Storm MarketingBeta

Reach them again, from the records that already know them

A segment is a saved description of who you mean, and it keeps up as your records change. Campaigns run against those segments and record who was involved and what came of it, on the same records your deals live on.

A separate offering, in beta, included with your plan for a year.

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Campaigns

A campaign is any push at a group of people

A launch email, a conference, a sponsorship, the ads you are about to run. Storm OS keeps who was involved and what came of it, so the dinner you hosted in September stays connected to the deal it produced in November.

  • Types that match real work: email, events, sponsorships, paid, social
  • Planning, active and completed, with the counts that matter on each card
  • Member statuses you configure, so responded means what you decide it means
  • Attach a campaign to a project when the push is a piece of work
The Campaigns list with active, people reached and responded figures across the top, and each row showing when it ran, its project, type, status and how many responded out of how many were reached
Twelve campaigns on one list, with 143 people reached and 93 responded totaled across the top. The Partner summit dinner is completed with 10 of its 12 guests responded, the Founder dinner in Austin has 14 of 17 so far, and the Pilot customer roundtable is attached to the Meridian Labs onboarding project.

Inside one

Who it reached, and what it turned into

Every campaign carries its people, their status, and the records they belong to, and the Context Agent can read the whole thing and tell you how it went in a sentence.

  • Members pulled from a segment, added by hand, or both
  • Statuses counted as responded when you say they count
  • Mailchimp audiences kept in step both ways, with no spreadsheet in the middle
  • Forms and events are here now, with landing pages to follow
The Series A announcement campaign, active, with 24 people involved and 7 responded, status chips for Invited, Opened, Responded and Meeting booked, a pinned note on the coverage it got, and a roster of people with a status dropdown beside each name
The Series A announcement, 24 people involved and 7 responded so far. Nine have opened it, eight are still at Invited, two have booked a meeting, and each status changes right on the roster.

Events

The dinner, from the invite to the door

An event is a campaign with a date, a registration page and a way to check people in. Everyone who registers gets a ticket with a code, and on the night your phone becomes the door.

  • A registration page built here, or one you already have, bound to the event
  • A ticket for every registrant, with a code they can read out if their phone dies
  • Check in by scanning, by typing the code, or by looking someone up by name
  • Several people checking in at once, with every phone agreeing within seconds
  • Walk-ups captured properly, so the person who just turned up is a real record
The Events list on its All tab, each event with its date, venue, registered, checked in and tickets sent counts, a status chip and whether walk-ups are on
Every event with how many registered, how many came through the door and how many tickets went out. The Partner summit dinner is completed with 9 of its 12 guests through the door, and the Founder dinner in Austin on September 14 already has all 17 tickets out.

The night itself

Who registered, who has a ticket, who walked in

Open the event and the whole roster is there: name, company, how to reach them, and whether they have arrived. The counts at the top are the ones you keep refreshing on the day.

  • Registrants with their company and contact details, on one screen
  • Tickets sent, and who has been through the door, counted live
  • Check in from a phone at the door while somebody else works the list
  • Anyone who turns up without registering becomes a real record
The Pilot customer roundtable event on its Registrants tab, with 15 registered, 12 checked in and 13 tickets sent, an Open the door button and a table of registrants showing company, email, phone, source, ticket time, check-in time and a note column
The Pilot customer roundtable on the day: 15 registered, 13 tickets sent and 12 through the door. Daniel Okafor and Helena Voss have not checked in yet, and the notes beside the names say what a guest asked for, from a seat held by the door to the phase two statement of work on the table.

Forms

A public page whose answers land as records

Ask for what you need, on your own pages, with your own colors. Every answer becomes a person record, tagged, segmented, and joined to the campaign it came from.

  • Fields from your own records, including the custom fields you added
  • Multi-step pages, and questions that only appear when they are relevant
  • A thank-you message or your own redirect, and an automatic reply if you want one
  • Views, submissions and conversion on every form, with an export when you need it
The Forms list with forms, live, submissions and conversion figures across the top, an Events folder holding the registration pages for the Pilot customer roundtable and the Founder dinner in Austin with their views, submissions and conversion beside the walk-up forms tied to each event, and a Website folder holding the Pilot program interest and Talk to us forms
Ten forms, all live, with 22 submissions at 13 percent conversion across the top. The Events folder holds the registration page for the Pilot customer roundtable, 23 views and 2 submissions, and for the Founder dinner in Austin, 41 views and 3, beside the walk-up forms that belong to each event, so a name typed at the door lands on the campaign it came from.