Because PeppyBooks marketing shares a database with your billing, every campaign's ROI is measured against actual invoiced revenue — so you double down on what genuinely sells.
Build audiences from actual purchase history.
Multi-step flows across WhatsApp and email.
ROI measured in invoiced revenue, automatically.
Welcome series, win-backs, replenishment reminders and upsell flows — triggered by real behaviour like purchase history and order gaps.
Multi-step journey builder
Triggers from orders, payments and inactivity
Branching on customer behaviour
Quiet hours and frequency caps
Slice customers by what they actually buy, spend and owe — not by form fills — because the segmentation engine reads your invoices.
Segments from purchase history and value
RFM-style customer scoring
Geography, channel and product filters
Dynamic lists that update themselves
Reach customers on WhatsApp and email from the same platform, with templates, opt-in management and per-channel analytics.
WhatsApp and email campaigns
Template management and personalisation
Opt-in/opt-out compliance
Revenue attribution per campaign
Last updated 3 July 2026 · Reviewed by the PeppyBooks product & compliance team
Marketing automation runs repeatable customer communication on triggers and schedules: welcome series, reorder reminders, win-back campaigns and promotional broadcasts across email and WhatsApp. The quality of automation depends entirely on the data underneath — which is why automation built on your actual billing history (what customers really buy, spend and owe) outperforms automation fed by form fills.
Each is measured in invoiced revenue inside PeppyBooks, so you know what actually works.
Campaigns link to actual orders and invoices in the same database, so ROI is invoiced revenue against campaign cost — not proxy metrics.
WhatsApp and email campaigns run natively; SFA follow-ups pick up hot responses.
Yes — orders, payments, and order gaps (e.g. a customer overdue to reorder) can all trigger journeys.
Standalone tools work from imported lists and report clicks. PeppyBooks automation reads live purchase data and reports campaign ROI in invoiced revenue.