User Guide
  • What is Workevo?
  • Getting Started
    • The Workevo Glossary
  • Profiles Management
    • About Profiles
    • Create New Profile
    • How do Filters Work?
    • What is an Audience?
    • Group Your Profiles by Tag
    • Edit or delete tags
    • Create a New Company
    • Group Your Profiles by Company
  • Data Connection
    • Import your contact data into Workevo
    • How to enrich your contact data?
    • Know every contact and company personally in Workevo
    • Get valuable customer insights from day one
    • How to send one-to-one email to a contact?
    • Saved email templates explained
    • Email tracking explained
  • Workflow Automation
    • Workflow automation overview
    • Automation templates overview & Ideas Hub
    • The automation builder explanation
    • Creating an automation walkthrough
    • Automation triggers explained
    • Automation actions explained
    • Email builder overview
    • Personalization tags explanation
  • Web Forms
    • How to create a form
    • Understanding form statistics
  • Tracking
    • Tracking contact data in Workevo
    • Send custom contact attributes to Workevo
    • Track conversions and clicks with UTM parameters
    • Customize Workevo to be about your customers
    • Custom attributes and events: what's the difference?
    • Track Events in Workevo
    • Set up event tracking in Workevo
    • How to collect valuable data?
    • Custom data planning tool
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On this page
  • Key features
  • How does Workevo work?
  • Who should use Workevo?
  • What sets Workevo apart?

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What is Workevo?

How Workevo works, what it can do for your business, and what makes it different from other solutions.

NextThe Workevo Glossary

Last updated 3 years ago

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Workevo is a marketing automation & customer data platform that helps marketers deliver the right message to the right person at the right time to increase engagement, lower churn, and drive revenue.

Key features

  • Tracking of your customers' behavior, be it online or through backend integrations and imports

  • Advanced analytics and segmentations of the tracked data

  • Single customer view allowing your analyses to dig deep on a customer level

  • Omni-channel orchestration that allows you to automatize communication with your customers through email, SMS, web and app notifications

  • Personalization of your communication based on advanced custom conditions

  • Comprehensive email management to design, send, evaluate and optimize your email campaigns

  • Easy integrations and APIs to link your favorite tools

How does Workevo work?

Workevo helps you track and gather data across multiple channels and sources to build a unique, persistent, and unified customer profile. From there, you can get a complete picture of each and every one of your customers.

After integrating your business you can harness our advanced analytics capabilities and create actionable improvements through our campaigns.

Who should use Workevo?

  • Marketing team: Workevo helps marketers attract potential customers, automates marketing campaigns to increase brand awareness, and optimize workflows.

  • Sales team: Workevo helps improve the productivity of sales staff, increase sales, and improve sales, eliminate tedious, time-consuming tasks, and save thousands of hours of work.

  • Customer success team: Workevo helps increase loyalty, optimize lifetime value, and build long-term relationships with customers.

What sets Workevo apart?

Not as discrete and patchy as many other tools, Workevo provides everything you need to understand, communicate, and support customers on an integrated, simple, and easy-to-use platform for everyone in the business.