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Email campaigns, journeys and landing pages, with consent built in and ROI measured on real revenue.

Marketing runs email campaigns, automation journeys, landing pages and forms. Contacts are shared with CRM, consent is recorded per purpose in line with the DPDP Act, and campaign return is worked out from won deals and Books invoices rather than estimates.

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Key capabilities

  • Email builder with A/B tests and pre-send checks
  • Automation journeys with branches and goals
  • Purpose-based consent and erasure for the DPDP Act
  • Landing pages, embeddable forms and pop-ups
  • Lead scoring with MQL hand-off to CRM
  • Attribution and ROI from won deals and invoices
What it does

Marketing in detail

Marketing home and campaigns

The home page shows this month’s sends, opens, clicks, new contacts, form leads and MQLs. Campaigns group every email, page, form, journey, broadcast and post behind one code.

  • Sends-by-week chart, lead sources and a needs-attention list of approvals, tasks and active journeys
  • Campaign types for webinars, newsletters, nurture, launches, events, paid ads and content
  • Budget, UTM campaign and a leads or revenue goal on each campaign
  • Campaign overview of its emails, pages, forms, journeys, WhatsApp broadcasts, social posts and Bookings event
  • Funnel per campaign from visitors to leads, MQLs, SQLs, opportunities and won customers

Contacts, lists, segments and imports

Keep one marketing contact per person, shared with CRM leads and contacts when CRM is on. Group them in static lists or in segments that update as people change.

  • Custom properties, tags, lifecycle stage and score on every contact
  • Segments on properties, behaviour (opens, clicks, page visits, forms, bookings) and CRM deal stage
  • Predictive engagement tiers on contacts, alongside rule-based segments
  • CSV import with column mapping, a 10-row preview, de-duplication modes and a required consent basis and proof file
  • Merge duplicates by email or normalised mobile number
  • Hashed exports for ad platform customer-match audiences

Email campaigns and templates

Build emails from blocks or start from a template, test them, and send them through an approval step when the company requires one.

  • Block builder with merge tags, dynamic content, desktop and mobile preview and a brand kit for logo, colours, fonts and footer
  • System templates for newsletters, webinar invites, product updates, nurture, festive offers and event reminders, plus saved company templates
  • A/B and multivariate tests on subject, content or sender, up to four variants
  • Pre-send checklist and a rules-based spam score with each finding explained
  • RSS-to-email digests built from a blog feed
  • Send approval by a marketing admin before an email is scheduled

Sending and deliverability

Send from your own verified domain within the hours you choose, with bounces, complaints and unsubscribes suppressed automatically.

  • SPF, DKIM and DMARC records with live DNS checks for each sender domain
  • Send windows, hourly throttling and optional send-time optimisation
  • Delivery in each recipient’s own time zone
  • One-click unsubscribe and a preference centre
  • Automatic suppression of hard bounces, complaints and unsubscribes
  • Deliverability report by mailbox provider with bounce and complaint rates

Automation journeys and tasks

Journeys move contacts through delays, branches and actions from a single trigger, and stop when a goal is met. Steps that need a person become tasks.

  • Triggers: form submitted, segment entered, list added, booking made, deal stage changed, page visit, custom event, date property
  • Steps for email, WhatsApp or SMS, contact and CRM updates, owner assignment and notifications
  • Signed webhook step for other systems
  • Goals, exit rules, re-entry rules and per-step statistics
  • Ready-made recipes: welcome series, webinar follow-up, nurture, re-engagement and MQL hand-off
  • Follow-up tasks with a click-to-chat link, tracked to done on the Tasks page

Landing pages, forms and website tracking

Publish hosted pages and forms, embed them on your own site, and link visits to contacts with first-party, consent-aware tracking.

  • Responsive page builder with SEO fields and a Bookings scheduler block
  • Landing pages on your own custom domain
  • Forms with state fields, unticked consent boxes and hidden UTM capture
  • Embed inline, as a pop-up after a delay or on exit intent, or as a floating button
  • Progressive profiling and spam protection without third-party services
  • Form leads inbox to follow up and hand off each submission
  • First-party tracking script that honours Do Not Track and Global Privacy Control

Lead scoring and hand-off

Score contacts on fit and behaviour and pass qualified leads to sales at the threshold you set.

  • Fit and behaviour rules with decay and an MQL threshold
  • Engagement score shared with CRM lead scoring
  • Optional automatic CRM lead creation when a contact becomes an MQL
  • Lifecycle stages from subscriber to customer

WhatsApp and SMS

Draft WhatsApp templates and broadcasts in the app and send them through your WhatsApp Business provider, with consent checked for every recipient.

  • WhatsApp templates checked against Meta categories, languages and limits
  • Broadcasts to lists and segments, limited to contacts with WhatsApp marketing consent
  • Sending through provider APIs such as WATI, Interakt or the Meta Cloud API, or export in their CSV formats with delivery reports imported back
  • Click-to-chat links per contact
  • SMS templates carrying DLT IDs, sent through a DLT-registered provider or exported as CSV
  • Optional approval before a broadcast goes out

Social

Plan posts for each network on a calendar, review them, and publish them directly or through the scheduling tool you already use.

  • Profiles for LinkedIn, Facebook, Instagram, X and YouTube
  • Per-network text with character limits, image and a link with automatic UTM
  • Month and week calendar with drag to reschedule drafts
  • Draft, review, approve and published states with the post URL
  • Direct publishing to social networks, or Buffer and Hootsuite bulk CSV export

Attribution, ROI and reports

See which campaigns produced revenue, at what cost, and how healthy your sending is.

  • First-touch, last-touch, linear, U-shaped and time-decay attribution, side by side
  • Campaign costs picked up from tagged Books expenses and bills, plus manual entries
  • Return per unit spent, net ROI, cost per lead and cost per MQL
  • Campaign performance, funnel, attribution, deliverability, forms, pages and journey reports
  • CSV export of every table
Screens

Marketing in the product

Marketing home with emails sent, open and click rates, a sends-by-week chart, lead sources and items needing attention
Journeys list showing trigger, steps, status and enrolled, completed and goal counts for each automation
Campaign performance report with sends, open and click rates, leads, MQLs, cost per lead and cost per campaign
India

Indian rules, built in

Consent and sending rules follow Indian law and practice, so campaigns can be run with a clear record of who agreed to what.

How Thoshika handles Indian compliance

  • DPDP Act 2023: purpose-specific consent, notice versions, withdrawal, erasure and a grievance contact
  • Age confirmation on forms so marketing purposes are not recorded for children
  • TRAI DLT entity, header and template IDs on SMS, with promotional hours of 10:00 to 21:00 IST
  • WhatsApp templates in English, Hindi and seven other Indian languages
  • IST send windows, +91 mobile validation, Indian states on forms and FY April to March reports
  • Festive templates for Diwali and Pongal or Sankranti
Mobile

Marketing on Android and iOS

Marketing is in the Thoshika app, under the app switcher, for checking results, approving sends and following up leads on the move.

About the mobile apps

On the phone

  • Home with emails sent this month, approvals waiting and open tasks
  • Campaign list and detail with revenue, return per rupee and assets
  • Email list and per-email stats for opens and clicks
  • Approve or reject email sends, social posts and WhatsApp broadcasts
  • Form leads with call, WhatsApp and email buttons, mark followed up and hand off to CRM
  • My tasks for journey follow-ups
Who uses it

Roles in Marketing

Every person signs in once. Roles decide what they see, and can be limited to a location, branch or other scope where the app supports it.

Marketing admin

Sets up sender domains, consent notice, tracking, scoring and approvals, and handles erasure requests.

Marketer

Builds lists, segments, emails, journeys, pages and campaigns, and reads reports.

Sales owner

Receives MQL hand-offs and follows up form leads in CRM or on the mobile app.

Works with

Connected to the rest of Thoshika

Apps share one directory, one sign-in and the same records, so nothing is keyed in twice.

CRM

Contacts sync with CRM leads and contacts, MQLs become CRM leads, and won deals feed attribution.

Books (accounting)

Campaign costs come from tagged Books expenses and bills, and revenue from invoices raised on deals.

Bookings

Webinar and demo bookings trigger journeys, and booking pages can sit inside landing pages and forms.

Sangam (chat and meetings)

Journey steps can post a notification into a Sangam channel.

See Marketing with your own processes

Marketing is available on its own or as part of Thoshika One, with every app for every employee.

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