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Add-on module

Marketing
Campaigns to your own customers, previewed, approved, paced.

Broadcast to the customers in your CRM over WhatsApp — and over email and social pages as those channels go live. Every campaign shows exactly who will be messaged and who is suppressed, needs a manager’s approval above a threshold, respects consent and quiet hours, and sends at a pace that keeps the company number safe.

Start with MarketingAsk for a walkthrough
  • CRM-only audiences
  • Honest preview
  • Manager approval
  • Consent ledger
  • Templates & lists
The workflow

How it runs, start to finish

Built for

  • Distributors announcing price lists, promotions and new lines
  • Teams that want campaigns without risking the company WhatsApp number
  • Companies that need consent and opt-outs handled properly
  1. 1

    Draft

    From scratch or from a saved template, with personalisation tokens and variations so messages are not identical.

  2. 2

    Pick the audience

    CRM filters or a broadcast list — scoped to what the sender may see: a rep’s own customers, a team leader’s team, a manager’s whole book.

  3. 3

    Preview

    Freezes the audience and shows the suppression breakdown, three real renders and a plain-words delivery estimate.

  4. 4

    Approve

    Automatic under the recipient threshold (default 50); above it a manager approves.

  5. 5

    Run

    Now or scheduled, paced and within quiet hours, with pause and abort. Too many failures and it stops itself.

  6. 6

    Measure

    Sent, delivered, read, failed, suppressed and opt-outs generated, in Report Center.

Capabilities

What you get

Everything below is live in the product today.

  • Access granted per person

    The Super Admin grants the marketing hat deliberately — never inherited from a role. Team leaders can draft but not approve.

  • Actor-scoped audiences

    Built only from CRM contacts the sender is allowed to see. No list uploads, no bought data.

  • Templates with versions

    Reusable content; a campaign keeps the snapshot it was sent with.

  • Personalisation and variation

    Tokens for name, company and rep, plus spintax so a campaign does not look like spam.

  • Broadcast lists

    Hand-picked, saved-filter or exclusion lists.

  • The honest preview

    Suppressions that add up, real sample renders, an ETA, and a warning when more than 90% of messages are identical.

  • Manager approval threshold

    Small sends go straight through; anything bigger waits for a manager.

  • Live console

    Sent, delivered, read, failed and suppressed as the campaign runs, with pause and abort.

  • Pacing, quiet hours and breakers

    Quiet hours default to 20:00–09:00 in your timezone; repeated failures abort the run.

  • Scheduled and recurring announcements

    Set a send time, or a weekly price-list post that repeats.

  • Consent ledger

    Opted in, opted out or not recorded per contact, a “do not market” switch, optional opt-in-only promotions, and data export or erasure.

  • Personal rep numbers

    A rep can send from their own number with a seat, under Super Admin daily caps and an approved-lists-only rule.

  • Email campaigns

    Block editor, mandatory test send, compliant footer and one-click unsubscribe, with bounce and complaint breakers. Goes live once the sending domain is approved.

  • Facebook, Instagram and LinkedIn posts

    Page posting is built and tested; live once Meta and LinkedIn approve the app.

Who works in it

Roles and seats

Your Super Admin switches the module on and decides who holds each duty. Only the roles marked “seat” count against what you buy — back-office duties are free.

  • Marketing publisher

    Free

    A grant from the Super Admin to managers, team leaders or BD reps. Not a seat.

  • Manager

    Free

    Approves campaigns above the threshold.

  • Rep with a personal number

    Seat

    Sends campaigns from their own WhatsApp number, under caps and approved lists.

Where it lives

Web for the office, mobile for the field

The module lands inside the same OrbisField apps your team already signs in to — no second product, no second login.

Web dashboard

  • Marketing: Campaigns, Channels, Templates, Lists
  • Settings ▸ Marketing: thresholds, quiet hours, caps, consent

Mobile app

  • Consent capture on the customer’s Contacts tab
Better together

How Marketing connects

Every module shares the same customers, products and stock ledger, so switching one on never means re-entering data in another.

Works with

WhatsApp

The WhatsApp channel needs the WhatsApp add-on and sends through its outbox, so pacing and caps are shared.

Learn more

Van Sales

Audiences come from the customer book your reps already maintain.

Learn more
FAQ

Marketing questions

  • No. Recipients must be contacts in your CRM, within the sender’s scope. That rule is what keeps the company number alive.

  • Pacing, warm-up and quiet hours. The preview shows the estimated finish time before you approve.

  • No. The Super Admin grants it per person, because one careless broadcast can get the company number blocked.

Run Marketing on OrbisField

Pick it in the sign-up wizard, or switch it on later from your dashboard. The wizard adds any prerequisites for you.

Start with MarketingAll modules