Marketing Manager Guide

The Marketing module empowers your team to plan, execute, and measure marketing campaigns across channels — all within CMO ALTO.

Core capabilities

• Multi-channel campaign management
• Email marketing with templates and A/B testing
• Social media scheduling and publishing
• Marketing automation workflows
• Lead generation and nurture sequences
• Campaign analytics and ROI tracking

Your landing page is the Marketing Dashboard.

• Active Campaigns — currently running campaigns with performance
• Email Stats — open rates, click rates, unsubscribes
• Lead Generation — new leads from marketing channels
• Content Calendar — upcoming scheduled content

• /marketing — Marketing overview dashboard
• /marketing/campaigns/[id] — Individual campaign details
• /marketing/workflows — Automation workflow builder
• /analytics — Marketing analytics and attribution

Launching an Email Campaign

1. Go to Marketing → Campaigns → Create.
2. Select campaign type: email, social, or multi-channel.
3. Choose or build an email template using the drag-and-drop editor.
4. Select your audience segment.
5. Set up A/B testing variants if needed.
6. Schedule or send immediately.
7. Monitor real-time opens, clicks, and conversions from the campaign dashboard.

Building a Marketing Automation

1. Navigate to Marketing → Workflows.
2. Click “New Workflow”.
3. Define trigger (e.g. “New Lead Created”, “Form Submitted”).
4. Add steps: wait, send email, update lead status, notify team.
5. Activate the workflow — it runs automatically for matching triggers.

• Segment your audience for higher engagement rates.
• A/B test subject lines to improve open rates.
• Use UTM parameters for accurate campaign attribution.
• Schedule posts in advance using the content calendar for consistent publishing.
• Review campaign analytics weekly and adjust strategy based on data.