Agentic AI is currently taking over marketing – at least according to the headlines. 91 percent of marketers use AI today, according to a Jasper survey of 1,400 marketers. But less than a third truly let it work: controlling entire processes instead of just writing individual texts. McKinsey estimates that in the future, up to two-thirds of today’s marketing work could be handled by agents – from prospecting to personalization at individual touchpoints to lead qualification.
Continue reading “Marketing wants to build, Legal hits the brakes: How to still use agentic AI with confidence”Marketing Automation
With Aivie Mobile CRM, you can manage customer contacts and follow-ups on the go. After a meeting, you can capture notes, update a lead’s status, and directly add a reminder to your calendar.
This keeps information current and ensures important next steps aren’t missed, even when you’re not at your desk.
Continue reading “Manage customer contacts and follow-ups on the go”With Aivie, you can reuse content between emails and landing pages. Copy existing components or create central, reusable content that you can use in multiple messages.
This keeps your content consistent, allows for faster updates, and can still appear individualized for each contact.
Continue reading “Reuse Content Between Emails and Landing Pages”In most cases, you should keep click tracking enabled. This lets you see in Aivie which contacts clicked a link in your SMS. Disable it if unchanged links, data protection, or keeping the SMS as short as possible is more important.
Continue reading “Should I disable click tracking for SMS?”Aivie considers a contact eligible for SMS sending as soon as a number is present in the Mobile Phone or Phone field. Whether the message can be delivered as an SMS or is handled differently then depends on the chosen provider and its settings.
Continue reading “Which numbers receive SMS messages?”With Aivie, you can send personalized SMS automatically via campaigns or directly to a segment. For delivery, you connect Aivie with F24/eCall, Twilio, or a custom SMS provider via a webhook.
Continue reading “How do I send an SMS with Aivie?”With the Aivie Bexio integration, you can sync contacts, orders, and invoices between Aivie/Mautic and Bexio. This gets qualified customer data and completed purchases into your business administration without duplicate entry.
This connects marketing, sales, and administration in a traceable process—from the first campaign response to the invoice.
Continue reading “Sync contacts, orders, and invoices with Bexio”At the end of August, Anthropic and Salesforce deepened their partnership under the name “Claudeforce.” From now on, Claude works directly on your Salesforce data—with pre-built sales skills, in Agentforce, and even in Slack. Specifically, Claudeforce is launching with “Salesforce in Claude,” a plugin with 37 pre-built sales skills. This lets you evaluate revenue context, automate pipeline updates, and trigger actions directly from Claude—meeting preparation, deal health checks, or pipeline reviews, all without opening the Salesforce app. It’s currently running with pilot customers, and the open beta is announced for September.
Marc Benioff is bringing two market leaders together, the “#1 AI” and the “#1 CRM.” And honestly: it’s a clever, logical step. An agent working on your data makes a lot of sense. They say data is a company’s gold—but without the right treasure map, you won’t find the treasure. Huge, unused treasures lie dormant in the data lakes of most companies. This is exactly where an AI is strong: it can process this data and present it in the right format.
But: as soon as an AI tool accesses your CRM data that deeply, a series of questions arise that you shouldn’t skip. What exactly goes out? What is used for training—and what isn’t?
Continue reading “Claude meets Salesforce: Why Claudeforce matters for your data”A US court ruling undermines the legal basis on which most marketing tools transfer customer data to the USA – digital sovereignty has thus become a concrete issue for Swiss SMEs in 2026, moving from an abstract topic for federal agencies. Two developments are driving this: a ruling from the USA and a development project in Switzerland.
Continue reading “Digital Sovereignty in Marketing: Why a US Ruling Affects Your Customer Data”2026 is the year of pricing rounds. Almost every major marketing tool has raised prices, reshuffled packages, or cut discounts. For many SMEs, that means the next invoice will be higher—often for features they don’t even use. So it’s worth looking at why prices rise in the first place. And why it can be done differently.
Continue reading “Why everyone is raising prices in 2026—and how open-source marketing automation changes the equation”Nine years ago, I set up an open-source tool for the first time: Mautic. I was sitting at my computer at night working on it—alongside my day job. My goal: I wanted marketing automation that wouldn’t take control of my customer data out of my hands. Today, my entire company is built on it.
Time for an honest assessment: these are the five most important lessons I’ve taken away for myself over these nine years. And honestly: I wish I’d known them earlier.
Continue reading “What Open Source software Mautic taught me over 9 years”In Switzerland, the topic of digital sovereignty is moving further into the political spotlight this year. At the beginning of July, the Canton of Geneva became the first canton ever to adopt an official digital sovereignty strategy. On the same day, it became known that the Confederation’s cyber specialists are deliberately seeking distance from Microsoft. The City of Zurich is testing “openDesk”, an open-source alternative to Microsoft 365, and in Germany the federal government and the states decided with the “Germany Stack” to make open file formats mandatory from 2028.
The driving force behind it: cutting costs and regaining control. The Confederation and the cantons have spent over 1.1 billion Swiss francs on Microsoft licences over the past ten years. In the City of Zurich, Microsoft costs have quadrupled in just seven years. And with the revised Data Protection Act (revDSG), the question of where data is stored and who can access it is no longer a gut feeling—it’s compliance.
Continue reading “Switzerland kicks Microsoft out and now relies on open source”With Aivie you can automatically create personalized PDFs. A personalized landing page in Aivie/Mautic serves as the template. Names, companies, data, and individual content are taken directly from the respective contact when creating.
This creates up-to-date certificates, reports, lead magnets, or offer documents without your team having to edit each document individually.
Continue reading “Automatically create personalized PDFs”Media release from September 2021
Adrian Schimpf from Aivie is part of the Open Source Community Mautic. Mautic is a marketing automation technology. Adrian Schimpf has been working intensively on a new email builder for Mautic in recent months – and has donated the code to the community so that Mautic users worldwide can benefit from it. The technology is used in 188 countries and is available in 35 languages – this now also applies to the new email builder Made in Switzerland.
Continue reading “Swiss email builder in use worldwide: Insights into the open source community”With the Aivie preference center, recipients can manage their email unsubscriptions and communication preferences. The center is already integrated into Aivie/Mautic and can be adapted to your corporate design.
This gives you a clear, easy-to-understand unsubscribe process, protects important transactional messages, and reduces manual effort in contact management.
Continue reading “Manage email unsubscriptions and preferences professionally”With interest-based lead scoring, you can see not only how active a contact is, but also what they’re interested in. Aivie/Mautic groups points by topics, products, or offers—creating a stronger foundation for segmentation and sales follow-ups.
This turns a generic score into a clear interest profile that marketing and sales can use right away.
Continue reading “Interest-based lead scoring: segment contacts more precisely”Campaign statistics and automatic UTM tags share a common goal: to enable traceable evaluation of marketing campaigns from click to result.
Continue reading “Connect Campaign Statistics with Automatic UTM Tags”
Forward relevant messages to Aivie via BCC and automatically save emails in the CRM. Aivie/Mautic recognizes the recipients, assigns the message to the right contacts, and documents the content as a note.
You keep working in Gmail, Outlook, Apple Mail, or your existing email client. Your customer history still stays centralized and traceable for Marketing and Sales.
Continue reading “Automatically save emails in Aivie CRM”In a world where efficiency and cost transparency are crucial in marketing, it is worth taking a closer look at the various channels. Especially for Swiss SMEs with limited marketing budgets, it is essential to deploy resources in a targeted manner. A recent analysis shows: Aivie, the Swiss marketing automation platform, can offer significant cost advantages over traditional marketing channels.
Continue reading “Aivie in a cost comparison of marketing channels: Why marketing automation is often cheaper for Swiss SMEs than traditional marketing channels”Marketing Automation – If Not Now, When?
Marketing Automation is not a new concept – but its relevance has never been as high as it is today. While many companies in Switzerland and worldwide hesitate in the face of economic uncertainty, this very hesitation represents a missed opportunity.
Because: Crises are not only times of saving, but also of strategic reorientation.
Continue reading “Marketing Automation in a Crisis – Why Now is the Right Time”Marketing automation is often seen as just a software solution. However, marketing automation is much more than just a new tool decision. Get started with marketing automation now!
Continue reading “This is Marketing Automation and how your company benefits from it”In 2017, as the founder and CTO of Smolio, I was looking for a solution to automate our sales funnel. In this context, I got to know and love the Mautic Marketing Automation platform. And later founded Aivie to make its advantages easily accessible to other companies.
Continue reading “Why Aivie relies on marketing automation with Mautic: a look behind the scenes”They do it again and again. Year after year. Some even month after month.
This not only attracts numerous customers to their online coaching sessions, training programs and digital products. What’s more, they are building up a solid community. Loyal fans. Enthusiastic recommenders.
Continue reading “3 reasons to include online events in your marketing mix”With Aivie AI you can create marketing emails with AI, personalize them, and review them before sending. The Email Wizard guides you from audience selection through content creation to the ready-to-send message directly in Aivie/Mautic.
You start faster, stay in your familiar workflow, and can focus more strongly on message, offer, and campaign goal.
Continue reading “Create and check marketing emails with AI”Media release July 2021
Whether it’s a simple newsletter or a sophisticated multichannel campaign, the demands on marketing tools are high and companies are becoming more demanding, especially when it comes to handling data.
Data sovereignty becomes more important. Not only because of regulators. But also because of the realization that data is increasingly becoming the company’s real gold. At the same time, the handling of data should become easier. It is precisely this sweet spot that a Swiss company has taken advantage of and recently launched Aivie, a marketing automation tool that makes powerful technology easy and safe to use.
Continue reading “Swiss marketing automation tool Aivie wants to outpace Mailchimp, HubSpot and Co.”Instant calculation of segments and campaigns is now part of the comprehensive Lead Scoring and segmentation workflow in Aivie.
Continue reading “Calculate segments instantly: part of the Lead Scoring workflow”
Our client KENDRIS is a successful trust company. KENDRIS relies on personal relationships and has high quality standards.
Once a year KENDRIS invites its valued customers to the golf course. The experience is important for relationship building. That’s why it’s also important that the surrounding area, i.e. the digital experience, reflects the high quality standards. Reliable, automated event communication ensures that no questions remain unanswered – from registration to directions.
Continue reading “Off to the golf course: Automated campaign for event”With the Cal.com integration, you can automate your appointment booking and connect it directly with your marketing automation. Your contacts independently select a suitable appointment, while Aivie/Mautic assigns the booking to the right contact.
This saves you the back-and-forth of finding a time and keeps the complete customer context in your CRM.
Continue reading “Automate appointment booking with Cal.com and Aivie/Mautic”Forms remain an important trigger in Aivie: an enquiry signals interest, provides contact details, and can directly start the right scoring, segmentation, or campaign.
Continue reading “Forms as triggers in the lead scoring workflow”
With automatic UTM tags and campaign statistics, you can analyze marketing campaigns without manually maintaining tracking parameters for each email. Aivie/Mautic connects consistent links with your campaign’s performance metrics.
This helps you identify more quickly which emails, content, and send times deliver results.
Continue reading “Analyze marketing campaigns with automatic UTM tags”To start with, the question of which software to use for marketing automation is the smaller challenge to getting started. Because most of the time the mindset blocks the implementation. The fear of losing control creeps along somewhere. Or has all that been overcome and it’s simply a matter of getting going? Chris Beyeler, Aivie Partner and agency owner of BEYONDER shows in this post that it’s not that hard.
Continue reading “How to get started with Marketing Automation”Improvements to the spacing and display of email templates are now an integral part of Aivie’s comprehensive email workflow.
Continue reading “Email Template Improvements: Part of the Aivie Email Workflow”
The Tag Manager simplifies contact tag management. The feature remains available and is now integrated as a complementary component within the lead scoring and segmentation workflow.
Continue reading “Contact Tag Management: Part of the Lead Scoring Workflow”
With an RSS feed, you can send blog posts automatically via newsletter. Aivie/Mautic imports new articles from your blog and delivers them to your contacts regularly by email.
This keeps your audience informed while your team spends less time on recurring newsletters.
Continue reading “Send blog posts automatically via newsletter”Intents are the intentions behind the actions of users and customers. If we know the intention of a contact in a certain situation, in a certain context, we can address the contact with currently relevant content. Intent we recognize in the touchpoint, each touchpoint is thereby a learning opportunity. With marketing automation, suitable content is then placed – completely automatically.
We talked with Björn Nagelmann in #scxtalk about opportunities and the challenges of detecting intents in the context of marketing automation.
Continue reading “Recognize intent and learn from touchpoints”Sooner or later the time comes when, with the resources available, the abundance of inquiries/contacts can no longer be dealt with in a reasonable time and with the necessary attention. At the latest now is the time to think about which of your contacts you want to focus on intensively / personally. Lead scoring helps to use the available resources efficiently and to optimize marketing funnels. In this article, we look at how lead scoring can be implemented quickly and easily with Mautic – and what has changed in the new topic-based lead scoring with the Aivie upgrade.
Continue reading “Lead Scoring with Mautic optimizing sales funnels”Our client Falcone Specialities is an international distributor of food ingredients and chemical specialties to the processing industry. The company has been in existence for 10 years and it has made a name for itself with high-quality raw materials. The project resulted in a new website with marketing automation that reflects high-quality standards. With marketing automation, the potential is exploited digitally, leads are generated and customers are processed via the new website.
Continue reading “How your website automatically wins 30 customer projects with Aivie”At the latest since the new European DSGVO came into force, every marketer has asked himself the question: “Single Opt-In vs. Double Opt-In. What is required to comply with DSGVO?”. Both have the advantages and disadvantages. However, especially for end-customer communication, Double Opt-In offers three major advantages for companies compared to Single Opt-In:
- Traceability of customer consent to receive marketing messages
- Improved reputation of the email sender
- Higher quality of the contact list and customer relations
You have put a lot of heart and soul into your website, finally it is live and… nothing happens. Customers were not waiting for you. Does this seem familiar? Then you’re just like a lot of marketers who deal with the question: “How do I turn (website-)visitors into customers? Our answer: with a well thought-through Sales Funnel.
Marketing Automation Tools like Aivie are an important utility for this. Based on the open source marketing automation solution Mautic, Aivie helps you manage your Sales Funnel efficiently. You can find out how to create Sales Funnels with Mautic here.
Continue reading “Creating a Sales Funnel”Marketing automation is used to address customers and guide them automatically through a sales funnel. Every interaction must offer added value so that customers stick with it and take the next step. This applies to digital customer interactions as well as in-person ones. For this, we need the right content in the right place.
Continue reading “Use content efficiently in automated funnels”Does this sound familiar to you? You have a lot of visitors on your website, but they leave only after a short time. You’ve put a lot of time and effort into your landing page, yet conversions are rare. Maybe it’s time to rethink your landing page. Our 5 tips for successful landing pages should help you.
Continue reading “5 tips for successful landing pages”