CRM audit · Emarsys
A CRM audit for Emarsys
Emarsys comes with a lot built in. The question is how much of it is set up for your customers, and how much is still as it was on launch day.
Where Emarsys programmes drift
- Automation programs built during setup, and left exactly as they were.
- Tactics switched on from the library and never made your own.
- Customer lifecycle stages in Smart Insight that don't change what anyone receives.
- Product recommendations showing the same bestsellers to everyone.
- Contact fields from a migration that nobody can explain.
- Channels added one at a time, each on its own calendar.
What the audit looks at in Emarsys
- Automation programs
- Every live program: what starts it, who enters, and what happens at each step when people don't do the thing you wanted.
- Segments and contact data
- Contact fields, events and segments. Which ones you use, and whether they still match how customers behave.
- Smart Insight and recommendations
- Whether the lifecycle and product data in Emarsys changes what people get.
- Channels
- Email, SMS, mobile push, web and in-app. Whether each one has a clear job, and how they work together.
- Measurement
- Control groups and revenue reporting. Whether you can tell what the programme adds, or only what was sent.
How it works
We usually work inside your Emarsys account, with access agreed up front, or alongside your team if you'd rather they made the changes.
I've set Emarsys up from scratch in-house, moving Berry Bros. & Rudd over from Mailchimp, so I know what a good setup looks like.