Turn the customer data already in CertOS into measurable outreach.
Build reusable audiences, launch Email and SMS campaigns, manage promotions, and connect sources to opportunities and revenue—without maintaining a second customer database.
Create Email or SMS outreach and review performance.
Build reusable groups from live CertOS records.
Manage discounts, targeting and availability.
Connect origin data to opportunities and revenue.
Use one customer record from first contact through campaign response and revenue.
CertOS marketing is built on the same Contacts, Prospects, Students, Instructors and Business Accounts your team already works with. That keeps targeting and attribution connected to the operational system of record.
- Live first-party audiences
- Email, SMS and combined campaigns
- Reusable promotions and promo codes
- Source and attribution taxonomy
- Campaign-to-opportunity and revenue context
Create, schedule and review outreach in one campaign workspace.
Separate drafts, scheduled campaigns, active outreach and completed history while preserving delivery and engagement context.
Choose the audience once, then tailor the content by channel.
Campaign setup can combine Email and SMS while keeping content, audience review and scheduling explicit before launch.
- Saved audience selection
- Email, SMS or both
- Content preview and audience review
- Scheduled or immediate launch
Students with an expiring credential and a usable email address.
248 current contactsCredential renewalBuild reusable groups from live CertOS data.
Combine lifecycle, source, course history, credential expiration and contactability filters so targeting stays current when the underlying records change.
- Prospects, contacts, students, instructors and business accounts
- Lifecycle and attribution filters
- Course-history and credential-expiration filters
- Require email or phone when needed
- Edit, archive and reuse saved segments
Control promotional pricing without losing historical context.
Create percentage or fixed discounts, apply use limits, set date windows and target eligible courses, locations or Business Accounts. Used codes can be deactivated instead of erased.
- Percentage and fixed discounts
- Start and end dates
- Total and per-contact use limits
- Course, location and account targeting
- Active/inactive lifecycle with preserved history
Standardize where demand came from and reuse that language across CRM and Marketing.
Sources can be assigned across Contacts, Business Accounts, Campaigns and Opportunities so the same origin taxonomy follows the relationship into reporting.
Marketing works better when the rest of the operation already knows the customer.
Audience membership, promotions, campaign activity and source attribution can stay connected to CRM, registration, communications and reporting instead of being recreated elsewhere.
Use the same Contacts, Prospects and Business Accounts your sales team already manages.
Campaign delivery can share the same communication history used by operational messages.
Promo codes can apply directly to eligible registration workflows.
Keep source context connected from prospect through opportunity and revenue.
Measure campaign and source performance alongside operational and financial results.
Connect outreach to opportunities and registrations without manual reconciliation.
See CertOS Marketing in the same system that runs training.
Explore how audiences, campaigns, promotions and attribution connect to the rest of the CertOS operation.