Campaigns that reach only the people who agreed to them.
Segments are built from data sales already has, messages go out by e-mail or Viber, and consent and opt-outs are checked at the moment of sending — not when the list was made. Every recipient keeps a history.
- Segments with a live count
- E-mail and Viber
- One-click unsubscribe
- Suppression list per legal entity
From segment to sales outcome
Marketing works on the same customers, contacts and deals as sales, with no export to another tool.
- Available
Segments from data you already have
Conditions on customers, deals, activities, quotes, territory and custom fields, combined into groups with “all” or “any”. Count and sample are visible before saving, with a reason for each member.
- Available
Nightly refresh or a fixed cut
A segment with nightly refresh is measured again when sending starts. Without it, it stays as it was — useful for a trade-fair list. The default cap is 20,000 members.
- Available
A guided campaign wizard
Basics, channel and sender, audience, content and personalisation, preview and test, send time and confirmation. The draft is saved at every step and sends nothing to anyone.
- Available
E-mail with HTML and a text version
A block editor or raw HTML, always with a text version. On save, the server strips scripts, forms and frames. Templates are copied in, so editing a template does not change a campaign.
- Available
Viber messages through Mailbook
Text, image and button in the allowed combinations. The Viber channel uses the company’s own Mailbook account.
- Available
Personalisation with fallback values
Tags such as the contact’s first name or the customer’s name, with a value for recipients missing that data. An unknown tag blocks scheduling, so nobody receives curly braces.
- Available
Test, schedule and control
Test sends to one to five addresses, send now or at a scheduled Belgrade time, pause, resume and a final stop. The final recipient list is built only when sending starts.
- Available
Consent per channel and a suppression list
Separate consent for e-mail and for phone/Viber, with an append-only log. Opt-outs, complaints and hard bounces go onto the legal entity’s suppression list.
- Available
Results down to the recipient
Delivery, engagement and sales outcome — leads and cost per lead — with the history of every message and recipient export to Excel or CSV.
All capabilities listed are part of NG CRM. Anything that depends on your external accounts, such as a Microsoft 365 or Google calendar, is enabled during onboarding.
The path of one campaign
Every step leaves a trail, and everything that can go wrong is checked before a message leaves.
- 01
Segment
Conditions on sales data. The preview counts how many partners and contacts have an e-mail and a mobile number, and writes nothing.
- 02
Channel and content
E-mail or Viber, a sender from the allowed list, a message from the editor or a template, and personalisation.
- 03
Audience and consent
The preview shows how many recipients get the message, how many are excluded and why, and which consent policy applies.
- 04
Test and timing
A test message is marked [TEST] and never counts in results. Sending starts now or at the scheduled time.
- 05
Sending
The final list is built at send time, with fresh opt-outs. A message with an unknown outcome is never sent again.
- 06
Outcome
Per-recipient history, clicks and sales outcome — on the campaign card and on the Marketing dashboard.
What changes in practice
An unsubscribe link a scanner cannot trigger
The unsubscribe link is signed and tied to one message. Opening it changes nothing — the recipient chooses to leave that channel or all of them. Messages also carry a one-click unsubscribe header (RFC 8058).
Viber always needs explicit consent
For e-mail, a company may deliberately choose legitimate interest. For Viber it cannot: messages go only to people who explicitly agreed, and a Viber opt-out revokes consent and suppresses the number.
Removing a suppression is not restoring consent
Removing an entry from the suppression list needs a reason and a dedicated permission, and does not bring consent back. The contact has to agree again to receive messages.
Frequently asked questions
Can I send Viber campaigns from NG CRM?
Yes, if the company has its own Mailbook account connected to NG CRM. Viber messages go only to contacts who gave explicit consent for phone and Viber.
What happens if someone unsubscribes after the segment was built?
They will not get the message. The final recipient list is built only when sending starts, so every opt-out and suppression entry up to that moment applies.
Can I see who opened an e-mail?
Opens and clicks are measured when e-mail goes through Mailbook, with the caveat that opens are approximate because mail clients often block them. When sending through the company’s own mail server, only the hand-over is known.
How long is the unsubscribe link valid?
One year. The link is signed and tied to a specific message, and on it the recipient chooses to leave that channel or all channels.
Related
- InboxE-mail, Viber and website chat — every conversation tied to a customer and one owner.
- AnalyticsDashboards and reports where every number leads to the records behind it.
- SalesLeads, pipeline, quotes by link and working-day forecasts — in one flow.
- Marketing3 min read
Consent and opt-out in email and Viber campaigns
Who a campaign may write to is decided by the server on every send: per-channel consent, company policy, a suppression list and link-based opt-out.
Want to see how this looks in NG CRM?
We will show you in a demo, on examples from your own sales. No obligation.
- office@konissoftware.com
- Phone
- +381 66 000 977