A. Contact Management 1. Manage and segment contacts to ensure targeted and relevant communication. 2. Import/export through common productivity applications, such as Office 365 3. Centralized, sub account & individual access and ability to easily share contact listing 4. List audience growth support via customizable sign-up forms and/or integration with social media B. Templates 1. Access to variety of templates that can be branded and customized 2. Ability to personalize and target messages based on recipient preferences and needs 3. Editing capabilities, such as drag-and-drop, require minimal design experience to create visually appealing messages. 3. Ability to centrally manage template/campaign access 4. Prefer ability to test for State of Texas and Federal EIR compatibility requirements 5. Support/provides A/B testing to optimize content and improve campaign effectiveness. C. Analytics and Reporting 1. Tracking and analytics to monitor communications effectiveness via minimum measures, such as open, click-through, unsubscribe and bounce rates 2. Provide both high-level (summary) and detailed (individual/user-level) metrics. 3. Report customization a preferred option D. Integration 1. Prefer integration capability with Office 365 and social media platforms such as YouTube, Instagram, LinkedIn, Meta (formerly Facebook) and X (formerly Twitter) 2. Demonstrated integration support of CRM platforms a plus 3. API capability that allows for customization E. Training & Support 1. A comprehensive training package that includes remote learning, materials, documentation and demonstrates an ongoing partnership commitment 2. 24 x 7 technical support to address any issues or concerns promptly 3. Vendor supported community space that facilitates user-to-user exchanges and access to subject matter experts. F. Automation/Artificial Intelligence 1. Ability to schedule and send emails automatically based on user behavior and predefined triggers. 2. Ability to automate common processes 3. AI-assisted content generation G. Billing 1. Consolidated bill for all services/accounts sent to a single address
