Contact Manager

Your sales team scans badges at three trade shows this year. You want every contact tagged with the show they came from so you can measure which event delivered the best leads.

1. Open /contacts/custom-fields and create a Select-from-list field called Source Event with options 2026-Berlin, 2026-Paris, 2026-Lisbon.
2. After each show, CSV-import the badge scans — the field auto-renders as a dropdown on every contact.
3. Six months later, run a smart segment Source Event = 2026-Berlin and check open / click rates.

You can prove Berlin generated 38% of pipeline vs Paris's 21% — concrete data for next year's event budget.

Your VIP customers haven't opened anything in three months. You want a one-shot re-engagement campaign — without rebuilding the recipient list every time.

1. At /contacts/segments/create click the Win-back: inactive 90 days prefab and tweak the threshold.
2. Add a rule tag is vip. Save the segment as VIP win-back.
3. From the segment list, click Send mailing; the segment is re-evaluated live and the matches pre-load as recipients in compose.

237 inactive VIPs receive a personalised "we miss you" email. Re-runs three months later auto-pick up new at-risk contacts — no manual list refresh.

You're a freelance consultant juggling 12 active deals across 8 clients. You want a visual pipeline that totals expected revenue per stage without spreadsheet pain.

1. For each lead, open /contacts/deals/create and add a deal with title, value, expected-close date, and the linked contact / company.
2. The kanban at /contacts/deals auto-totals forecast value per column (Lead / Qualified / Proposal / Won / Lost).
3. Drag a card across columns as it progresses — probability auto-bumps (lead 20% → qualified 40% → proposal 60% → won 100%).

One screen tells you Q2 weighted pipeline is £47k, with 3 deals overdue (red highlight). No spreadsheet, no Trello.

Marketing built a beautiful branded newsletter in the visual builder. You want everyone on the team to send the next monthly issue from the same layout, just with new content.

1. In compose, build the layout with the drag-and-drop builder, then click Save as template — the GrapesJS state, subject, and body all persist.
2. Anyone on the team opens compose, picks the template from the picker, edits the headline and body blocks, and sends. The Builder tab opens automatically.
3. Or fire it from a Zapier workflow with POST /api/mailing/templates/{id}/send + a recipient list.

The April newsletter goes out in 4 minutes instead of 40. Brand stays consistent across team members. Templates float to the top of the picker by most-recent use.

You're announcing a new feature to 5,000 customers. You can't decide between two subject lines — you want data, not guesses.

1. In compose, toggle A/B test. Type Variant A's subject ("Your March update") and Variant B's ("5 things we shipped in March").
2. Set sample size 20% and winner-pick window 4 hours.
3. Click Send. FastLinkIt ships 1,000 emails (500 per variant), waits 4 hours, picks the winner by open rate, and ships the remaining 4,000 with the winning subject — automatically.

Variant B wins with 34.7% opens vs A's 28.4%. The 4,000 follow-on sends use B. Per-variant stats show on the mailing's analytics page.

When a prospect books a strategy call, you want them to receive a 14-day educational email series — without ever manually adding anyone to a list.

1. Auto-capture already tags every booking visitor with source:booking:<plannerCode> — nothing to wire up.
2. At /mailing/sequences/create pick the Welcome series prefab, set the trigger to tag_added with value source:booking:strategy-call.
3. Customise the 5 steps (Day 0 thank-you, Day 1 how to prepare, Day 3 case studies, Day 7 testimonials, Day 14 follow-up offer) and save.

Every new booking auto-enrols. The dispatcher ships each step at the right delay. Live enrolment counts at /mailing/sequences/{id}/enrollments — no spreadsheets, no manual list refresh.