Email Campaigns, Social Media & Analytics

Everything You Need for Multi-Channel Marketing

From website and CMS content to email campaigns, social publishing, SEO, Google Reviews, contact segmentation, and cross-channel analytics — a complete marketing platform built into your ERP with AI-assisted drafting. OLT AI defaults to local Ollama, with zero data egress to an external model provider and no metered provider cost. Configured external endpoints process relevant ERP context externally and may incur provider charges.

• Website Content & CMS

  Manage public website pages, blog posts, and landing copy from the same platform that runs your operations. Draft and rewrite with OLT AI, then publish — no separate website tool. Product blocks retain saved, reviewable snapshots of the product details selected when an editor adds them; they do not automatically follow later product changes. OLT AI defaults to local Ollama, with zero data egress to an external model provider and no metered provider cost. Configured external endpoints process relevant ERP context externally and may incur provider charges.

• Email Campaigns

  Build and send targeted email campaigns with a 4-step wizard. Review delivery, bounce, unsubscribe, and recipient-level open and click observations when measurable. OLT filters recognized automated mail-security scanner activity from open and click observations. Even after filtering, tracking-pixel loads and wrapped-link requests are technical signals, not proof of human engagement.

• Email Templates

  Create reusable HTML templates with a live preview editor. Use dynamic variables like {{first_name}} and {{company_name}} that auto-fill from CRM data.

• Contact Lists

  Build targeted audiences from CRM contacts, companies, and suppliers with auto-deduplication. Segment by industry, status, tags, or custom filters.

• Social Media Publishing

  Publish from one composer to Facebook, Instagram, X, LinkedIn, TikTok, and Google Business Profile. Connections and publishing require configured provider credentials and the provider's required app or API access, permissions, and approvals.

• SEO Analytics

  Review provider-backed Google Search Console clicks, impressions, CTR, and average position alongside GA4 Organic Search landing-page sessions and key events. Tracked keyword positions appear only when current ranking-provider evidence is available.

• Cross-Channel Analytics

  Review email observations, provider-specific social fields, and provider-backed SEO evidence in dedicated dashboards. Channel observations do not provide full cross-channel attribution or verified ROI. Revenue, deal size, converted-lead status, lifetime value, and churn outcomes remain unavailable without trusted settlement evidence; browser-authored acquisition intent is not proof of a paid outcome.

Connected Marketing Evidence & ERP Data

Build campaigns from CRM and ERP workflows, then use the SEO Measurement guide to understand provider-backed Search Console, GA4, and Bing Webmaster evidence.

• Social Media Publishing

  Connect six supported business channels to OLT Marketing, choose eligible destinations, publish now or schedule, and review per-destination results.

• Google Reviews

  Send automated eligible-event review requests that give every respondent the same configured public Google Business Profile link and keep optional private feedback separate from their public choice; monitoring and reply assistance use a separate connected-profile workflow

• SEO Measurement

  Review provider-backed Search Console, GA4, and Bing Webmaster evidence, with unavailable measurements left unestimated

• Sales CRM

  Pull contacts, companies, and leads directly into campaign audiences

• Invoices & Quotes

  Review invoices and quotes, then use the separate, attended campaign workflow to prepare, send, or schedule an email

• B2B Portal

  Send product announcements and promotions to B2B customers

• Supplier Portal

  Communicate updates, onboarding emails, and PO notifications to vendors

Frequently Asked Questions

Which social media platforms are supported?

OLT Marketing supports publishing to Facebook, Instagram, X, LinkedIn, TikTok, and Google Business Profile. Connections and publishing require configured provider credentials and the provider's required app or API access, permissions, and approvals. Social measurements are provider-specific: available fields vary by connector and provider access, and unsupported, denied, or failed reads are shown as unavailable.

How does email open and click tracking work?

Sent campaign reports can show recipient-level tracking-pixel loads and wrapped-link requests, including observed times and click counts, when those signals are measurable. OLT filters recognized automated mail-security scanner activity from open and click observations. Even after filtering, tracking-pixel loads and wrapped-link requests are technical signals, not proof of human engagement.

Can I segment audiences from my CRM data?

Yes. Contact lists pull directly from your CRM contacts, companies, and suppliers. Filter by industry, status, tags, or any custom field. Auto-deduplication ensures nobody receives duplicate emails.

What email template variables are available?

Supported merge variables are recipient fields {{first_name}}, {{last_name}}, {{full_name}}, {{company_name}}, and {{email}}; organization fields {{organization_name}}, {{organization_email}}, {{organization_phone}}, {{organization_website}}, {{organization_address}}, {{organization_city}}, and {{organization_country}}; the campaign field {{campaign_name}}; the unsubscribe field {{unsubscribe_url}}; and date fields {{current_year}}, {{current_month}}, and {{current_date}}.

Does Marketing include SEO tools?

Yes — Marketing ships a full SEO management toolset, not just a metrics chart. You get keyword rank tracking, page-by-page on-page SEO analysis, topical authority mapping to surface content gaps, meta and content recommendations, and ongoing organic-traffic and ranking monitoring. OLT AI can draft page copy and meta descriptions. OLT AI uses local Ollama by default. Only the default local Ollama configuration has zero data egress to an external model provider and no metered provider cost. If an operator explicitly configures an external OLT AI or agent endpoint, that provider processes prompts and relevant ERP context externally, and its use may incur provider charges.

Can I manage my website content and Google Reviews here too?

Yes. Marketing is the full top-of-funnel pillar: manage website pages and blog posts (CMS), email, social, and SEO alongside the Google Reviews request workflow. Payment Received, Quote Accepted, and Deal Won can send eligible recipients a feedback link when the matching event setting is enabled. Every respondent receives the same configured public Google Business Profile link. Private issue details are optional; a customer service ticket is created only if the respondent submits those private details. Each customer decides whether to publish on Google; OLT does not publish public reviews automatically. Monitoring and replying to published Google reviews is separate from automated review requests. It requires a Google Business Profile social connection with manager access and Business Profile API consent. Request and connected-profile activity remain visible beside other available channel-level observations in Marketing analytics.

Can I schedule social media posts in advance?

Yes. The universal composer lets you draft posts, preview them per platform, and schedule for future publication. You can also save drafts and publish across multiple platforms simultaneously.

Does Marketing provide verified ROI or full cross-channel attribution?

Channel observations do not provide full cross-channel attribution or verified ROI. Revenue, deal size, converted-lead status, lifetime value, and churn outcomes remain unavailable without trusted settlement evidence; browser-authored acquisition intent is not proof of a paid outcome.