Client Resources
Engage With PFM
Build online engagement. PFM is a powerful engagement and marketing tool. Engage and cross-sell to your online customers with these strategies and resources.
Resources
3 Powerful Marketing Strategies for Using Your PFM Data - A simple explanation of how to use PFM data in your overall marketing plan, including inside PFM, outside PFM, and Triggers.
PFM Market Segments - A look at the three market segments that find the most value in PFM’s features.
Marketing Platform Guide - The Geezeo Admin gives you access to easy-to-use segmentation and marketing tools. This guided tour of the reports and marketing campaign sections can help you get the most out of the platform.
Best Practices: Campaign Reports - Get the most out of the Geezeo Admin with these segmentation examples.
