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CRMx Features & Benefits

Turn campaign engagement into end-to-end customer journey intelligence

CRMx helps marketing teams understand how customers interact with emails, personalised content, View in Browser pages, CloudPages and websites. Track the complete digital journey from the original email click through to browser activity, session recordings and website engagement.

Everything you need to understand campaign engagement

Analyse engagement visually across email content, CTAs, CloudPages and customer sessions.

SFMC Email Heatmaps

Visualise where subscribers click within Salesforce Marketing Cloud emails across CTAs, images and content blocks.

  • Identify high-performing email areas
  • Find content receiving limited engagement
  • Understand CTA and image performance
  • Analyse individual SFMC sends visually

Email A/B Heatmap Comparison

Compare two email versions side by side and understand why one layout, message or CTA performed better.

  • Compare campaign variants visually
  • Evaluate CTA position and hierarchy
  • Review design and content differences
  • Support evidence-based optimisation

Dynamic & Personalised Email Tracking

Track different dynamic or personalised versions of the same email separately instead of combining every variation into one report.

  • Capture every dynamic content version independently
  • Analyse personalised image, copy and CTA performance
  • Compare engagement by city, country, language or audience
  • Identify which personalisation performs best
  • View separate click reports for every email version

Up to 10 Email Variant Comparisons

Compare multiple email versions side by side, from a simple A/B test through to a ten-version A–J comparison.

  • Compare A/B, A/B/C or larger multivariate campaigns
  • Display up to 10 email versions simultaneously
  • Review separate heatmaps for every version
  • Compare individual CTA click performance
  • Find the best-performing layout and dynamic content

Email Click Intelligence

Transform raw SFMC click information into understandable, ranked and actionable engagement insights.

  • Rank links and CTAs by engagement
  • Analyse click order and click strength
  • Understand time-to-click behaviour
  • Identify the content driving action

CloudPages Heatmaps

See how visitors interact with Salesforce Marketing Cloud CloudPages after leaving the email.

  • Click heatmaps
  • Mouse-movement heatmaps
  • Scroll-depth analysis
  • Desktop and mobile filtering

Session Recordings

Replay real website and CloudPage sessions to discover usability problems and conversion barriers.

  • Observe real customer journeys
  • Identify confusion and hesitation
  • Discover page-level friction
  • Understand post-click behaviour

Reports & Exports

Turn visual campaign intelligence into reports that can be shared with CRM, marketing and leadership teams.

  • Export analysis to Excel
  • Create PDF reports
  • Share insights with stakeholders
  • Support campaign review meetings

Compare up to 10 dynamic or personalised email versions

Analyse each version independently and compare click performance, heatmaps, CTA engagement and content effectiveness across variants A–J.

A B C D E F G H I J
CRMx View in Browser Suite

Close the View in Browser tracking gap

When an email recipient selects the View in Browser link, standard email tracking can lose visibility of what happens next. CRMx VIB Suite bridges this gap by capturing engagement across the browser version of the email and connecting it with the wider customer journey.

Complete VIB Engagement Intelligence

Understand how recipients interact with the browser-rendered version of an email instead of losing tracking visibility after the View in Browser link is selected.

  • VIB email engagement reports
  • Click heatmaps for browser-rendered emails
  • Mouse-movement heatmaps
  • Scroll-depth heatmaps
  • Device, date and page-level filtering
  • Individual VIB email performance analysis

VIB Session Recordings

Replay visitor activity on View in Browser pages to understand reading behaviour, hesitation, interaction patterns and the path taken after leaving the email.

  • Record View in Browser page sessions
  • Observe clicks, scrolling and mouse movement
  • Identify content and usability friction
  • Follow journeys from VIB pages to the website
  • Analyse website activity after the email interaction
  • Create a connected view of the customer experience

VIB A/B Heatmap Testing

Compare browser-rendered email versions side by side and identify which design, CTA, message or content arrangement performs better.

  • Side-by-side VIB heatmap comparisons
  • Compare click, movement and scroll behaviour
  • Review CTA engagement for each version
  • Understand layout and content differences
  • Use visual evidence to improve future campaigns

End-to-End Journey Tracking

Connect engagement across the original email, View in Browser experience, session recording and website visit to understand the complete post-send customer journey.

  • Track the journey from email click to VIB page
  • Capture VIB page interaction and engagement
  • Continue visibility when visitors reach the website
  • Analyse post-click website behaviour
  • Consolidate the journey into actionable reports
  • Understand the complete digital experience

One connected view of the customer journey

Email engagement Recipient receives and interacts with the campaign email.
View in Browser The browser-rendered email is opened and tracked by CRMx.
VIB interaction Clicks, mouse movement and scroll behaviour are captured.
Website activity The journey continues when the visitor reaches the website.
Journey reporting Engagement is connected into end-to-end experience insights.

Designed to support leading marketing automation platforms

Salesforce Marketing Cloud Oracle Eloqua Adobe Marketo Engage Braze HubSpot Other email platforms

Tracking capabilities depend on implementation, consent configuration, browser settings and applicable privacy requirements.

Move from campaign reporting to campaign understanding

Standard email reports show totals. CRMx helps your team understand which specific content, CTA and design elements generated those results.

1

Optimise campaigns faster

Quickly identify what attracted attention and what was ignored without manually analysing multiple reports.

2

Improve CTA placement

Understand whether important calls to action are visible, correctly positioned and generating engagement.

3

Make better design decisions

Use real subscriber behaviour to guide email layout, content hierarchy and creative decisions.

4

Communicate results clearly

Present visual insights that campaign managers, designers and senior stakeholders can understand.

One connected view of engagement

Follow the customer journey from the email click through to CloudPage behaviour and session activity.

Email engagement See which email elements receive clicks.
Variant comparison Compare different email designs visually.
Page interaction Analyse clicks, movement and scroll depth.
Customer sessions Replay journeys and identify friction.

From SFMC data to actionable insight

CRMx provides a straightforward workflow for finding, visualising and comparing campaign engagement.

1

Connect SFMC

CRMx is securely configured with your Salesforce Marketing Cloud environment during onboarding.

2

Find your campaign

Search by email name, Job ID, journey or date range to locate the campaign you need.

3

Visualise engagement

Display click behaviour directly over the email or page design using visual heatmaps.

4

Optimise and report

Apply the findings to future campaigns and share reports with relevant stakeholders.

Useful across the campaign lifecycle

CRMx gives each team a clearer understanding of how customers interact with campaign experiences.

CRM & Campaign Managers

Understand campaign engagement and prioritise improvements for upcoming sends.

Email Designers

See how layout, creative, content hierarchy and CTA placement affect customer behaviour.

Marketing Leaders

Access clear visual reporting that explains campaign performance beyond top-level totals.

See the complete customer journey from email to website

Discover how CRMx tracks standard emails, dynamic versions, View in Browser engagement, session recordings and website activity in one connected customer experience intelligence platform.

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