Campaign detail
Track outreach, log attempts, set outcomes, and open Shop-Ware as the source of truth.
Select a campaign record from the queue.
AdvisorX · Lapsed customer workflow
Import the monthly Shop-Ware CSV, track 11-month first-touch and 12-month retry outreach, and log outcomes — all in the browser with no server required.
Each upload creates additive campaign records. Existing customer profiles update from the newest CSV; all prior campaign history is preserved.
Track outreach, log attempts, set outcomes, and open Shop-Ware as the source of truth.
Outcome breakdown, mode performance, and monthly conversion across all campaign batches.