Organisation
The top-level container. An organisation owns billing, team members, projects, and audit history. Most customers operate one organisation; agencies and groups operate several.Project
A workspace inside an organisation. A project owns its own users, segments, journeys, campaigns, templates, and providers. Use separate projects to isolate brands, regions, or production-vs-staging workloads.User
A person or account that can be marketed to. Every user has standard identifiers (email, phone) plus arbitrary custom attributes you define. Users can sit in many segments at once.CRM
The sales and account layer around contacts. CRM adds companies, activities, pipeline stages, and saved views so your team can track relationship context alongside marketing data. See CRM for the full guide.Segment
A dynamic audience defined by a query (attributes + behaviour). Membership reflects matching data when the segment is evaluated. You do not maintain segment membership manually.List
A static, named collection of users. Unlike a segment, a list’s membership is set explicitly. Use lists for one-off imports and historical exports.Journey
A visual multi-step automation. Users enter at anentrance node and progress through eleven step types: action (send a message), delay, gate (conditional split), experiment (A/B/n), balancer, throttle (rate-limit a single path), update (patch user attributes), event (emit a tracked event), link (hand off to another journey), exit, and sticky (canvas note). See Journeys for the full breakdown.
Channel
A delivery surface. Spotzee supports email, SMS, push, in-app, and webhooks. Each channel uses a configured provider to do the actual delivery.Provider
The configured service that sends messages. You can connect a supported email or SMS provider; managed delivery depends on your organisation’s configuration.Template
A reusable message body for any channel, with merge tags that resolve from user attributes and event data at send time.Campaign
A one-off send to a segment or list. Campaigns are simpler than journeys when you only need a single broadcast.Event
A behaviour signal sent into Spotzee: a page view, a purchase, a custom action. Events feed segments, trigger journeys, and personalise content.Next
Build a journey
Sequence, branch, test, exit.
Smart segments
Define dynamic audiences.
CRM
Organise contacts, companies, and activity.