri No 
Facebook No 
Google Analytics No 
PayPal No 
Salesforce No 
Shopify No 
Stackreaction No 
Stripe No 
Wufoo No 
Zapier No 

Integrations

BI Book Yes 
Convertri Yes 
Facebook Yes 
Google Analytics Yes 
PayPal Yes 
Salesforce Yes 
Shopify Yes 
Stackreaction Yes 
Stripe Yes 
Wufoo Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Marquis Software Solutions

Country

United States

Website

gomarquis.com/marketing-solutions/

Vendor Details

Company Name

Level Up Global

Founded

2017

Country

United States

Website

smartengage.com

Product Features

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence Yes 
Search Marketing No 
Segmentation Yes 
Social Marketing No 
Website Visitor Tracking No 

Product Features

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management No 
Template Management Yes 
WYSIWYG Email Editor Yes 

Live Chat

Canned Responses Yes 
Customizable Branding No 
Geo Targeting Yes 
Offline Form No 
Proactive Chat No 
Screen Sharing No 
Third Party Integration Yes 
Transfers / Routing No 
Website Visitor Tracking Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms No 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing No 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Push Notifications

A/B Testing Yes 
Analytics Yes 
Campaign Segmentation Yes 
Contextual Targeting Yes 
Device Targeting Yes 
Expiry Notifications Yes 
Geo Targeting Yes 
Mobile Notifications Yes 
Notification Scheduling Yes 
Visual Notifications Yes 
Web Notifications Yes 

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