Oktopost

Oktopost is a B2B social media management platform designed to help enterprises manage content, track the impact of social media on the sales funnel, and drive employee advocacy.

Social Media SchedulingEmployee AdvocacyCRM IntegrationBi-directional Data Sync

Campaign & Content Creation

Tools for designing marketing assets, building forms, and orchestrating automated workflows to engage audiences effectively.

Capability Score
0.94/ 4

Email Design & Creation

Tools designed to facilitate the creation of visually appealing and responsive emails without requiring extensive technical skills. These features streamline the design process and ensure consistent branding.

Avg Score
0.6/ 4
Email Drag-and-Drop Editor
Not Supported0
Oktopost is a social media management and employee advocacy platform that does not offer native email marketing capabilities or a visual drag-and-drop editor for creating email campaigns.
View details & rubric context

An email drag-and-drop editor allows marketers to visually design responsive email templates without writing HTML code, streamlining campaign creation through a user-friendly interface.

What Score 0 Means

The product has no native visual editor for creating emails, requiring users to rely entirely on raw HTML entry or plain text.

Full Rubric
0The product has no native visual editor for creating emails, requiring users to rely entirely on raw HTML entry or plain text.
1Users must rely on importing HTML from third-party builders or using a generic rich-text editor that lacks structural control. Achieving a responsive layout requires manual coding or significant technical effort outside the platform.
2A native drag-and-drop builder is available but offers limited layout flexibility and a restricted set of content blocks. It covers basic design needs but struggles with complex formatting or ensuring consistent rendering across different devices.
3The editor offers a robust, intuitive interface with flexible column structures, granular design controls, and mobile optimization tools. It supports saving custom blocks and integrates seamlessly with the media library for a smooth workflow.
4The feature provides a best-in-class design experience with AI-driven layout suggestions, dynamic content personalization within the visual builder, and built-in testing for client compatibility. It includes advanced collaboration features and automatic code optimization for superior rendering.
HTML Code Editor
Not Supported0
Oktopost is primarily a social media management and employee advocacy platform that does not natively offer email marketing or landing page creation tools, and thus lacks an HTML code editor for these purposes.
View details & rubric context

An HTML code editor allows technical users to directly access, modify, and create raw HTML and CSS for emails and landing pages. This capability ensures pixel-perfect design control and compatibility across various email clients and browsers beyond standard drag-and-drop limitations.

What Score 0 Means

The product has no native capability to view or edit raw HTML code, forcing users to rely exclusively on visual builders.

Full Rubric
0The product has no native capability to view or edit raw HTML code, forcing users to rely exclusively on visual builders.
1Custom HTML can only be utilized by hosting code externally and importing it via API or generic webhooks, with no ability to edit the code directly within the platform interface.
2A native HTML editing window exists, but it functions as a plain text field lacking essential developer tools like syntax highlighting, line numbering, or real-time visual previews.
3The platform provides a fully functional code editor with syntax highlighting, auto-completion, and a split-screen view that renders changes in real-time as code is typed.
4The editor offers a best-in-class development environment with built-in validation for specific email client compatibility (e.g., Outlook), integrated version control, and intelligent snippets for dynamic content personalization.
Email Templates
Not Supported0
Oktopost is a social media management and employee advocacy platform that does not natively offer email marketing capabilities or a template builder for designing and launching email campaigns.
View details & rubric context

Email templates allow marketing teams to design, save, and reuse consistent layouts, ensuring brand compliance and significantly reducing the time required to launch new campaigns.

What Score 0 Means

The product has no native capability to store, manage, or reuse email designs, requiring users to build every campaign layout from scratch.

Full Rubric
0The product has no native capability to store, manage, or reuse email designs, requiring users to build every campaign layout from scratch.
1Templates are only supported by manually importing raw HTML code or integrating with a third-party design tool via API, as there is no native visual builder.
2The platform provides a library of static, pre-built templates where users can swap text and images, but customization is rigid and lacks drag-and-drop flexibility or mobile responsiveness controls.
3A robust drag-and-drop editor enables the creation of fully responsive custom templates, featuring reusable content blocks and a shared library for maintaining team-wide consistency.
4The feature offers AI-driven design suggestions, dynamic content blocks that adapt based on recipient data, and global styling controls that automatically update all templates when brand assets change.
Inbox Preview
Not Supported0
Oktopost is primarily a social media management and employee advocacy platform that does not offer a native email marketing suite, meaning it lacks any built-in capability for email inbox previews.
View details & rubric context

Inbox Preview allows marketers to visualize how email campaigns render across different devices, operating systems, and email clients before deployment, ensuring design consistency and readability.

What Score 0 Means

The product has no native capability to preview emails in specific clients or devices, forcing users to send manual test emails to personal accounts to verify rendering.

Full Rubric
0The product has no native capability to preview emails in specific clients or devices, forcing users to send manual test emails to personal accounts to verify rendering.
1Users must manually export HTML to test in external third-party tools or build custom integrations to fetch screenshots, creating a disjointed workflow.
2Native support provides a generic mobile versus desktop toggle or a simple HTML renderer, but lacks specific simulations for major email clients like Outlook or Gmail.
3The platform includes built-in, production-ready integration with rendering engines (e.g., Litmus), allowing users to test across dozens of specific clients and devices directly within the email editor.
4The system provides real-time, automated rendering analysis across an exhaustive list of clients, proactively identifying code conflicts, accessibility failures, and dark mode issues with one-click optimization suggestions.
Image Editor
Advanced3
Oktopost includes a native image editor that allows users to crop, resize, apply filters, and add text overlays directly within the social media post composer, providing a comprehensive production-ready workflow.
View details & rubric context

An embedded image editor allows marketers to crop, resize, and enhance visuals directly within the campaign builder, eliminating the need for external design tools. This streamlines content creation and ensures visual consistency across emails and landing pages.

What Score 3 Means

A comprehensive built-in editor supports advanced manipulation including filters, text overlays, frames, and color correction directly within the content workflow.

Full Rubric
0The product has no native image editing capabilities, forcing users to fully prepare and optimize images in external software before uploading.
1Image modification requires manual CSS coding for resizing or complex integrations with third-party Digital Asset Management (DAM) APIs to perform edits.
2Native support provides essential tools like cropping, resizing, and rotation, but lacks advanced filters, text overlays, or non-destructive editing features.
3A comprehensive built-in editor supports advanced manipulation including filters, text overlays, frames, and color correction directly within the content workflow.
4The editor includes AI-powered tools for background removal, smart cropping, and generative enhancements, alongside automatic optimization for load times and device compatibility.

Campaign Automation

Core capabilities for orchestrating automated marketing sequences and customer journeys. These tools handle the logic, timing, and execution of messages based on user behavior.

Avg Score
0.9/ 4
Send Time Optimization
Advanced3
Oktopost features a native 'Best Time to Post' capability that uses machine learning to analyze historical engagement data and automatically suggest optimal scheduling times within the social media composer.
View details & rubric context

Send Time Optimization leverages historical engagement data to automatically deliver messages when individual recipients are most likely to open them, maximizing campaign engagement.

What Score 3 Means

Strong, native machine learning functionality predicts the optimal send time for each individual contact based on historical engagement, easily selectable within the campaign builder.

Full Rubric
0The product has no native capability to optimize send times based on recipient behavior, relying solely on immediate or fixed-schedule broadcasting.
1Optimization requires manual segmentation by time zone or building custom API triggers that rely on external data analysis to determine and execute individual send times.
2Native functionality is limited to 'send in recipient's time zone' or broad, static rules, lacking true individual-level behavioral prediction.
3Strong, native machine learning functionality predicts the optimal send time for each individual contact based on historical engagement, easily selectable within the campaign builder.
4Best-in-class predictive AI analyzes vast datasets across multiple channels to dynamically adjust delivery windows in real-time, offering transparent reporting on the specific engagement lift provided.
Drip Campaigns
Basic2
Oktopost provides a native 'Social Drip' feature that allows users to schedule a linear sequence of social media posts over time, but it lacks the advanced visual workflow builders and conditional branching logic typical of dedicated marketing automation platforms.
View details & rubric context

Drip campaigns enable the automated delivery of a series of pre-written messages to prospects or customers over time. This functionality is essential for nurturing leads, onboarding new users, and maintaining consistent engagement without manual effort.

What Score 2 Means

The platform offers a basic linear sequencer that sends emails at fixed time intervals. It lacks conditional branching, behavioral triggers, or the ability to pause/resume based on user actions.

Full Rubric
0The product has no native capability to create automated sequences of messages or emails.
1Automated sequences can only be achieved by connecting external task schedulers or writing custom scripts against the API to trigger individual messages at specific times.
2The platform offers a basic linear sequencer that sends emails at fixed time intervals. It lacks conditional branching, behavioral triggers, or the ability to pause/resume based on user actions.
3A visual workflow builder allows for complex, multi-step campaigns with conditional branching based on recipient behavior (e.g., opens, clicks). It includes comprehensive reporting and easy list segmentation integration.
4The solution features an intelligent, omnichannel journey builder that uses AI to optimize send times and content variations. It dynamically adapts the path based on real-time engagement across email, SMS, and social channels for maximum conversion.
RSS-to-Email
Not Supported0
Oktopost is a social media management platform that lacks native email marketing capabilities, focusing instead on RSS-to-social automation rather than RSS-to-Email newsletters.
View details & rubric context

RSS-to-Email automation allows marketers to automatically trigger and populate newsletters with content directly from a website's RSS feed, streamlining content distribution and ensuring subscribers receive the latest updates without manual campaign creation.

What Score 0 Means

The product has no native capability to ingest RSS feeds or automatically generate email content based on feed updates.

Full Rubric
0The product has no native capability to ingest RSS feeds or automatically generate email content based on feed updates.
1Functionality requires connecting external integration tools (like Zapier) or writing custom scripts to parse XML feeds and trigger emails via API, with no native interface for feed management.
2A native RSS campaign type exists, but it offers rigid scheduling options and limited design flexibility, often restricting the output to a simple, unformatted list of links.
3Users can easily configure recurring RSS campaigns with flexible scheduling (e.g., daily, weekly, or immediate) and utilize a visual editor to style how feed images, descriptions, and titles appear within the email.
4The feature supports advanced logic such as multi-feed aggregation, filtering content by specific tags or categories, and utilizing machine learning to send the digest at the optimal time for each individual subscriber.
Transactional Emails
Not Supported0
Oktopost is a specialized social media management and employee advocacy platform that does not offer native capabilities for sending transactional emails to its users' customers.
View details & rubric context

Transactional emails allow businesses to send automated, non-promotional messages triggered by user actions, such as order confirmations or password resets. This feature ensures critical communications reach the inbox reliably while maintaining consistent branding alongside marketing campaigns.

What Score 0 Means

The product has no native capability to send transactional messages, requiring users to rely entirely on a separate email service provider for operational communications.

Full Rubric
0The product has no native capability to send transactional messages, requiring users to rely entirely on a separate email service provider for operational communications.
1Sending transactional messages is possible only by connecting to a generic SMTP relay or triggering sends via raw API calls, requiring developer resources to manage templates and logs outside the main interface.
2Native support allows for sending basic transactional emails using simple templates, but lacks advanced personalization, dedicated IP management, or detailed deliverability analytics.
3A fully integrated system offers a visual drag-and-drop editor for transactional templates, robust personalization using dynamic data, and comprehensive real-time reporting on delivery and open rates.
4The platform provides a best-in-class infrastructure with automated IP warming, AI-driven send-time optimization, and deep integration with customer profiles to trigger complex, multi-channel transactional workflows based on real-time behavior.
Visual Workflow Builder
Not Supported0
Oktopost lacks a native visual drag-and-drop canvas for designing multi-step automation workflows, instead utilizing list-based rules and relying on integrations with external marketing automation platforms to orchestrate complex customer journeys.
View details & rubric context

A Visual Workflow Builder enables marketers to design, visualize, and execute complex automation sequences using an intuitive drag-and-drop interface. This feature empowers teams to orchestrate multi-step customer journeys and logic branches without requiring technical coding skills.

What Score 0 Means

The product has no visual interface for designing workflows, requiring users to rely on disconnected list-based rules or manual entry.

Full Rubric
0The product has no visual interface for designing workflows, requiring users to rely on disconnected list-based rules or manual entry.
1Automation logic is possible but requires writing custom scripts, utilizing generic webhooks, or piecing together linear rules without a unified graphical canvas.
2A native visual builder exists but is restricted to simple linear sequences with limited branching capabilities and a narrow selection of triggers.
3The platform provides a robust, fully integrated drag-and-drop canvas that supports complex multi-path branching, diverse triggers, and comprehensive action sets out of the box.
4The builder offers best-in-class orchestration with features like nested workflows, AI-driven path optimization, real-time collaboration, and cross-channel visualization.
Behavioral Triggers
Basic2
Oktopost provides native support for triggering actions based on social-specific behaviors like link clicks and lead form submissions through its integrations. However, it lacks the native capability to track broader website interactions or create complex, multi-condition behavioral workflows directly within its own platform.
View details & rubric context

Behavioral triggers allow marketers to automatically initiate campaigns or actions based on specific user interactions, such as website visits, email clicks, or form submissions. This capability ensures timely, relevant engagement that moves leads through the funnel more effectively than static scheduling.

What Score 2 Means

Native support covers standard, high-level actions like email opens, link clicks, or form fills. However, it lacks granularity for specific website interactions or custom events, and conditional logic is often restricted to single-step triggers.

Full Rubric
0The product has no native capability to trigger automation sequences based on user actions or behavioral events.
1Triggers based on user behavior can only be achieved through custom API integration or by setting up external webhooks to push event data into the system. This requires significant technical setup and maintenance.
2Native support covers standard, high-level actions like email opens, link clicks, or form fills. However, it lacks granularity for specific website interactions or custom events, and conditional logic is often restricted to single-step triggers.
3A robust set of native triggers is available, including specific page views, custom events, and rich media engagement. Users can easily build complex, multi-condition workflows directly in the UI that respond to user actions in real-time.
4The platform leverages predictive intelligence and cross-channel identity resolution to trigger actions based on complex behavioral patterns and intent signals. It supports real-time event streaming and granular custom attributes, enabling hyper-personalized automation that anticipates user needs.
Branching Logic
Not Supported0
Oktopost is a social media management platform that lacks a native workflow engine or visual journey builder for branching logic; instead, it captures social engagement data to trigger branching logic within external marketing automation platforms.
View details & rubric context

Branching logic enables marketers to create dynamic customer journeys by routing contacts down different paths based on specific behaviors, demographic data, or interaction history. This capability is essential for delivering personalized experiences and ensuring leads receive the most relevant content at the right time.

What Score 0 Means

The product has no capability to split workflows or campaigns based on user criteria; all contacts must follow a single, linear path regardless of their behavior or data.

Full Rubric
0The product has no capability to split workflows or campaigns based on user criteria; all contacts must follow a single, linear path regardless of their behavior or data.
1Conditional routing is possible only through manual workarounds, such as separating lists before campaign entry or using API webhooks to trigger external logic, requiring significant technical intervention.
2Native support provides basic "Yes/No" splits based on fundamental triggers like email opens or clicks. It lacks support for multi-path branches, complex nested conditions, or deep integration with custom data fields.
3A robust visual builder supports multi-path branching and nested logic based on comprehensive data, including CRM fields, website activity, and custom events, allowing for sophisticated, fully integrated automated journeys.
4The feature offers market-leading intelligence, including AI-driven path optimization, predictive routing based on conversion probability, and the ability to split-test entire branches to automatically determine the most effective customer journey.
Customer Journey Mapping
Not Supported0
Oktopost is a specialized social media management and employee advocacy platform that lacks a dedicated visual canvas for designing and orchestrating multi-step, multi-channel customer journeys, instead relying on integrations with external marketing automation systems to fulfill this function.
View details & rubric context

Customer Journey Mapping provides a visual canvas to design and automate multi-step interactions across various channels, ensuring messages reach audiences at the right moment based on their behavior.

What Score 0 Means

The product has no dedicated visual interface or canvas for designing and managing multi-step customer journeys.

Full Rubric
0The product has no dedicated visual interface or canvas for designing and managing multi-step customer journeys.
1Complex journeys can be approximated by manually linking separate automation rules, scripts, or list triggers, but the process is disjointed, difficult to visualize, and requires significant manual configuration.
2A basic visual builder is provided for simple linear sequences, but it lacks conditional branching logic, supports limited channels, and offers minimal reporting on specific path performance.
3A comprehensive drag-and-drop canvas enables complex, multi-branch workflows with diverse triggers and actions across channels, fully integrated with the core database for immediate activation.
4The solution features AI-driven optimization that suggests next-best actions, predicts path performance, and allows for nested journeys and real-time behavioral adaptation across the entire customer lifecycle.

Testing & Optimization

Functionality dedicated to experimenting with different campaign elements to maximize performance. These features help marketers make data-driven decisions to improve engagement.

Avg Score
0.5/ 4
A/B Testing
Basic2
Oktopost provides native functionality to create and compare multiple variations of social media posts within a campaign, but it lacks automated winner selection and advanced statistical significance calculations found in more robust marketing automation suites.
View details & rubric context

A/B testing enables marketers to compare different versions of emails, landing pages, or workflows to identify which elements drive higher engagement and conversions. By leveraging data-driven insights, teams can systematically optimize content performance rather than relying on intuition.

What Score 2 Means

Basic A/B testing is supported natively but is limited to single variables like subject lines or send times. The feature lacks automated winner selection or statistical significance calculation, requiring manual monitoring.

Full Rubric
0The product has no native functionality to split audiences or traffic for the purpose of comparing content variations.
1Testing is possible only through manual workarounds, such as manually splitting contact lists into separate segments and sending distinct campaigns, followed by aggregating performance data in external spreadsheets.
2Basic A/B testing is supported natively but is limited to single variables like subject lines or send times. The feature lacks automated winner selection or statistical significance calculation, requiring manual monitoring.
3Robust testing capabilities allow for multivariate experiments on content blocks, design layouts, and send times. The system includes automated winner selection based on pre-set criteria and provides clear statistical confidence reporting.
4The platform offers market-leading optimization using multi-armed bandit algorithms or AI to dynamically route traffic to winning variations in real-time. It supports complex, cross-channel journey testing and provides predictive insights into future performance.
Multivariate Testing
Not Supported0
Oktopost is a social media management and employee advocacy platform that does not natively offer email marketing or landing page creation tools, meaning it lacks the functionality to perform multivariate testing on those specific campaign assets.
View details & rubric context

Multivariate testing enables marketers to experiment with multiple variables simultaneously within emails or landing pages to identify the highest-performing combination of elements. This optimization ensures campaigns deliver maximum engagement and conversion rates by scientifically validating design and copy choices.

What Score 0 Means

The product has no native functionality for multivariate testing or splitting traffic to test different campaign variations.

Full Rubric
0The product has no native functionality for multivariate testing or splitting traffic to test different campaign variations.
1Users must rely on complex workarounds, such as manually splitting lists and duplicating campaigns to test variations, or integrating external testing tools via custom code injection.
2Basic testing is available, typically limited to simple A/B splits on a single variable (like subject lines) rather than true multivariate combinations, with limited reporting on statistical significance.
3A fully integrated multivariate testing engine allows users to test multiple variables (images, copy, layout) simultaneously, automatically calculating statistical significance and deploying the winning variation to the remaining audience.
4The platform utilizes AI-driven "multi-armed bandit" algorithms to dynamically optimize traffic distribution in real-time during the test, minimizing wasted impressions on losing variations while offering granular insights into how specific element combinations impact distinct audience segments.
Dynamic Content
Not Supported0
Oktopost is a social media management platform where posts are inherently static for all viewers; it lacks native capabilities to dynamically swap text or images for individual recipients based on CRM or segmentation data.
View details & rubric context

Dynamic content enables marketers to personalize messages by automatically swapping text, images, or offers based on individual recipient data. This capability ensures that every communication is relevant to the specific viewer, significantly improving engagement rates.

What Score 0 Means

The product has no native capability to personalize or alter content blocks based on recipient data or segmentation rules.

Full Rubric
0The product has no native capability to personalize or alter content blocks based on recipient data or segmentation rules.
1Dynamic personalization requires manual coding using complex scripting languages (e.g., Liquid, Velocity) or heavy reliance on APIs to inject custom HTML, with no visual interface for marketers.
2Native support is available but limited to basic merge tags or simple 'show/hide' logic for entire content blocks based on single-field criteria, often lacking robust preview tools.
3A fully integrated visual editor allows users to create complex, multi-criteria rules for swapping text and images, complete with the ability to preview content exactly as specific segments will see it.
4The platform leverages AI to predictively serve the most effective content variations in real-time and supports external data feeds (e.g., live inventory, weather) for hyper-personalized experiences across channels.
Frequency Capping
Not Supported0
Oktopost is primarily a social media management and employee advocacy platform that focuses on broadcast posting rather than direct 1-to-1 communication channels like email or SMS, and therefore lacks a native mechanism to limit message frequency to individual contacts.
View details & rubric context

Frequency capping limits the number of marketing messages a contact receives within a set timeframe to prevent audience fatigue. This feature ensures communication remains relevant and reduces unsubscribe rates by maintaining a balanced outreach cadence.

What Score 0 Means

The product has no built-in mechanism to limit the number of messages sent to a contact over a specific period.

Full Rubric
0The product has no built-in mechanism to limit the number of messages sent to a contact over a specific period.
1Users must manually track send counts using custom fields or external scripts, then build complex suppression logic into every campaign workflow to prevent over-sending.
2Native support allows for a global limit (e.g., one email per day) applied to the entire database, but lacks granularity for specific channels, message types, or rolling time windows.
3The system offers flexible capping rules configurable by channel (email, SMS) and category, allowing marketers to define specific limits (e.g., 3 emails per week) that automatically suppress excess sends.
4Intelligent frequency capping utilizes machine learning to dynamically adjust limits based on individual engagement history, automatically prioritizing high-value messages while preventing burnout without manual rule-setting.

Forms & Surveys

Mechanisms for capturing direct input and feedback from prospects and customers. These tools are essential for list building and understanding customer sentiment.

Avg Score
0.3/ 4
Progressive Profiling
Not Supported0
Oktopost is primarily a social media management and employee advocacy platform that lacks native form-building capabilities with dynamic field logic; it relies on integrations with external marketing automation platforms to manage lead data and progressive profiling.
View details & rubric context

Progressive profiling enables marketers to collect lead data incrementally over multiple interactions, replacing long forms with dynamic questions that adapt to known information. This approach reduces friction to increase conversion rates while gradually building detailed contact records.

What Score 0 Means

The product has no native capability to dynamically alter form fields based on known data; forms are static and display the same fields to every visitor regardless of their history.

Full Rubric
0The product has no native capability to dynamically alter form fields based on known data; forms are static and display the same fields to every visitor regardless of their history.
1Dynamic field logic can be achieved but requires custom JavaScript, heavy use of APIs to check existing records, or manual creation of multiple form versions with complex redirect logic.
2Basic native support allows hiding fields if a value already exists, but lacks a structured queue system. Marketers must manually configure logic on individual forms, making it difficult to scale across campaigns.
3A robust, out-of-the-box feature allows users to define global or campaign-specific field queues. The system automatically cycles through questions as data is collected, ensuring the next most important field is always presented.
4Best-in-class implementation optimizes questions dynamically based on predictive lead scoring or data enrichment gaps. It works seamlessly across forms, chatbots, and pop-ups, providing analytics on which questions drive the highest engagement.
Form Builder
Not Supported0
Oktopost is a specialized social media management and employee advocacy platform that does not offer a native web form builder; it instead integrates with external marketing automation platforms and social lead ads to track and sync lead data.
View details & rubric context

A Form Builder enables marketers to design and deploy web forms that capture lead information directly into the database. This capability is critical for converting website traffic into actionable contacts through streamlined data collection.

What Score 0 Means

The product has no native functionality to create, host, or manage web forms for data collection.

Full Rubric
0The product has no native functionality to create, host, or manage web forms for data collection.
1Lead capture is possible only by building forms externally and connecting them via generic APIs or webhooks, requiring significant developer resources to map fields and handle submissions.
2A basic editor allows for simple form creation with standard fields and limited styling. It lacks advanced features like conditional logic, multi-step layouts, or deep validation rules.
3The feature offers a robust drag-and-drop builder with conditional logic, hidden fields, and seamless embedding options. It integrates fully with automation workflows to trigger actions immediately upon submission.
4The system provides a market-leading builder with progressive profiling, dynamic field pre-filling, and built-in A/B testing. It optimizes conversion rates automatically through intelligent validation and behavioral context.
Pop-up Forms
Not Supported0
Oktopost is a social media management and employee advocacy platform that lacks native capabilities for creating, managing, or displaying website pop-up forms or overlays.
View details & rubric context

Pop-up forms enable marketers to capture leads and deliver targeted messages based on visitor behavior, driving list growth and higher conversion rates. This functionality allows for timely engagement through modals, slide-ins, and banners directly on web pages.

What Score 0 Means

The product has no native capability to create, manage, or display pop-up forms or overlays.

Full Rubric
0The product has no native capability to create, manage, or display pop-up forms or overlays.
1Pop-up functionality requires embedding standard static forms into custom HTML/JavaScript wrappers or using a third-party tool connected via API. Triggers and display logic must be coded manually.
2Native support includes a simple editor with a few fixed templates and basic triggers like time delay. Design customization is limited, and forms lack dynamic connection to existing user data.
3A comprehensive visual builder supports various form types (exit-intent, scroll-box) with granular targeting rules based on URL, device, or referral source. Data flows instantly into automation workflows without manual mapping.
4The system utilizes behavioral intelligence to personalize form content and timing dynamically for every visitor. It includes built-in A/B testing, multi-step logic, and gamification features that maximize conversion rates with minimal setup.
Gated Content
Basic2
Oktopost provides native social lead generation forms that allow marketers to capture lead data before redirecting users to a download link, but it lacks advanced features like progressive profiling or native asset hosting and security.
View details & rubric context

Gated content functionality allows marketers to require lead information exchange before granting access to high-value assets like whitepapers or webinars, serving as a critical mechanism for lead generation and qualification.

What Score 2 Means

Native support allows for simple form-based gating where a user is redirected to a download link after submission, but it lacks advanced security, progressive profiling, or granular access controls.

Full Rubric
0The product has no native capability to restrict access to hosted files or pages based on form submission or visitor identity.
1Users must manually configure redirects using custom scripts or rely on third-party form tools to hide content, requiring significant technical effort to secure assets effectively.
2Native support allows for simple form-based gating where a user is redirected to a download link after submission, but it lacks advanced security, progressive profiling, or granular access controls.
3The platform provides a comprehensive system for managing gated assets, featuring progressive profiling, auto-filling for known leads, and integrated reporting on download engagement without complex setup.
4A best-in-class implementation offers intelligent gating that dynamically adjusts form length based on lead score, supports "smart" SEO indexing (allowing bots while gating humans), and provides predictive content recommendations upon unlock.
Survey Builder
Not Supported0
Oktopost is a specialized social media management and employee advocacy platform that does not offer a native survey builder or form creation tool for direct customer feedback collection.
View details & rubric context

A Survey Builder enables the creation and distribution of questionnaires to capture direct customer feedback and preferences. This functionality is crucial for enriching user profiles, triggering personalized follow-ups based on responses, and measuring sentiment directly within marketing campaigns.

What Score 0 Means

The product has no native capability to create surveys or forms designed specifically for feedback collection.

Full Rubric
0The product has no native capability to create surveys or forms designed specifically for feedback collection.
1Surveys can be simulated using standard web forms with custom CSS or by connecting external survey tools via generic APIs and webhooks, requiring manual data mapping to sync responses.
2A basic native survey tool is available with limited question types and simple styling, but it lacks essential features like logic branching or deep integration with the contact database.
3The feature includes a robust drag-and-drop builder with conditional branching logic, diverse question types, and seamless integration where responses automatically update contact records and trigger automation workflows.
4The system offers a best-in-class survey engine with multi-channel distribution, AI-driven sentiment analysis, and complex logic that drives dynamic segmentation and real-time personalized experiences based on user feedback.
Net Promoter Score
Not Supported0
Oktopost is a specialized social media management and employee advocacy platform that does not offer native functionality for creating, distributing, or tracking Net Promoter Score surveys.
View details & rubric context

Net Promoter Score (NPS) functionality enables organizations to measure customer loyalty and sentiment through standardized surveys, allowing teams to identify promoters and detractors to inform retention strategies.

What Score 0 Means

The product has no native capability to create, send, or track Net Promoter Score surveys.

Full Rubric
0The product has no native capability to create, send, or track Net Promoter Score surveys.
1NPS data collection requires integrating external survey tools via generic webhooks or building custom HTML forms that do not natively calculate or store scores within the marketing database.
2A basic NPS survey module is available, allowing for simple email-based collection and raw score calculation, but lacks options for in-app delivery, styling customization, or automated follow-up actions.
3The platform includes a robust NPS feature set with multi-channel delivery (email, web, in-app), automated score calculation, and the ability to trigger specific marketing workflows based on the response.
4Best-in-class NPS capabilities include predictive analytics, AI-powered sentiment analysis of text feedback, and sophisticated closed-loop automation that dynamically routes feedback to customer success or sales teams for immediate resolution.

Landing Pages & SEO

Features for creating and optimizing web destinations designed to convert traffic. This includes design tools and technical optimizations for search engine visibility.

Avg Score
1.0/ 4
Landing Page Builder
Not Supported0
Oktopost is a specialized social media management and employee advocacy platform that does not offer a native landing page builder, instead focusing on integrating social data with external marketing automation and CRM systems.
View details & rubric context

A Landing Page Builder empowers marketers to design, publish, and optimize conversion-focused web pages rapidly without requiring developer resources.

What Score 0 Means

The product has no native capability to create, edit, or host landing pages.

Full Rubric
0The product has no native capability to create, edit, or host landing pages.
1Landing pages can be supported through custom HTML uploads or by connecting external pages via API to capture form data, but no visual editor exists.
2A basic visual editor is available with a few static templates, but it lacks drag-and-drop flexibility, advanced styling options, or mobile optimization tools.
3The platform includes a robust drag-and-drop builder with responsive templates, built-in A/B testing, and seamless integration with automation workflows.
4The builder provides market-leading capabilities such as AI-generated content, dynamic personalization based on visitor segments, and predictive conversion analytics.
Microsites
Not Supported0
Oktopost is a social media management and employee advocacy platform that lacks native capabilities for building, hosting, or managing standalone microsites.
View details & rubric context

Microsites allow marketers to deploy targeted, standalone web experiences for specific campaigns or events without relying on developer resources. This capability enables focused messaging, custom branding, and granular engagement tracking separate from the main corporate website.

What Score 0 Means

The product has no native capability to create, host, or manage standalone microsites.

Full Rubric
0The product has no native capability to create, host, or manage standalone microsites.
1Microsites must be hosted on an external platform or CMS, requiring manual integration of tracking scripts and forms via custom code or generic webhooks to capture data.
2Native support allows for creating basic multi-page sites, but design options are limited to rigid templates. Managing navigation, global headers/footers, and custom domains requires significant manual configuration.
3A robust visual builder enables the creation of fully branded, multi-page microsites with shared navigation and global assets. The feature includes seamless custom domain management, integrated forms, and standard SEO controls out of the box.
4The platform offers intelligent microsite generation with dynamic content personalization based on visitor segments. It includes advanced capabilities like site-wide A/B testing, AI-driven design assistance, and deep revenue attribution reporting.
SEO Recommendations
Not Supported0
Oktopost is a social media management platform focused on social publishing and advocacy; it does not provide native SEO analysis or technical audit recommendations for content optimization.
View details & rubric context

SEO recommendations provide actionable insights and technical audits to optimize content for search engines, helping marketers increase organic traffic and visibility directly within their content creation workflows.

What Score 0 Means

The product has no built-in SEO analysis or recommendation capabilities, requiring users to rely entirely on external tools for search engine optimization.

Full Rubric
0The product has no built-in SEO analysis or recommendation capabilities, requiring users to rely entirely on external tools for search engine optimization.
1SEO data can be ingested via generic APIs or third-party plugins, but users must manually configure connections or build custom dashboards to view recommendations alongside their content.
2Native SEO recommendations are limited to basic metadata checks (like title length or meta descriptions) and simple keyword presence validation without deeper semantic analysis or competitor context.
3The platform offers comprehensive SEO recommendations integrated into the content editor, providing real-time feedback on readability, keyword density, internal linking, and technical compliance without requiring external plugins.
4AI-driven SEO recommendations proactively suggest content topics, predict ranking potential based on competitor analysis, and automatically optimize content structure and metadata for maximum search visibility.
Custom Domains
Advanced3
Oktopost provides native support for multiple custom vanity URLs with automated SSL provisioning and a guided setup process, ensuring brand consistency across all social tracking links.
View details & rubric context

Custom domains allow organizations to host landing pages, email tracking links, and assets on their own branded URLs, ensuring brand consistency and improving trust with recipients.

What Score 3 Means

The platform supports multiple custom domains with a guided setup wizard and automated SSL provisioning (e.g., Let's Encrypt), applying branding seamlessly across landing pages and email links.

Full Rubric
0The product has no capability to white-label URLs; all public-facing assets must be hosted on the vendor's generic or shared domain.
1Branded domains are possible only through complex workarounds like setting up reverse proxies, manual server-side redirects, or embedding content via iframes, requiring significant IT intervention.
2Native support exists for connecting a basic subdomain, but the setup requires manual DNS verification and often lacks automated SSL certificate management or full coverage for email tracking links.
3The platform supports multiple custom domains with a guided setup wizard and automated SSL provisioning (e.g., Let's Encrypt), applying branding seamlessly across landing pages and email links.
4Best-in-class implementation features one-click integration with major domain registrars, support for root domains and unlimited subdomains, and advanced security configurations like HSTS and custom headers.
Mobile-Responsive Design
Basic2
Oktopost provides native mobile responsiveness for its social landing pages and lead generation forms through automatic layout stacking, but it lacks the granular styling controls and element-specific visibility settings found in dedicated marketing automation suites.
View details & rubric context

Mobile-responsive design ensures that marketing assets like emails, landing pages, and forms automatically adapt their layout and formatting to fit smartphones and tablets. This capability is essential for maximizing engagement and conversion rates among the significant portion of audiences accessing content on mobile devices.

What Score 2 Means

Native support exists through basic automatic stacking of content columns, but users lack granular control over padding, font sizes, or the ability to hide specific elements on mobile views.

Full Rubric
0The product has no native capability to optimize content for mobile devices, resulting in assets that render as desktop versions and display poorly on smaller screens.
1Achieving mobile responsiveness is possible but requires manual coding of HTML and CSS media queries, forcing marketers to rely on developer resources rather than the visual editor.
2Native support exists through basic automatic stacking of content columns, but users lack granular control over padding, font sizes, or the ability to hide specific elements on mobile views.
3The platform offers a robust visual editor with built-in mobile preview modes, allowing users to adjust styling, hide elements, and reorder content specifically for mobile devices without coding.
4The solution provides best-in-class mobile optimization with features like AI-driven layout adjustments, AMP support, and integrated rendering tests across a vast library of specific device and email client combinations.

Asset Management

A centralized system for organizing and storing digital media used in campaigns. This ensures teams have easy access to approved brand assets.

Avg Score
2.8/ 4
Asset Management
Advanced3
Oktopost provides a robust native Media Library that is fully integrated into its social publishing workflow, supporting nested folders, tagging, global search, and integrations with external tools like Canva and stock libraries.
View details & rubric context

Asset Management provides a centralized repository for organizing, storing, and retrieving digital files like images and documents used in marketing campaigns. This capability streamlines content creation by ensuring teams have immediate access to approved brand assets directly within the platform.

What Score 3 Means

A robust, native asset library is fully integrated into email and landing page editors, supporting nested folders, drag-and-drop uploads, global search, and basic image manipulation tools.

Full Rubric
0The product has no native file storage or library capabilities, forcing users to host images externally and manually paste URLs into templates.
1Asset storage is managed through third-party cloud integrations or generic APIs, requiring users to switch contexts or build custom connectors to access files within the marketing interface.
2A basic file manager exists with simple upload and list-view functionality. Organization is limited to a flat structure or basic folders, lacking search, tagging, or bulk management tools.
3A robust, native asset library is fully integrated into email and landing page editors, supporting nested folders, drag-and-drop uploads, global search, and basic image manipulation tools.
4The platform includes enterprise-grade Digital Asset Management (DAM) features such as AI-powered auto-tagging, version control, dynamic image optimization, and built-in integrations with stock photo libraries.
File Hosting
Advanced3
Oktopost features a native Media Gallery that supports folder organization, tagging, and bulk uploads, allowing users to manage and reuse assets across social campaigns seamlessly.
View details & rubric context

File hosting enables marketers to upload, store, and organize digital assets like images and documents directly within the platform for seamless use in campaigns. This functionality streamlines content creation and allows for the tracking of asset downloads and engagement.

What Score 3 Means

Strong, fully-integrated file manager with folder hierarchies, robust search, and CDN support. Users can easily bulk upload, perform basic image edits, and replace files without breaking existing links across live campaigns.

Full Rubric
0The product has no native capability to store or host files. Users must host assets on external servers and manually paste URLs into emails or landing pages.
1File hosting can be achieved by connecting to third-party storage providers (like AWS S3 or Google Drive) via generic APIs or webhooks, but requires custom development to retrieve and display assets within the interface.
2Native support exists but is limited to a flat list of uploaded files without folder organization or search capabilities. It covers basic storage needs but lacks versioning, editing tools, or high-volume management features.
3Strong, fully-integrated file manager with folder hierarchies, robust search, and CDN support. Users can easily bulk upload, perform basic image edits, and replace files without breaking existing links across live campaigns.
4Best-in-class implementation functioning as a lightweight Digital Asset Management (DAM) system with AI auto-tagging, version history, and deep engagement analytics. It automatically optimizes media formats for different devices and offers dynamic content serving based on user segments.
Video Hosting
Basic2
Oktopost allows users to natively upload and manage video files within its media library for social media distribution, but it lacks advanced hosting features like adaptive streaming and the ability to trigger automation workflows based on granular viewer metrics such as watch time.
View details & rubric context

Video hosting capabilities allow marketers to upload, manage, and stream video content directly within the platform to drive engagement. This feature is essential for tracking viewer behavior, triggering automation workflows based on watch time, and seamlessly embedding rich media into campaigns.

What Score 2 Means

Native video upload is supported, but functionality is limited to basic storage and playback without adaptive streaming or detailed analytics. Users can embed videos in assets, but cannot easily trigger complex automations based on specific viewer behaviors.

Full Rubric
0The product has no native capability to host, stream, or manage video files directly within the system.
1Video integration relies on external hosting providers (e.g., YouTube, Vimeo) where users must manually paste embed codes. Tracking viewer engagement or triggering automations based on watch time requires custom JavaScript or complex API connections.
2Native video upload is supported, but functionality is limited to basic storage and playback without adaptive streaming or detailed analytics. Users can embed videos in assets, but cannot easily trigger complex automations based on specific viewer behaviors.
3The platform offers a fully integrated video player with detailed analytics on watch time and drop-off rates. Video engagement data is natively mapped to contact records, allowing for immediate lead scoring, segmentation, and workflow triggering based on viewing behavior.
4The solution provides a best-in-class video suite with interactive features like in-video lead forms, CTAs, and personalized video generation. It includes advanced SEO tools for video, AI-generated transcripts, and deep attribution modeling to tie video consumption directly to revenue.
Brand Consistency Tools
Advanced3
Oktopost provides robust brand governance through a centralized media library and multi-level approval workflows that ensure all social content and employee advocacy posts adhere to corporate guidelines before publication.
View details & rubric context

Brand consistency tools ensure that all marketing communications adhere to corporate identity guidelines by centralizing asset management and enforcing style rules. This capability is essential for maintaining a unified brand voice across distributed teams and high-volume campaigns.

What Score 3 Means

Robust controls allow administrators to lock specific regions of templates, enforce global style sheets, and restrict image libraries to ensure all outgoing content is brand-compliant.

Full Rubric
0The product has no native features for defining brand guidelines, saving color palettes, or enforcing design constraints.
1Enforcing brand standards requires manual code injection (CSS/HTML) for every template or building custom middleware to validate assets against an external brand repository.
2Basic functionality allows users to save a default color palette and logo, but there are no mechanisms to lock template elements or prevent users from overriding styles.
3Robust controls allow administrators to lock specific regions of templates, enforce global style sheets, and restrict image libraries to ensure all outgoing content is brand-compliant.
4Best-in-class governance includes multi-brand support, AI-assisted design guardrails that auto-correct violations, and global asset replacement that updates live content instantly.

Multi-channel Engagement

Features that extend marketing reach and execution across social media, mobile devices, advertising networks, and offline channels.

Capability Score
1.30/ 4

Social Media Management

A suite of tools to manage organic social presence, from publishing content to monitoring brand conversations. This centralizes social efforts within the broader marketing platform.

Avg Score
3.5/ 4
Social Media Scheduling
Best4
Oktopost provides a market-leading scheduling suite that includes AI-powered optimal posting times, automated evergreen content recycling via its Autoposter, and deep integration with CRM systems to track social media's direct impact on the sales funnel.
View details & rubric context

Social media scheduling enables marketing teams to plan, organize, and automatically publish content across multiple platforms from a centralized interface. This functionality ensures consistent brand presence and operational efficiency by removing the need for manual, real-time posting.

What Score 4 Means

The system leverages AI to automatically select optimal posting times and recycle evergreen content, offering deep integration with campaign ROI tracking and predictive engagement analytics.

Full Rubric
0The product has no native capability to schedule or publish content to social media networks.
1Users must rely on external automation tools (like Zapier) or build custom connections to social media APIs to achieve scheduling, resulting in a disjointed workflow.
2The platform provides a simple scheduler for one or two major networks with a basic list or calendar view, but lacks support for bulk actions, media previews, or channel-specific customization.
3A robust visual calendar supports drag-and-drop scheduling across all major social networks with features for bulk uploading, approval workflows, and platform-specific post previews.
4The system leverages AI to automatically select optimal posting times and recycle evergreen content, offering deep integration with campaign ROI tracking and predictive engagement analytics.
Social Listening
Advanced3
Oktopost provides a native social listening suite that includes sentiment analysis, multi-platform monitoring, and the ability to trigger workflows by syncing social engagement data directly with CRM and marketing automation platforms.
View details & rubric context

Social listening enables teams to monitor digital conversations across social platforms to track brand sentiment, competitor activity, and industry trends. This insight allows for proactive engagement and data-driven adjustments to marketing campaigns based on real-time audience feedback.

What Score 3 Means

The platform provides comprehensive monitoring across all major social networks with built-in sentiment analysis, direct engagement tools within the UI, and the ability to trigger automation workflows based on specific social interactions.

Full Rubric
0The product has no built-in functionality to monitor social media channels, track keywords, or analyze brand mentions.
1Social data can only be incorporated by manually exporting/importing from third-party tools or by building complex custom integrations to ingest social feeds via generic APIs.
2Native monitoring is available for a limited set of networks (e.g., X/Twitter, LinkedIn) with simple keyword matching, but it lacks sentiment scoring, historical data, or deep filtering capabilities.
3The platform provides comprehensive monitoring across all major social networks with built-in sentiment analysis, direct engagement tools within the UI, and the ability to trigger automation workflows based on specific social interactions.
4Features industry-leading AI that detects trends before they peak, analyzes image-based mentions (visual listening), and correlates social sentiment directly with pipeline velocity and revenue attribution models.
Social Analytics
Advanced3
Oktopost provides robust, out-of-the-box reporting that tracks engagement and conversions, specifically excelling at attributing social interactions to individual lead profiles within CRM and marketing automation systems.
View details & rubric context

Social Analytics tracks and reports on engagement metrics, audience growth, and campaign performance across connected social media platforms. This data enables marketing teams to measure the ROI of social efforts and optimize content strategies based on real-time feedback.

What Score 3 Means

The platform provides robust, out-of-the-box dashboards tracking engagement, clicks, and conversions across major networks, linking social interactions directly to individual lead profiles.

Full Rubric
0The product has no native capability to track or report on social media metrics, requiring users to rely entirely on external tools or the social platforms themselves.
1Social data aggregation is possible only through complex API integrations or manual data exports, requiring custom development to visualize metrics alongside other marketing data.
2Native reporting exists but is limited to basic vanity metrics (likes, shares) for posts published via the tool, lacking depth in conversion tracking or historical analysis.
3The platform provides robust, out-of-the-box dashboards tracking engagement, clicks, and conversions across major networks, linking social interactions directly to individual lead profiles.
4Analytics are market-leading with AI-driven sentiment analysis, competitive benchmarking, and predictive insights that automatically recommend content adjustments to maximize reach and ROI.
Employee Advocacy
Best4
Oktopost provides a market-leading employee advocacy solution featuring a dedicated mobile app, advanced gamification with leaderboards, and deep attribution modeling that tracks the impact of employee shares on lead generation and revenue within CRM systems.
View details & rubric context

Employee advocacy features enable organizations to curate approved content that staff can easily share across their personal social networks. This amplifies brand reach and credibility by leveraging the authentic voices of the workforce.

What Score 4 Means

The solution features intelligent content curation, advanced gamification with leaderboards, mobile-first workflows, and deep attribution modeling that links employee shares directly to lead generation and revenue.

Full Rubric
0The product has no native capability for curating content for employee sharing or tracking internal advocacy efforts.
1Teams can achieve advocacy goals only by manually distributing links via email or building custom API connections to external social sharing tools, resulting in disjointed tracking and high friction.
2The platform offers a simple internal board or email digest where admins post content, but sharing often requires manual copy-pasting or lacks granular tracking and gamification features.
3A dedicated, integrated portal allows employees to connect social accounts and share pre-approved content with one click, complete with native analytics and basic engagement metrics.
4The solution features intelligent content curation, advanced gamification with leaderboards, mobile-first workflows, and deep attribution modeling that links employee shares directly to lead generation and revenue.

Mobile & Multi-channel

Features that extend marketing reach beyond email to mobile devices and messaging apps. This ensures engagement with audiences on their preferred personal channels.

Avg Score
0.0/ 4
SMS Marketing
Not Supported0
Oktopost is a specialized B2B social media management platform that does not offer native SMS marketing capabilities or pre-built integrations with SMS gateways, as its focus is exclusively on social channels and employee advocacy.
View details & rubric context

SMS Marketing enables the sending of promotional campaigns, alerts, and personalized updates directly to mobile devices via text message. This high-engagement channel allows for immediate communication and integrates into broader omnichannel strategies to reach audiences where they are most active.

What Score 0 Means

The product has no native capability to send SMS messages and lacks pre-built integrations with third-party SMS gateways.

Full Rubric
0The product has no native capability to send SMS messages and lacks pre-built integrations with third-party SMS gateways.
1SMS functionality is not native; users must rely on generic webhooks, API calls, or third-party middleware (like Zapier) to trigger text messages through external providers like Twilio.
2Native SMS support is available but limited to basic bulk blasts or simple transactional alerts, lacking advanced personalization, two-way interaction, or deep workflow integration.
3SMS is a fully integrated channel within the automation builder, allowing for personalized messages, keyword triggers, two-way conversations, and seamless coordination with email campaigns.
4The platform offers best-in-class SMS capabilities with AI-driven send optimization, unified conversational inboxes, smart compliance management, and rich media support (MMS) for maximum engagement.
Push Notifications
Not Supported0
Oktopost is a social media management and employee advocacy platform that lacks native capabilities for marketers to create, schedule, or send mobile or web push notifications to their end customers.
View details & rubric context

Push notifications enable marketers to deliver real-time, high-visibility alerts directly to a user's mobile device or web browser. This feature is essential for driving immediate engagement, re-activating dormant users, and delivering time-sensitive transactional updates.

What Score 0 Means

The product has no native capability to create, schedule, or send mobile or web push notifications.

Full Rubric
0The product has no native capability to create, schedule, or send mobile or web push notifications.
1Sending push notifications requires integrating with external delivery services (e.g., FCM, APNs) via generic webhooks or custom API code, with no native UI for message composition or audience selection.
2The platform includes a basic editor for sending standard text-based push notifications to broad lists, but lacks rich media support, deep linking, or behavioral triggers.
3Users can create rich push notifications with images and deep links directly within the campaign builder, trigger them based on specific user actions, and track open rates and conversions natively.
4The solution offers AI-driven send-time optimization, interactive action buttons, and geofencing capabilities, seamlessly orchestrating push messages alongside email and SMS for a unified omnichannel experience.
In-app Messaging
Not Supported0
Oktopost is a social media management and employee advocacy platform that does not provide native capabilities for marketers to deploy in-app messages, banners, or interactive tours within their own software applications.
View details & rubric context

In-app messaging enables marketers to deliver targeted communications directly within the application interface while users are active, driving higher engagement for onboarding, announcements, and retention campaigns.

What Score 0 Means

The product has no native capability to display messages, banners, or notifications within the application interface.

Full Rubric
0The product has no native capability to display messages, banners, or notifications within the application interface.
1In-app messaging is possible only through heavy customization, such as injecting custom JavaScript code or manually integrating a separate third-party messaging API without a native visual builder.
2The platform supports basic in-app messaging, offering simple formats like generic pop-ups or banners. Targeting is limited to broad audience segments, and design customization is minimal.
3The feature offers a robust visual editor for various message types (modals, slide-outs, tooltips) with deep targeting based on real-time user behavior and attributes, fully integrated into the campaign workflow.
4The solution provides a market-leading in-app experience with multi-step interactive tours, bi-directional data flow (e.g., surveys triggering automation), and AI-driven optimization to determine the perfect timing and context for every user.
WhatsApp Integration
Not Supported0
Oktopost is primarily focused on B2B social media management for platforms like LinkedIn and Twitter, and it currently lacks native support or integration for WhatsApp messaging, campaigns, or two-way communication.
View details & rubric context

WhatsApp Integration enables businesses to send personalized campaigns, automated notifications, and conduct two-way conversations directly through the user's preferred messaging app. This capability significantly enhances engagement rates and customer reach compared to traditional email channels.

What Score 0 Means

The product has no native capability to connect with WhatsApp for messaging campaigns or customer communication.

Full Rubric
0The product has no native capability to connect with WhatsApp for messaging campaigns or customer communication.
1Users must rely on generic webhooks or build custom API connectors to third-party WhatsApp Business Service Providers (BSPs) to trigger messages, requiring significant technical effort.
2The platform offers a native connector, but functionality is limited to sending basic, one-way text templates without support for rich media, interactive buttons, or incoming message handling.
3A fully integrated solution supports two-way conversations, rich media templates, and the ability to trigger complex WhatsApp flows directly within the visual automation builder.
4The feature provides a best-in-class conversational experience with AI-powered chatbots, unified omnichannel inboxes, and predictive analytics to optimize engagement and conversion directly within the WhatsApp interface.

Advertising & Retargeting

Integrations and tools for managing paid media campaigns and syncing audiences with ad networks. This bridges the gap between owned marketing data and paid advertising channels.

Avg Score
2.0/ 4
Ad Management
Basic2
Oktopost provides native integrations to track paid social performance and sync lead generation data or retargeting audiences, but it primarily focuses on social 'boosting' rather than full-scale campaign creation and management across all digital ad channels like Google Search.
View details & rubric context

Ad management enables marketers to orchestrate, track, and optimize paid campaigns across various networks directly within the automation platform. This integration unifies paid and organic data to improve attribution accuracy and streamline audience retargeting.

What Score 2 Means

Native integration exists for major networks (e.g., Google, Facebook) to import leads or track basic costs, but campaign creation and advanced audience syncing must still be handled externally.

Full Rubric
0The product has no native functionality for creating, managing, or tracking advertising campaigns, forcing users to rely entirely on external ad network interfaces.
1Integration with ad networks is achievable only through custom API development, manual UTM parameter maintenance, or third-party middleware to sync leads and audiences.
2Native integration exists for major networks (e.g., Google, Facebook) to import leads or track basic costs, but campaign creation and advanced audience syncing must still be handled externally.
3The platform supports full campaign management, allowing users to create ads, sync retargeting audiences, and analyze performance across multiple channels directly within the native UI.
4The solution offers intelligent, cross-channel orchestration where ad interactions trigger real-time workflow changes, utilizing AI to optimize spend and predict high-value audiences automatically.
Retargeting
Basic2
Oktopost offers native integrations that allow users to sync social engagement data, such as link clicks, directly to LinkedIn Matched Audiences and Facebook Custom Audiences for retargeting. However, it lacks advanced in-platform ad orchestration, real-time ad spend optimization, and comprehensive reporting on the performance of the resulting ad campaigns.
View details & rubric context

Retargeting functionality enables marketers to re-engage website visitors who did not convert by serving personalized ads across external networks, keeping the brand top-of-mind and driving return traffic.

What Score 2 Means

Basic native integrations allow for syncing static lists to major ad networks like Facebook or Google, but the feature lacks dynamic automation or in-app reporting.

Full Rubric
0The product has no native functionality for managing ad audiences or integrating with external ad networks for retargeting purposes.
1Retargeting requires manual workarounds, such as exporting CSV lists of contacts to upload into ad platforms or building custom API connectors to sync data.
2Basic native integrations allow for syncing static lists to major ad networks like Facebook or Google, but the feature lacks dynamic automation or in-app reporting.
3The platform supports dynamic, bi-directional syncing with multiple ad networks, allowing users to trigger ads based on specific behavioral workflows and view performance metrics within the system.
4Best-in-class orchestration uses AI to predict optimal retargeting audiences and automatically adjusts ad spend or suppresses ads in real-time based on cross-channel engagement events.
Google Ads Integration
DIY1
Oktopost lacks a native, direct integration with Google Ads for audience syncing or ad management, requiring users to rely on UTM tracking and CRM integrations or third-party middleware to connect social engagement data with ad campaigns.
View details & rubric context

A Google Ads integration allows marketers to sync audience data, track conversions, and analyze ad performance directly within the marketing automation platform. This connectivity ensures ad spend is optimized based on actual lead quality and downstream revenue rather than just clicks.

What Score 1 Means

Integration is possible only through generic webhooks, third-party middleware, or custom API development to push conversion data or retrieve basic metrics.

Full Rubric
0The product has no native capability to connect with Google Ads, requiring users to manage campaigns and data entirely separately.
1Integration is possible only through generic webhooks, third-party middleware, or custom API development to push conversion data or retrieve basic metrics.
2A native connector exists but is limited to basic functionality, such as simple UTM parameter tracking or manual list uploads, lacking real-time bi-directional syncing or deep attribution.
3The platform offers a robust, bi-directional integration that supports automated audience syncing for retargeting, offline conversion imports, and detailed ROI reporting directly within the marketing dashboard.
4The integration features AI-driven optimization, automatically adjusting bidding strategies based on predicted lead value and pipeline velocity, while offering granular attribution modeling that connects specific keywords to closed-won revenue.
Facebook Ads Integration
Advanced3
Oktopost provides a production-ready integration that allows for dynamic syncing of social engagement data to Facebook Custom Audiences and features advanced attribution modeling to track how ad spend impacts the sales funnel and CRM-based revenue.
View details & rubric context

Facebook Ads Integration connects the marketing platform directly to the advertising network to sync audiences and track conversions, allowing marketers to retarget leads and attribute ad spend to revenue without manual data exports.

What Score 3 Means

The integration offers bi-directional data sync for dynamic Custom Audience updates based on behavioral triggers and automated offline conversion tracking, with detailed performance metrics visible directly in the interface.

Full Rubric
0The product has no native capability to connect with Facebook Ads Manager for audience syncing or campaign tracking.
1Users must build their own connector using generic webhooks or third-party middleware to push lead lists to Facebook Custom Audiences, often resulting in data latency and maintenance overhead.
2A native integration exists but is limited to basic lead capture forms or simple one-way audience syncing, lacking granular segmentation or return-on-ad-spend reporting within the platform.
3The integration offers bi-directional data sync for dynamic Custom Audience updates based on behavioral triggers and automated offline conversion tracking, with detailed performance metrics visible directly in the interface.
4The system utilizes AI to automatically optimize ad spend and targeting based on predicted customer lifetime value, featuring cross-channel attribution modeling that dynamically adjusts campaigns in real-time to maximize ROI.
LinkedIn Ads Integration
Advanced3
Oktopost provides a robust, native integration with LinkedIn that supports Lead Gen Form synchronization and Matched Audiences for both contacts and companies, enabling effective lead capture and retargeting without manual effort.
View details & rubric context

LinkedIn Ads Integration allows marketers to synchronize audiences and lead data directly between the platform and LinkedIn Campaign Manager. This capability streamlines lead capture from forms and enables precise retargeting based on engagement data without manual list uploads.

What Score 3 Means

The platform provides a robust, bi-directional integration that supports Lead Gen Forms, Matched Audiences for contacts and companies, and offline conversion tracking out of the box.

Full Rubric
0The product has no native connection to LinkedIn Ads, forcing users to manually export and import CSV files to manage audiences or retrieve leads.
1Data synchronization is possible only through third-party middleware (e.g., Zapier) or by building custom scripts against the LinkedIn API, requiring ongoing technical maintenance.
2A native connector is provided but offers limited functionality, typically restricted to basic Lead Gen Form mapping without support for Matched Audiences or conversion tracking.
3The platform provides a robust, bi-directional integration that supports Lead Gen Forms, Matched Audiences for contacts and companies, and offline conversion tracking out of the box.
4The integration offers best-in-class orchestration, allowing CRM stage changes to trigger real-time ad personalization, predictive audience modeling, and granular ROI reporting directly within the automation suite.
Audience Sync
Advanced3
Oktopost provides native, dynamic synchronization with major social advertising platforms like LinkedIn and Meta, allowing audiences to update automatically based on social engagement data, though it lacks the predictive expansion and cross-channel suppression features of market-leading audience managers.
View details & rubric context

Audience Sync enables the automatic transfer of contact segments to advertising platforms like Google, LinkedIn, and Meta for precise retargeting. This capability eliminates manual data handling and ensures ad audiences reflect real-time customer behavior.

What Score 3 Means

The feature supports native, real-time synchronization with all major ad platforms using dynamic logic, allowing segments to update automatically as contacts meet or leave criteria.

Full Rubric
0The product has no native capability to synchronize contact lists or segments with external advertising platforms.
1Synchronization requires manual CSV exports and uploads or relies on third-party middleware and custom API scripts to bridge the gap between the platform and ad networks.
2Native connectors are available for one or two primary ad networks, but functionality is limited to periodic batch updates of static lists without real-time processing.
3The feature supports native, real-time synchronization with all major ad platforms using dynamic logic, allowing segments to update automatically as contacts meet or leave criteria.
4The system offers predictive audience expansion, automatic suppression of converted leads across all channels, and detailed match-rate analytics to maximize ad spend efficiency without user intervention.
Lookalike Audiences
Not Supported0
Oktopost is primarily an organic social media management and employee advocacy platform and does not possess native capabilities for generating or targeting lookalike audiences within its suite.
View details & rubric context

Lookalike audiences enable marketers to identify and target new prospects who share similar behavioral or demographic characteristics with their existing high-value customers, significantly expanding campaign reach while maintaining relevance.

What Score 0 Means

The product has no native capability to generate or target audiences based on similarity to existing customer profiles.

Full Rubric
0The product has no native capability to generate or target audiences based on similarity to existing customer profiles.
1Users must manually export customer lists and upload them to third-party ad platforms to generate lookalikes, or rely on complex custom API integrations to bridge data gaps.
2Native support exists for syncing lists to ad networks for lookalike creation, but the process is manual or limited to static lists without internal data modeling capabilities.
3The platform provides seamless, automated syncing of dynamic customer segments to ad networks for lookalike generation, allowing marketers to manage and refresh audiences directly from the UI.
4The system leverages proprietary AI to generate predictive lookalike models based on deep behavioral data and intent signals, optimizing targeting across channels in real-time superior to standard network algorithms.

Conversational Marketing

Real-time engagement tools that facilitate dialogue with visitors via chat interfaces. This enables immediate qualification and support for website traffic.

Avg Score
0.0/ 4
Chatbots
Not Supported0
Oktopost is a social media management and employee advocacy platform that does not offer native website chatbot capabilities or conversational marketing tools.
View details & rubric context

Chatbots provide automated conversational interfaces to engage website visitors, answer queries, and qualify leads 24/7, ensuring immediate response times and streamlined data capture.

What Score 0 Means

The product has no native chatbot capabilities or conversational marketing tools to engage site visitors.

Full Rubric
0The product has no native chatbot capabilities or conversational marketing tools to engage site visitors.
1Users must rely on third-party bot providers connected via generic APIs or custom embedded scripts, resulting in disjointed data and no native conversation management.
2A simple rule-based chatbot is available, but it is limited to linear decision trees and basic data capture without deep integration into marketing workflows or contact history.
3The solution features a visual bot builder with conditional logic, allowing for seamless lead qualification, automatic routing to sales reps, and direct integration with the marketing database.
4The chatbot leverages AI and Natural Language Processing (NLP) to understand complex intent, personalize interactions based on behavioral data, and autonomously schedule meetings or trigger cross-channel campaigns.
Live Chat Integration
Not Supported0
Oktopost is a specialized social media management and employee advocacy platform that lacks native integrations or built-in capabilities to ingest and process data from third-party live chat platforms.
View details & rubric context

Live chat integration connects real-time messaging platforms directly to marketing workflows, enabling the capture of leads and conversation data to drive immediate, personalized follow-up actions.

What Score 0 Means

The product has no native capability to integrate with third-party live chat tools or ingest conversation data.

Full Rubric
0The product has no native capability to integrate with third-party live chat tools or ingest conversation data.
1Integration requires building custom middleware using generic APIs or webhooks to pass chat transcripts and lead information into the system manually.
2Native connectors exist for a few major providers, but functionality is limited to basic contact creation and does not sync conversation history or allow chat events to trigger automation.
3The feature provides robust, bi-directional integration with major chat platforms, allowing conversation history to sync to contact records and specific chat events to trigger complex automation workflows.
4The platform offers a best-in-class native chat solution or deep integration that utilizes AI to qualify leads in real-time, dynamically route conversations based on marketing data, and personalize chat experiences using existing contact attributes.
Conversational Marketing
Not Supported0
Oktopost is a social media management and employee advocacy platform that lacks native website live chat or chatbot tools for conversational marketing.
View details & rubric context

Conversational marketing leverages chatbots and live chat tools to engage website visitors in real-time, qualifying leads and accelerating the sales pipeline through personalized dialogue.

What Score 0 Means

The product has no native capabilities for live chat, chatbots, or conversational engagement tools.

Full Rubric
0The product has no native capabilities for live chat, chatbots, or conversational engagement tools.
1Conversational features are only possible by integrating third-party chat widgets via generic scripts or building custom bot logic using raw APIs and webhooks.
2Native support includes a simple live chat widget or static auto-responder, but lacks advanced routing logic, bot customization, or deep integration with the contact database.
3The platform offers a robust conversational suite with customizable chatbots, rule-based routing, and seamless integration into marketing workflows to capture and qualify leads automatically.
4A market-leading implementation utilizes AI-driven intent analysis and predictive routing to deliver hyper-personalized experiences across multiple channels, turning conversations into revenue with minimal human intervention.

Events & Offline Marketing

Tools designed to bridge the gap between digital marketing and physical or virtual events. This ensures offline interactions are captured and utilized in digital workflows.

Avg Score
0.4/ 4
Webinar Integration
Basic2
Oktopost provides native connectors for major webinar platforms like Zoom, GoToWebinar, and ON24, primarily to attribute social media leads to registrations and attendance. While it captures attendance status, it lacks the wide range of platform support and the deep, bi-directional workflow automation engine found in more comprehensive marketing automation suites.
View details & rubric context

Webinar integration connects external event platforms directly to the system to sync registrant data and attendance activity. This capability is essential for automating pre- and post-event communications and accurately scoring leads based on their participation.

What Score 2 Means

Native connectors exist for a few major providers (e.g., Zoom), but functionality is limited to basic registration syncing. It captures who signed up but often lacks real-time attendance status or granular engagement metrics needed for immediate follow-up.

Full Rubric
0The product has no native capability to connect with webinar platforms, requiring users to manually export and import CSV files to manage registrants and attendees.
1Connectivity is possible only through generic webhooks or by building custom middleware via the API. Users must manually map fields and configure data flow, requiring significant technical resources to achieve basic synchronization.
2Native connectors exist for a few major providers (e.g., Zoom), but functionality is limited to basic registration syncing. It captures who signed up but often lacks real-time attendance status or granular engagement metrics needed for immediate follow-up.
3The system offers deep, bi-directional integration with a wide range of webinar platforms, automatically syncing registration, attendance status, and duration. This data is immediately actionable within workflows for segmentation and automated follow-up sequences.
4The integration captures granular engagement data, such as poll responses and questions asked, to drive hyper-personalized nurturing. It supports embedded registration forms to reduce friction and uses AI to predict attendance likelihood or suggest optimal follow-up content based on in-webinar behavior.
Event Management
Not Supported0
Oktopost is a social media management platform that lacks native capabilities for organizing, managing, or tracking event logistics and registrations, as its functionality is focused on social media promotion and attribution.
View details & rubric context

Event management capabilities allow marketers to organize, promote, and track offline and online events directly within the platform. This ensures attendee data is seamlessly captured for lead scoring and automated follow-up campaigns.

What Score 0 Means

The product has no native capabilities for creating, managing, or tracking events, requiring all event logistics to be handled entirely outside the platform.

Full Rubric
0The product has no native capabilities for creating, managing, or tracking events, requiring all event logistics to be handled entirely outside the platform.
1Event data can be ingested only through generic webhooks or custom API development, with no pre-built connectors or native interface to manage registrations or attendance.
2Native support provides basic registration forms or simple integrations with a few webinar providers, but lacks features for multi-session management, waitlisting, or deep attendance tracking.
3The platform offers robust, native integrations with major event and webinar providers, enabling bi-directional data sync for registration status, attendance duration, and automated follow-up workflows.
4A comprehensive event suite that includes native hosting or deep ecosystem integration, offering advanced features like mobile check-in apps, session-level tracking, and AI-driven engagement scoring based on attendee behavior.
Offline Event Tracking
Not Supported0
Oktopost is a specialized social media management and employee advocacy platform that focuses exclusively on digital social interactions and their impact on the sales funnel, offering no native capabilities to ingest or track offline events like trade show visits or phone calls.
View details & rubric context

Offline event tracking enables the capture and attribution of real-world interactions, such as trade show visits, phone calls, or in-store purchases, back to digital customer profiles. This capability bridges the gap between physical and digital channels to ensure a unified view of the customer journey and accurate ROI measurement.

What Score 0 Means

The product has no capability to ingest, store, or track non-digital interactions, limiting data collection strictly to online web or app behaviors.

Full Rubric
0The product has no capability to ingest, store, or track non-digital interactions, limiting data collection strictly to online web or app behaviors.
1Offline data ingestion is possible only through heavy manual workarounds, such as building custom middleware to hit generic APIs or manually formatting and uploading complex CSV files without validation.
2Native support exists via basic manual import tools or simple entry forms, but the feature lacks real-time processing, automated identity matching, or the ability to directly trigger automation workflows.
3The platform provides robust, out-of-the-box connectors for CRMs and POS systems to sync offline events automatically, allowing these interactions to trigger campaigns, update lead scores, and populate reports in real time.
4The solution leads the market with AI-driven identity resolution to accurately match fuzzy offline data to digital profiles and supports seamless, bi-directional syncing across a vast ecosystem of physical touchpoints (beacons, kiosks, call centers) with zero-code configuration.
QR Code Generator
Not Supported0
Oktopost does not have a native QR code generation tool within its platform; users must rely on external third-party generators to create codes and then manually upload them as image assets to their social media posts.
View details & rubric context

A QR Code Generator enables marketers to create scannable codes that bridge offline interactions with digital campaigns, allowing for seamless tracking of engagement from physical events, direct mail, and print assets.

What Score 0 Means

The product has no native capability to generate or manage QR codes within the platform.

Full Rubric
0The product has no native capability to generate or manage QR codes within the platform.
1Users must rely on external third-party tools to generate QR code images and manually upload them to the asset library, or build custom integrations via API to fetch codes.
2The platform includes a basic generator for static QR codes linking to URLs, but lacks customization options for branding and offers limited or no specific tracking metrics for scans.
3A fully integrated tool allows for the creation of dynamic QR codes with visual customization (logos, colors) and native tracking that attributes scans to specific campaigns and user profiles.
4The feature supports high-volume bulk generation, personalized QR codes (PURLs) for 1:1 marketing, and advanced analytics like geolocation; scans can instantly trigger complex, multi-step automation workflows.
Direct Mail Automation
Not Supported0
Oktopost is a social media management platform that lacks native capabilities or direct integrations for triggering physical mailings, as its focus is entirely on digital social channels and employee advocacy.
View details & rubric context

Direct mail automation enables the programmatic sending of physical mail, such as postcards or gifts, triggered by specific user behaviors or campaign workflows. This capability bridges the gap between digital and offline channels to drive higher engagement and response rates.

What Score 0 Means

The product has no native capability to trigger physical mailings or integrate with direct mail providers.

Full Rubric
0The product has no native capability to trigger physical mailings or integrate with direct mail providers.
1Direct mail campaigns can only be executed by manually exporting contact lists or building custom integrations with printing services using generic webhooks and APIs.
2The platform provides a basic connector to a third-party direct mail vendor, allowing for simple triggers, but lacks deep personalization capabilities or in-app delivery tracking.
3Native integrations with leading direct mail providers allow for seamless triggering of personalized mail pieces within complex automation workflows, with delivery status tracked directly in the campaign dashboard.
4The system features a comprehensive, native fulfillment engine or marketplace with advanced features like address verification, variable data printing, and predictive analytics to optimize send times and attribution alongside digital channels.

Lead & Data Management

Capabilities for tracking, scoring, and organizing lead data to ensure targeted segmentation and hygienic databases.

Capability Score
1.65/ 4

Lead Scoring

Methodologies for ranking prospects based on their value and likelihood to convert. This helps sales and marketing teams prioritize their efforts on the most promising opportunities.

Avg Score
0.7/ 4
Lead Scoring
Basic2
Oktopost provides a native social lead scoring feature that allows users to assign point values to specific social interactions, but it lacks advanced capabilities like score degradation or demographic-based rules, instead relying on integrations with external Marketing Automation Platforms to handle complex scoring logic.
View details & rubric context

Lead scoring assigns numerical values to prospects based on their behavior and demographics, enabling sales and marketing teams to prioritize high-intent opportunities and improve conversion rates.

What Score 2 Means

The platform offers a simple, static scoring model based on a few fixed criteria like email opens. It lacks flexibility for negative scoring, score degradation, or combining behavioral and demographic data effectively.

Full Rubric
0The product has no native capability to assign scores or ranks to leads based on attributes or actions.
1Scoring logic must be built externally using spreadsheets or custom scripts connected via API, with values pushed back into custom fields manually or via generic webhooks.
2The platform offers a simple, static scoring model based on a few fixed criteria like email opens. It lacks flexibility for negative scoring, score degradation, or combining behavioral and demographic data effectively.
3Users can build complex scoring rules combining demographic fit and behavioral engagement across multiple channels. The feature includes negative scoring, score degradation, and seamless syncing with CRM systems.
4The system utilizes predictive AI to automatically identify high-value patterns and adjust scores in real-time without manual rule maintenance. It supports multiple concurrent models per lead and integrates third-party intent data.
Predictive Lead Scoring
Not Supported0
Oktopost is a social media management and employee advocacy platform that captures engagement data but lacks a native machine learning-based predictive lead scoring engine, instead relying on integrations with external CRM or Marketing Automation platforms to perform scoring.
View details & rubric context

Predictive lead scoring utilizes machine learning to analyze historical data and behavioral patterns, automatically ranking prospects based on their conversion probability to help teams prioritize high-value opportunities.

What Score 0 Means

The product has no native capability for predictive analysis or machine learning-based scoring, relying solely on manual, rule-based criteria.

Full Rubric
0The product has no native capability for predictive analysis or machine learning-based scoring, relying solely on manual, rule-based criteria.
1Predictive capabilities require exporting data to third-party analytics tools or building custom API integrations to calculate and write scores back into the system.
2A basic native predictive score is provided, but it acts as a 'black box' with no transparency, offers no customization options, and relies on a limited set of data inputs.
3The system offers a fully integrated predictive model that analyzes comprehensive behavioral and firmographic data, providing transparent reasons for scores and seamless workflow integration.
4The solution features market-leading 'explainable AI' with self-optimizing models, real-time scoring updates, and distinct propensity models for different product lines or conversion goals.
Lead Grading
Not Supported0
Oktopost is a social media management platform that focuses on tracking social engagement and syncing that data to external CRMs or Marketing Automation Platforms, but it lacks a native engine for grading leads based on demographic or firmographic data.
View details & rubric context

Lead grading evaluates prospects against an ideal customer profile using explicit demographic and firmographic data like job title, industry, and company size. This ensures sales teams prioritize leads that are the right fit for the product, distinct from activity-based scoring.

What Score 0 Means

The product has no native capability to grade leads based on demographic or firmographic fit, relying entirely on manual assessment.

Full Rubric
0The product has no native capability to grade leads based on demographic or firmographic fit, relying entirely on manual assessment.
1Lead grading is possible only through heavy customization, such as creating complex formula fields, using external scripts, or building elaborate workflow automation to simulate a grading logic.
2Native lead grading exists but is rigid and manual. Users can set up a single grading profile with simple criteria (e.g., A-F), but it lacks support for multiple personas, complex logic, or automatic data normalization.
3Strong, out-of-the-box lead grading supports multiple profiles (e.g., different grades for different product lines) and complex segmentation logic. Grades update in real-time as lead data changes and sync seamlessly to the CRM.
4Best-in-class lead grading leverages AI to analyze historical closed-won data and automatically suggest or adjust grading criteria. It includes built-in data enrichment to fill gaps before grading and supports dynamic, multi-dimensional models that evolve with the market.

Lead Management

Tools for tracking, nurturing, and distributing leads throughout the sales funnel. These features ensure no opportunity is lost and that prospects receive timely follow-ups.

Avg Score
1.3/ 4
Lead Nurturing
Not Supported0
Oktopost is a social media management platform that lacks native capabilities for creating automated email sequences or behavioral nurturing workflows, instead relying on integrations with external marketing automation platforms to handle these functions.
View details & rubric context

Lead nurturing automates the process of engaging prospects with targeted content relevant to their stage in the buying journey, helping to build relationships and accelerate conversion rates over time.

What Score 0 Means

The product has no native capability to create automated email sequences, drip campaigns, or behavioral workflows to engage leads over time.

Full Rubric
0The product has no native capability to create automated email sequences, drip campaigns, or behavioral workflows to engage leads over time.
1Nurturing campaigns can be constructed but require heavy lifting through external integrations, manual list exports/imports, or custom scripts to trigger messages based on lead activity.
2Native support provides basic linear drip campaigns (time-based sequences), but lacks advanced branching logic, behavioral triggers, or the ability to adapt based on prospect engagement.
3A strong, visual workflow builder allows for complex, multi-step nurturing paths with robust branching logic based on lead behavior, scoring, and demographic data, fully integrated into the marketing suite.
4Best-in-class implementation leverages AI to predict optimal send times and content personalization, orchestrating cross-channel journeys (email, SMS, social) that dynamically adapt to individual prospect intent.
Lead Routing
Not Supported0
Oktopost is a social media management and advocacy platform that captures lead data from social interactions and syncs it to CRMs or Marketing Automation Platforms, but it does not have native functionality to route or assign leads to sales representatives within its own interface.
View details & rubric context

Lead routing automates the assignment of incoming prospects to the correct sales representatives or teams based on specific criteria like geography, industry, or deal size. This ensures faster response times and prevents potential opportunities from slipping through the cracks.

What Score 0 Means

The product has no native capability to automatically assign or route leads to specific users or teams.

Full Rubric
0The product has no native capability to automatically assign or route leads to specific users or teams.
1Routing logic must be built externally using generic webhooks or API triggers to update lead ownership fields, requiring significant developer maintenance and lacking a user interface for rule management.
2The system offers simple round-robin assignment or basic conditional rules based on a single field (e.g., territory), but lacks support for complex criteria, weighted distribution, or account-based matching.
3Native functionality supports complex routing hierarchies, multiple criteria (geo, size, product interest), and account-based ownership mapping, complete with visual rule builders and availability management.
4The platform utilizes AI-driven predictive routing to match leads with the rep most likely to close the deal, while offering real-time SLA tracking, complex round-robin weighting, and automated re-routing for unworked leads.
Sales Alerts
Advanced3
Oktopost provides robust social intent data that integrates directly with CRMs like Salesforce to trigger sales tasks and alerts based on specific engagement events, though it often relies on the CRM's native notification engine for final delivery.
View details & rubric context

Sales alerts notify representatives immediately when prospects exhibit high-intent behaviors, enabling timely follow-ups that significantly increase conversion rates.

What Score 3 Means

The system offers robust, customizable alerts delivered via multiple channels (email, in-app, CRM tasks) with granular triggers based on specific lead scores, page visits, or engagement events.

Full Rubric
0The product has no native functionality to notify sales representatives of lead activity, score changes, or website behavior.
1Alerts can only be achieved by configuring generic webhooks to trigger external scripts or by using middleware (like Zapier) to bridge marketing data with communication tools.
2Native email notifications exist, but they are rigid, allowing for little customization of the message content and lacking support for real-time channels like Slack, SMS, or mobile push.
3The system offers robust, customizable alerts delivered via multiple channels (email, in-app, CRM tasks) with granular triggers based on specific lead scores, page visits, or engagement events.
4Alerts are intelligent and context-aware, delivered directly into sales workflows (e.g., Slack/Teams bots, browser extensions) with embedded 'click-to-call' or 'reply' actions for immediate engagement.
Activity Tracking
Basic2
Oktopost provides native tracking for social media interactions and subsequent website conversions via its own tracking pixel, but it lacks the ability to monitor non-social channels like email engagement or general website traffic, which are core components of a comprehensive marketing automation activity tracking system.
View details & rubric context

Activity tracking monitors prospect behaviors across various channels, such as website visits, email engagement, and form submissions, to provide a comprehensive view of lead intent. This data enables marketers to trigger timely automations and personalize communication based on specific user actions.

What Score 2 Means

Native tracking is available for standard metrics like email opens and basic page views, but lacks granularity, real-time updates, or the ability to track custom events and complex user journeys.

Full Rubric
0The product has no native capability to record or monitor prospect behaviors such as website visits, email opens, or link clicks.
1Tracking user actions requires implementing custom scripts or utilizing generic webhooks to capture events and push them into the system manually via API, lacking native tracking pixels or pre-built integrations.
2Native tracking is available for standard metrics like email opens and basic page views, but lacks granularity, real-time updates, or the ability to track custom events and complex user journeys.
3The system offers comprehensive tracking across multiple channels, including detailed web activity, custom events, and media engagement, automatically consolidating this history into a unified contact timeline for immediate use in segmentation and workflows.
4The platform provides best-in-class tracking with cross-device identity resolution, anonymous visitor deanonymization, and AI-driven intent analysis that interprets behavioral signals to predict conversion likelihood and trigger hyper-personalized experiences.

Web Tracking & Intent

Capabilities that monitor and identify website visitors to gauge interest and intent. This data transforms anonymous traffic into actionable marketing intelligence.

Avg Score
2.0/ 4
Website Visitor Tracking
Basic2
Oktopost provides native website tracking via its tracking pixel to monitor page views and conversions for known contacts who click on social links, but it lacks broader anonymous company identification or reverse-IP lookup features found in more advanced visitor tracking solutions.
View details & rubric context

Website visitor tracking identifies companies and individuals browsing a site, enabling marketers to analyze behavior, score leads based on engagement, and trigger timely follow-up actions.

What Score 2 Means

Native tracking is available but limited to logging page views for known contacts who click email links. It lacks anonymous company identification or granular behavioral segmentation.

Full Rubric
0The product has no native capability to track website activity or identify anonymous visitors within the platform.
1Visitor data can be ingested from external analytics tools via API or generic webhooks, but requires significant configuration to map page views to contact records.
2Native tracking is available but limited to logging page views for known contacts who click email links. It lacks anonymous company identification or granular behavioral segmentation.
3The platform provides comprehensive tracking for both known contacts and anonymous traffic via reverse-IP lookup. Visit history is automatically appended to contact timelines and triggers automation workflows.
4The solution offers AI-driven intent analysis and real-time de-anonymization to identify buying signals. It integrates seamlessly with account-based marketing tools to prioritize high-value prospects instantly.
Anonymous Visitor Identification
Basic2
Oktopost provides a native website tracking pixel that can identify the company names of anonymous visitors to attribute web traffic to social media campaigns, but it functions as a basic 'check-the-box' feature without the deep firmographic enrichment or predictive intent scoring found in specialized solutions.
View details & rubric context

Anonymous visitor identification reveals the corporate identity of unauthenticated web traffic by mapping IP addresses to company databases, enabling teams to uncover hidden intent and target accounts that have not yet converted.

What Score 2 Means

Native identification is available but relies on a basic database with average match rates, providing only company names without deep firmographic context or actionable segmentation.

Full Rubric
0The product has no native capability to identify anonymous website visitors or map IP addresses to company entities.
1Identification is achievable only by connecting external data enrichment providers via generic APIs or webhooks and writing custom scripts to ingest and map the data to records.
2Native identification is available but relies on a basic database with average match rates, providing only company names without deep firmographic context or actionable segmentation.
3The system includes a robust, built-in identification engine with high match rates that automatically enriches profiles with detailed firmographics and seamlessly triggers automation workflows.
4Best-in-class identification leverages proprietary data networks and AI to filter ISPs and bots, delivering predictive intent scoring and suggesting specific contacts at the identified companies.
Intent Data
Basic2
Oktopost captures first-party intent through social engagement and website conversion tracking, syncing this data to CRMs and Marketing Automation platforms, but it lacks native aggregation of third-party intent signals or advanced cross-provider synthesis.
View details & rubric context

Intent data aggregates behavioral signals from third-party sites and first-party interactions to identify prospects actively researching solutions. This enables teams to prioritize outreach and personalize content based on real-time buying interest.

What Score 2 Means

The platform offers basic native integration with a single provider or simple website tracking, but data is often siloed in a separate view and automation triggers based on intent signals are limited.

Full Rubric
0The product has no native capability to ingest, analyze, or act upon intent data signals from first or third-party sources.
1Users can only incorporate intent data by manually importing CSV files or building custom integrations via generic APIs to map external signal data into standard contact fields.
2The platform offers basic native integration with a single provider or simple website tracking, but data is often siloed in a separate view and automation triggers based on intent signals are limited.
3Native integrations exist for multiple major intent providers with seamless mapping to account records, allowing users to easily build automation workflows and lead scoring models based on specific intent topics and surge scores.
4The system uses proprietary AI to synthesize first-party engagement with third-party intent signals, automatically orchestrating omnichannel campaigns and prioritizing accounts with predictive accuracy that exceeds standard surge data.

Account-Based Marketing

Specialized features for targeting and engaging specific high-value accounts rather than individual leads. This aligns marketing efforts with sales strategies for B2B organizations.

Avg Score
2.3/ 4
Account-Based Marketing
Advanced3
Oktopost provides native Social ABM capabilities that allow users to track social engagement at the account level and sync this data with CRMs and Marketing Automation platforms to drive automated account scoring and orchestration.
View details & rubric context

Account-Based Marketing enables teams to target, engage, and measure campaigns at the specific account level rather than focusing solely on individual leads, ensuring resources are concentrated on high-value prospects. This functionality aligns sales and marketing efforts to treat specific companies as markets of one.

What Score 3 Means

Strong, deep functionality allows for automated account scoring, multi-channel orchestration, and dynamic target lists based on account intent. The platform integrates seamlessly with CRM data to provide a unified view of account engagement across sales and marketing.

Full Rubric
0The product has no native capability for grouping leads into accounts, targeting specific companies, or measuring engagement at the organization level.
1Account-centric views are possible only through heavy manual tagging, custom fields, or external scripts to aggregate lead data. Reporting requires exporting data to third-party tools to visualize account performance.
2Native support exists for grouping contacts into accounts, but functionality is limited to basic lists and static filters. While users can view an account record, campaign orchestration remains largely manual with minimal account-specific scoring or reporting.
3Strong, deep functionality allows for automated account scoring, multi-channel orchestration, and dynamic target lists based on account intent. The platform integrates seamlessly with CRM data to provide a unified view of account engagement across sales and marketing.
4A best-in-class implementation features AI-driven predictive account selection, native intent data integration, and autonomous orchestration that triggers personalized journeys based on buying signals. It offers comprehensive attribution models that specifically measure account lift and pipeline influence.
Target Account Management
Advanced3
Oktopost provides native Social ABM features that include lead-to-account matching and the ability to sync aggregate social engagement data to CRMs and marketing automation platforms to trigger account-based workflows and scoring.
View details & rubric context

Target Account Management enables teams to focus resources on high-value organizations by consolidating lead data into account-level views for coordinated scoring and outreach. This ensures marketing and sales align their strategies to engage buying committees effectively rather than treating contacts in isolation.

What Score 3 Means

The platform provides native lead-to-account matching, aggregate account scoring, and the ability to trigger marketing automation workflows based on account-level engagement data.

Full Rubric
0The product has no dedicated functionality for managing accounts, treating all records as individual leads without organizational context.
1Users must rely on manual workarounds such as custom fields, tagging conventions, or external scripts to simulate account grouping, lacking native lead-to-account matching.
2Basic account objects exist to group contacts, but the feature lacks automated matching, aggregate scoring, or account-specific workflow triggers.
3The platform provides native lead-to-account matching, aggregate account scoring, and the ability to trigger marketing automation workflows based on account-level engagement data.
4A best-in-class implementation features AI-driven account selection, predictive intent data integration, and dynamic orchestration that automatically aligns sales and marketing touches across the entire buying committee.
Account Scoring
DIY1
Oktopost does not have a native account scoring engine; it captures social engagement data and attributes it to accounts, but relies on syncing this data to external CRM or Marketing Automation platforms where the actual scoring logic and numerical values are calculated.
View details & rubric context

Account scoring aggregates behavioral data and firmographic attributes to rank target companies, helping sales and marketing teams prioritize high-value accounts.

What Score 1 Means

Scoring can only be achieved by creating custom integer fields and building complex automation rules to manually increment values, or by calculating scores in an external system and syncing them via API.

Full Rubric
0The product has no native capability to assign scores or ranks to account records based on attributes or behavior.
1Scoring can only be achieved by creating custom integer fields and building complex automation rules to manually increment values, or by calculating scores in an external system and syncing them via API.
2Native account scoring exists but is limited to a single model based on simple static rules (e.g., firmographics) or basic engagement metrics, lacking time-based decay or negative scoring capabilities.
3The platform supports robust scoring models combining firmographic fit and behavioral engagement, featuring score decay, negative attributes, and seamless synchronization with CRM systems for sales visibility.
4The system utilizes AI-driven predictive scoring that analyzes historical win/loss data to automatically identify high-intent accounts, incorporating 3rd-party intent signals and offering dynamic model tuning without manual intervention.
Buying Group Detection
Basic2
Oktopost offers account-level social analytics and integrates with CRMs to link social engagement to account objects, but it primarily functions as a data provider for these platforms rather than natively clustering stakeholders into specific buying groups or analyzing committee-based intent.
View details & rubric context

Buying Group Detection identifies and aggregates individual leads from the same organization into a unified cohort, allowing marketers to track collective engagement and intent rather than isolated interactions.

What Score 2 Means

Native support exists to link contacts to an account object, but detection relies on simple domain matching without analyzing role-based relationships or collective engagement spikes.

Full Rubric
0The product has no capability to associate multiple leads with a specific buying group or opportunity, treating every contact as an isolated individual.
1Users must rely on manual tagging, complex CRM exports, or custom scripts to match domains and job titles via API to infer relationships, as there is no native logic to cluster stakeholders.
2Native support exists to link contacts to an account object, but detection relies on simple domain matching without analyzing role-based relationships or collective engagement spikes.
3The system automatically identifies and clusters relevant stakeholders into buying groups based on engagement patterns and CRM data, providing a consolidated view of the committee's activity within the main dashboard.
4AI-driven logic predicts missing key roles, scores the group's collective intent in real-time, and automatically triggers multi-threaded orchestration workflows to engage the entire committee simultaneously.

Data Management

Utilities for maintaining the health, hygiene, and portability of the marketing database. These tools ensure data remains accurate and usable over time.

Avg Score
1.6/ 4
Sandbox Environment
Not Supported0
Oktopost does not provide a native, isolated sandbox environment for testing platform configurations or workflows, requiring users to rely on draft modes, approval workflows, or manual testing within the live production instance.
View details & rubric context

A Sandbox Environment provides a safe, isolated instance for testing campaigns, workflows, and integrations without impacting live data or customer experiences. This capability is essential for validating changes and ensuring operational stability before deploying to production.

What Score 0 Means

The product has no dedicated testing environment, forcing users to test configurations and campaigns directly in the live production instance, increasing the risk of errors affecting real customers.

Full Rubric
0The product has no dedicated testing environment, forcing users to test configurations and campaigns directly in the live production instance, increasing the risk of errors affecting real customers.
1Testing requires setting up a completely separate account or trial instance manually, with no native link to the production environment; moving data or configurations requires manual export/import or custom API scripts.
2A native sandbox is available, but it is a blank environment that does not inherit configurations or data from production, requiring users to manually rebuild assets and workflows to perform valid tests.
3The platform includes a robust sandbox that can clone production metadata, settings, and workflows with a single click, allowing teams to test changes in a realistic environment that mirrors the live setup.
4The system offers best-in-class lifecycle management with multiple sandboxes, selective data masking for privacy, and one-click 'promote to production' capabilities that automatically deploy verified changes without manual reconstruction.
Data Import/Export
Advanced3
Oktopost provides robust bulk import capabilities for social content and comprehensive export options for analytics via a user-friendly UI that supports field mapping and scheduled reporting, though it lacks the AI-assisted data hygiene and predictive mapping found in market-leading data management tools.
View details & rubric context

Data Import/Export capabilities allow marketers to seamlessly migrate contact lists, campaign data, and analytics between systems, ensuring data portability and maintaining a unified view of customer interactions.

What Score 3 Means

Users can easily import and export data via a robust UI that supports multiple file formats, automatic field mapping, detailed error logs, and the ability to schedule recurring data jobs.

Full Rubric
0The product has no native mechanism for bulk importing or exporting data, effectively locking information within the platform unless manually transcribed.
1Data transfer is possible only through raw API endpoints or generic webhooks, requiring developer resources to build custom scripts or middleware to handle standard CSV or Excel files.
2The platform offers a basic manual uploader and downloader for flat files (CSV), but lacks advanced field mapping, validation, error handling, or support for complex relational data.
3Users can easily import and export data via a robust UI that supports multiple file formats, automatic field mapping, detailed error logs, and the ability to schedule recurring data jobs.
4The system features intelligent data hygiene during import (deduplication, enrichment), real-time bi-directional sync capabilities, and AI-assisted mapping that predicts associations across complex data schemas.
Data Cleansing
DIY1
Oktopost is primarily a social media management and employee advocacy platform that lacks native data cleansing tools; users must rely on external CRM or marketing automation integrations to manage data hygiene and deduplication.
View details & rubric context

Data cleansing ensures marketing databases remain accurate and actionable by identifying and correcting errors, duplicates, and inconsistencies to maintain high deliverability rates.

What Score 1 Means

Data hygiene must be managed externally by exporting lists to spreadsheets or third-party tools, or by building custom scripts against the API to identify and merge duplicates.

Full Rubric
0The product has no native capability to identify, standardize, or remove bad data within the system.
1Data hygiene must be managed externally by exporting lists to spreadsheets or third-party tools, or by building custom scripts against the API to identify and merge duplicates.
2The platform offers basic manual deduplication or simple field validation rules (e.g., email format checks), but lacks automated standardization or bulk cleansing workflows.
3Robust, native tools allow for automated deduplication, mass standardization of fields (like state or country codes), and scheduled hygiene workflows without requiring external integration.
4The system employs AI-driven enrichment and real-time validation to proactively prevent bad data entry, automatically merge complex duplicates with high confidence, and standardize data against global reference databases.
Lead Deduplication
Basic2
Oktopost uses the email address as a unique identifier to prevent duplicate lead profiles during social data capture, but it lacks a dedicated interface for merging records or advanced fuzzy matching, typically deferring complex data hygiene to integrated CRM or Marketing Automation systems.
View details & rubric context

Lead deduplication identifies and merges duplicate records within a database to ensure data hygiene and prevent marketing redundancy. This capability is critical for maintaining accurate reporting and delivering a unified customer experience across communication channels.

What Score 2 Means

Native deduplication is limited to exact matches on a single unique identifier (such as email address) during list imports, with no ability to proactively scan or merge existing database records.

Full Rubric
0The product has no native capability to identify, flag, or merge duplicate lead records, forcing users to rely entirely on manual visual inspection.
1Users must export data to third-party tools (like spreadsheets) or write custom scripts against the API to detect and resolve duplicate entries, as no user interface exists for this task.
2Native deduplication is limited to exact matches on a single unique identifier (such as email address) during list imports, with no ability to proactively scan or merge existing database records.
3The system supports configurable matching logic (fuzzy matching, multiple fields) and provides a dedicated interface for reviewing potential duplicates and merging records while preserving data history.
4An AI-powered engine automatically resolves identity conflicts in real-time across complex data sets, handling cross-object merging and survivorship rules to maintain a pristine database with zero manual effort.
Contact Database
Basic2
Oktopost provides a native 'Social Leads' database that captures and stores basic contact information and social profiles from interactions, but it functions primarily as a flat-file list to sync with external CRMs rather than a robust, relational system for general marketing segmentation.
View details & rubric context

A centralized Contact Database stores and manages prospect and customer information, serving as the foundation for segmentation, personalization, and targeted campaign execution.

What Score 2 Means

Native support provides a standard flat-file list for storing basic contact details (e.g., name, email) with limited custom fields and static list management.

Full Rubric
0The product has no native capability to store or manage individual contact records, requiring users to rely entirely on external systems or transient lists.
1Contact management is possible only by repurposing generic data tables or utilizing heavy API integration to sync external records, lacking a native interface for viewing or editing profiles.
2Native support provides a standard flat-file list for storing basic contact details (e.g., name, email) with limited custom fields and static list management.
3A robust, relational system supports extensive custom properties, automatic activity logging, and dynamic segmentation, allowing for deep personalization within workflows.
4The system offers a unified customer data platform (CDP) approach with AI-driven identity resolution, automatic enrichment, and real-time behavioral updates for a 360-degree view.

Database Customization

Features allowing for the structural adaptation of the database to fit specific business needs. This includes defining custom data points and segmentation logic.

Avg Score
2.0/ 4
List Segmentation
Basic2
Oktopost offers native filtering and tagging capabilities to segment social leads and employee advocates based on profile data and social activity, but it lacks the complex dynamic logic and cross-channel behavioral triggers found in comprehensive marketing automation platforms.
View details & rubric context

List segmentation enables the division of a contact database into targeted groups based on demographics, behavior, or engagement history. This capability allows for highly personalized communication strategies that significantly improve open rates and conversion metrics.

What Score 2 Means

Native support includes basic filtering on standard demographic fields (e.g., location, industry) to create static lists, but lacks dynamic updating or access to behavioral data.

Full Rubric
0The product has no native capability to filter or divide contact lists into subgroups, forcing users to send blasts to the entire database or manually select recipients one by one.
1Segmentation requires exporting data to spreadsheets for filtering and re-importing static lists, or utilizing API scripts to tag contacts based on external criteria.
2Native support includes basic filtering on standard demographic fields (e.g., location, industry) to create static lists, but lacks dynamic updating or access to behavioral data.
3The system supports dynamic, real-time segments based on a combination of profile data, behavioral events, and cross-channel engagement using complex AND/OR logic.
4AI-driven capabilities automatically surface micro-segments and predictive audiences (e.g., 'likely to churn' or 'high LTV') without manual rule configuration, enabling hyper-personalization at scale.
Custom Objects
Not Supported0
Oktopost is a social media management platform that focuses on syncing engagement data to external CRMs and marketing automation systems; it does not provide native functionality to define, store, or manage custom data objects within its own platform.
View details & rubric context

Custom Objects allow marketers to define and store unique data structures beyond standard contacts or companies, enabling highly personalized segmentation and automation based on business-specific entities like products, events, or subscriptions.

What Score 0 Means

The product has no capability to define or store custom data entities beyond the standard, hard-coded objects like contacts and accounts.

Full Rubric
0The product has no capability to define or store custom data entities beyond the standard, hard-coded objects like contacts and accounts.
1Storing custom entity data requires workarounds such as stuffing JSON into text fields or relying heavily on external databases connected via generic APIs without native UI support.
2Native support for creating custom objects exists, but the data is siloed and difficult to leverage effectively within segmentation builders, personalization tokens, or automation workflows.
3Custom objects are fully integrated into the platform, allowing users to easily create schemas, associate them with standard records, and utilize the data directly in segmentation, automation triggers, and dynamic email content.
4The feature offers a sophisticated relational data model with support for complex many-to-many associations, automatic schema mapping from third-party apps, and high-performance querying for real-time personalization at scale.
Custom Fields
Advanced3
Oktopost provides robust native support for custom fields across campaigns and social posts, allowing for various data types like picklists and text that are fully integrated into its reporting, filtering, and CRM synchronization workflows.
View details & rubric context

Custom fields allow marketers to capture and store specific data points unique to their business needs beyond standard contact attributes, enabling precise segmentation and personalization.

What Score 3 Means

Users can create a comprehensive range of custom field types (picklists, dates, multi-select) that are immediately available across all forms, lists, segmentation logic, and reporting tools.

Full Rubric
0The product has no capability to define custom data properties, forcing users to rely exclusively on a pre-set schema of standard fields.
1Storing non-standard data requires repurposing unused existing fields or leveraging API calls to store unstructured data in generic text areas, making segmentation and reporting difficult.
2Native support allows for creating simple custom fields (text, number) on contact records, but data types are limited and fields may not be available in all forms or automation triggers.
3Users can create a comprehensive range of custom field types (picklists, dates, multi-select) that are immediately available across all forms, lists, segmentation logic, and reporting tools.
4The system supports advanced field logic including calculated fields, cross-object lookups, and complex data structures, with built-in validation and global management tools for high-volume data governance.
Tagging System
Advanced3
Oktopost provides a robust tagging system that supports bulk operations and automated rule-based tagging, which are fully integrated into its reporting dashboards and external CRM/Marketing Automation syncs for lead attribution.
View details & rubric context

A tagging system enables the flexible categorization of contacts, content, and campaigns using custom labels, allowing for precise segmentation and dynamic workflow triggers without altering database schemas.

What Score 3 Means

A fully integrated tagging system supports bulk operations, automatic tagging via workflows, and direct usage within segmentation builders and reporting dashboards.

Full Rubric
0The product has no native capability to apply tags or labels to contacts or assets, limiting organization to standard or custom fields.
1Users must simulate tagging by creating custom text fields and manually entering keywords, or by using external scripts to inject metadata via API.
2Native support allows for manual tag creation and assignment to individual records, but lacks bulk management, merging capabilities, or integration into automation triggers.
3A fully integrated tagging system supports bulk operations, automatic tagging via workflows, and direct usage within segmentation builders and reporting dashboards.
4The system features advanced governance with tag hierarchies, merge tools, and AI-driven auto-tagging based on content analysis or user behavior, ensuring high data hygiene and granular targeting.

Analytics & Intelligence

Reporting tools and AI-driven insights that measure performance, attribution, and ROI to drive strategic decisions.

Capability Score
2.20/ 4

Campaign Planning & Reporting

High-level tools for organizing marketing schedules and visualizing overall performance. These features provide the strategic view needed for management and planning.

Avg Score
3.0/ 4
Campaign Management
Advanced3
Oktopost is built on a campaign-centric architecture that provides a robust command center for planning and executing social initiatives, featuring centralized asset management and deep integration with CRMs and marketing automation platforms to track multi-channel ROI.
View details & rubric context

Campaign management enables marketers to plan, execute, and track multi-channel initiatives from a single interface to ensure consistent messaging and streamlined workflows. It serves as the central command center for orchestrating complex customer journeys and measuring the aggregate ROI of marketing efforts.

What Score 3 Means

The platform provides a robust, integrated command center for multi-channel campaigns, featuring visual workflow builders, centralized asset management, and comprehensive reporting that works seamlessly out of the box.

Full Rubric
0The product has no dedicated capability for grouping or managing marketing assets as a unified campaign, forcing users to handle individual emails or posts in isolation.
1Campaign structures can be mimicked using custom fields or external project management tools connected via API, but the system lacks native workflows to link assets or aggregate reporting automatically.
2Native campaign features exist but are limited to simple folders for grouping assets or linear, single-channel sequences, lacking true cross-channel coordination or advanced scheduling capabilities.
3The platform provides a robust, integrated command center for multi-channel campaigns, featuring visual workflow builders, centralized asset management, and comprehensive reporting that works seamlessly out of the box.
4Campaign management is market-leading with AI-driven recommendations for channel mix and timing, dynamic journey branching based on real-time behavior, and predictive analytics that optimize budget allocation automatically.
Marketing Calendar
Advanced3
Oktopost provides a fully interactive editorial calendar with drag-and-drop functionality, advanced filtering, and AI-powered 'Best Time to Post' optimization, though it is primarily focused on social media channels rather than serving as a universal command center for all marketing activities like email or events.
View details & rubric context

A centralized visual interface that allows teams to plan, schedule, and coordinate marketing campaigns across various channels, ensuring alignment on timelines and visibility into upcoming activities.

What Score 3 Means

A fully interactive marketing calendar allows users to create, edit, and drag-and-drop campaigns across all channels, with robust filtering and color-coding for immediate visibility.

Full Rubric
0The product has no native calendar view or scheduling interface for visualizing campaigns, requiring users to track dates in external tools.
1Visualization is possible only by exporting campaign data to third-party calendar applications or building custom dashboards via API to track schedules.
2A basic calendar view exists to show scheduled items, but it is largely read-only or lacks essential management features like drag-and-drop rescheduling or cross-channel filtering.
3A fully interactive marketing calendar allows users to create, edit, and drag-and-drop campaigns across all channels, with robust filtering and color-coding for immediate visibility.
4The calendar serves as a strategic command center with AI-driven send-time optimization, bi-directional syncing with project management tools, and unified visibility into global, multi-team campaign hierarchies.
ROI Reporting
Advanced3
Oktopost provides robust ROI reporting by integrating directly with CRMs and marketing automation platforms to track social media's impact on the sales pipeline and revenue through multi-touch attribution.
View details & rubric context

ROI Reporting enables teams to track the revenue generated from specific campaigns relative to their cost, providing the visibility needed to justify spend and optimize marketing budgets.

What Score 3 Means

A robust, fully integrated ROI engine automatically pulls cost and revenue data via CRM integration, supporting multi-touch attribution and providing detailed, real-time profitability dashboards out of the box.

Full Rubric
0The product has no native capability to track campaign costs or associate them with revenue, preventing any native ROI analysis.
1ROI tracking is possible only through significant workaround efforts, such as exporting data to spreadsheets for manual calculation or developing custom scripts to bridge the gap between marketing spend and sales revenue.
2Native ROI reporting is present but rudimentary, often requiring manual cost inputs per campaign and offering only single-touch attribution without drill-down capabilities.
3A robust, fully integrated ROI engine automatically pulls cost and revenue data via CRM integration, supporting multi-touch attribution and providing detailed, real-time profitability dashboards out of the box.
4The solution offers differentiated ROI intelligence, utilizing machine learning to predict future campaign performance and prescribe budget shifts to maximize returns across complex, multi-channel journeys.
Funnel Visualization
Advanced3
Oktopost provides advanced social attribution and lead generation reporting that natively tracks the journey from social engagement to CRM-synced opportunities and closed-won deals. It allows for stage-by-stage conversion analysis and filtering by campaign, though it lacks the AI-driven predictive bottleneck detection and complex non-linear journey modeling found in market-leading specialized attribution suites.
View details & rubric context

Funnel visualization enables teams to map and monitor the customer journey from initial awareness to conversion, helping identify drop-off points and optimize pipeline efficiency. By graphically representing stage-by-stage performance, this feature provides critical insights into conversion rates and overall campaign health.

What Score 3 Means

A strong, fully-integrated funnel builder allows users to customize stages, filter by specific criteria (e.g., source, campaign), and view conversion velocity. It works out of the box with interactive elements to inspect drop-offs.

Full Rubric
0The product has no native capability to visualize marketing funnels or track aggregate conversion rates between pipeline stages.
1Funnel analysis requires heavy lifting, such as exporting raw lead data to external BI tools or spreadsheets to manually calculate conversions and build charts, relying on generic APIs or webhooks for data extraction.
2Native support exists but is limited to rigid, pre-defined stages and basic cone or bar charts. It lacks interactive drill-down capabilities, segmentation options, or the ability to track custom pipeline paths.
3A strong, fully-integrated funnel builder allows users to customize stages, filter by specific criteria (e.g., source, campaign), and view conversion velocity. It works out of the box with interactive elements to inspect drop-offs.
4The feature offers market-leading intelligence, including AI-driven bottleneck detection, predictive forecasting, and multi-touch attribution modeling within the funnel view. It supports complex, non-linear journeys and cohort analysis for strategic optimization.
Custom Dashboards
Advanced3
Oktopost features a robust Social BI module that provides a drag-and-drop dashboard builder, allowing users to create flexible layouts with various visualization types and shareable reports tailored to specific KPIs.
View details & rubric context

Custom dashboards allow marketing teams to visualize performance metrics tailored to specific KPIs and stakeholder requirements, enabling real-time monitoring of campaign success without relying on rigid, pre-built reports.

What Score 3 Means

A robust drag-and-drop builder allows for flexible layouts, a wide variety of visualization types, dynamic date filtering, and the ability to share specific views with different teams or stakeholders seamlessly.

Full Rubric
0The product has no native capability to create or modify dashboards, forcing users to rely exclusively on static, hard-coded reporting views provided by the vendor.
1Custom visualization is only possible by exporting raw data to external BI tools (like Tableau or Excel) or by building a custom front-end interface using generic API endpoints.
2Users can create basic dashboards by selecting from a limited library of pre-set widgets, but layout options are rigid, filtering is global rather than widget-specific, and cross-object data correlation is not supported.
3A robust drag-and-drop builder allows for flexible layouts, a wide variety of visualization types, dynamic date filtering, and the ability to share specific views with different teams or stakeholders seamlessly.
4The platform offers intelligent dashboards with AI-driven anomaly detection, complex calculated metrics, interactive drill-downs that trigger workflows directly from the chart, and full white-labeling capabilities.
Scheduled Reporting
Advanced3
Oktopost provides a robust native scheduling engine that allows users to automate the delivery of custom dashboards and reports in various formats like PDF and CSV to multiple recipients at flexible intervals directly from the platform.
View details & rubric context

Scheduled reporting enables the automatic generation and delivery of analytics dashboards to stakeholders at defined intervals, ensuring consistent visibility into campaign performance without manual export efforts.

What Score 3 Means

A robust scheduling engine allows for flexible frequency settings, multiple format options (HTML, PDF, Excel), and easy management of internal and external recipient groups directly from the dashboard UI.

Full Rubric
0The product has no native functionality to schedule the automatic delivery of reports or dashboards, requiring users to manually log in and export data each time.
1Automated reporting requires building custom scripts to query the API and dispatch emails via external servers, or relying on third-party integration tools to trigger data exports.
2Native scheduling exists but is limited to sending static files (PDF/CSV) at rigid intervals (e.g., strictly weekly) with no ability to customize the email message or manage complex recipient lists.
3A robust scheduling engine allows for flexible frequency settings, multiple format options (HTML, PDF, Excel), and easy management of internal and external recipient groups directly from the dashboard UI.
4The platform offers intelligent scheduling that can trigger reports based on performance thresholds or anomalies, includes interactive data elements within the email, and provides AI-driven summaries of key trends.

Attribution & Analytics

Deep-dive analytical tools that determine which channels and assets drive engagement and revenue. This helps in understanding the specific impact of marketing efforts.

Avg Score
1.8/ 4
Multi-channel Attribution
Basic2
Oktopost provides native social attribution that tracks how social interactions influence the sales funnel using basic models like First-Touch and Last-Touch, but it lacks the ability to natively ingest and weight non-social touchpoints (like SEO or email) for a comprehensive cross-medium multi-touch analysis.
View details & rubric context

Multi-channel attribution tracks and assigns credit to various marketing touchpoints across different mediums, enabling teams to understand which campaigns drive revenue and optimize spend accordingly.

What Score 2 Means

Basic attribution is supported, typically limited to simplistic First-Touch or Last-Touch models that fail to account for complex, multi-step customer journeys or weighted influence.

Full Rubric
0The product has no native functionality for tracking cross-channel interactions or assigning revenue credit to specific marketing activities.
1Attribution data can be derived by exporting raw logs via API or setting up complex webhooks to feed external analytics platforms, requiring significant developer resources and manual data correlation.
2Basic attribution is supported, typically limited to simplistic First-Touch or Last-Touch models that fail to account for complex, multi-step customer journeys or weighted influence.
3The platform provides comprehensive multi-touch attribution models (e.g., W-shaped, Time Decay, Linear) natively within the dashboard, allowing users to easily analyze ROI across all integrated channels without manual setup.
4The solution features advanced algorithmic attribution powered by machine learning to automatically calculate the precise weight of every touchpoint, offering predictive scenario planning and "what-if" analysis for budget allocation.
Revenue Attribution
Advanced3
Oktopost offers robust multi-touch attribution models natively by syncing social engagement data directly with CRM opportunities, allowing users to visualize the impact of social media on revenue through models like First Touch, Last Touch, and Linear.
View details & rubric context

Revenue attribution tracks and assigns credit to the specific marketing touchpoints that influence closed deals, enabling teams to calculate ROI and optimize campaign spend effectively.

What Score 3 Means

Includes robust multi-touch attribution models (e.g., Linear, Time Decay, U-Shaped) out of the box, with seamless CRM synchronization to visualize revenue impact directly within marketing dashboards.

Full Rubric
0The product has no native capability to link marketing activities to revenue or sales outcomes, offering only vanity metrics like clicks or opens.
1Attribution is possible only by exporting raw data to external BI tools or building complex custom integrations with CRMs via APIs to manually map leads to opportunities.
2The system offers simple, single-touch attribution models (such as First Touch or Last Touch) natively, but lacks multi-touch capabilities or granular reporting on specific campaign influence.
3Includes robust multi-touch attribution models (e.g., Linear, Time Decay, U-Shaped) out of the box, with seamless CRM synchronization to visualize revenue impact directly within marketing dashboards.
4Offers algorithmic or AI-driven attribution that dynamically weights touchpoints based on historical conversion data, providing predictive ROI analysis and automatic budget optimization recommendations.
Email Heatmaps
Not Supported0
Oktopost is a social media management and employee advocacy platform that does not offer native email marketing capabilities or email heatmap visualization.
View details & rubric context

Email heatmaps provide a visual representation of subscriber engagement by overlaying click data directly onto email designs, allowing marketers to quickly identify high-performing content and optimize layout strategy.

What Score 0 Means

The product has no native capability to generate visual heatmaps or click overlays for email campaigns.

Full Rubric
0The product has no native capability to generate visual heatmaps or click overlays for email campaigns.
1Users can only achieve this by exporting raw click data and manually mapping it to templates or by embedding third-party tracking pixels to visualize engagement in an external tool.
2Native support provides a static overlay showing aggregate click percentages on links. It often fails to distinguish between multiple links pointing to the same URL and lacks segmentation by device or user type.
3The feature offers interactive heatmaps that distinguish specific link instances and support A/B test visualization. Users can toggle between unique and total clicks directly within the reporting dashboard.
4Best-in-class functionality includes dynamic segmentation (e.g., heatmaps by persona or device) and predictive attention analysis. It provides granular click maps versus scroll maps and automatically suggests design improvements based on engagement density.
Click Analysis
Advanced3
Oktopost provides robust click analysis for social media links, including lead-level attribution and the ability to trigger workflows in marketing automation platforms, though it lacks visual heatmaps for link interactions.
View details & rubric context

Click analysis provides detailed insights into where and how users interact with links in emails and landing pages, enabling marketers to optimize content layout and measure engagement effectiveness.

What Score 3 Means

The platform offers robust click analysis, including visual click maps (heatmaps), detailed link performance reports, and the ability to easily segment audiences or trigger workflows based on specific link interactions.

Full Rubric
0The product has no native capability to track or analyze specific link clicks within campaigns or assets.
1Click tracking requires manual UTM parameter management, reliance on external analytics scripts, or custom API integrations to capture and visualize link interaction data.
2Native click tracking is available but limited to aggregate click-through rates (CTR) or simple lists of clicked URLs without visual overlays or detailed subscriber-level attribution.
3The platform offers robust click analysis, including visual click maps (heatmaps), detailed link performance reports, and the ability to easily segment audiences or trigger workflows based on specific link interactions.
4Click analysis features predictive insights, real-time visual heatmaps across devices, and automated content optimization that dynamically adjusts link placement or calls-to-action based on historical interaction data.
Cohort Analysis
DIY1
Oktopost focuses on social media attribution and engagement metrics rather than native longitudinal cohort analysis; users typically need to export social data to a CRM or BI tool to perform detailed retention and behavior tracking over time.
View details & rubric context

Cohort Analysis segments users based on shared characteristics or behaviors within a specific timeframe to track retention and engagement trends over time. This helps marketers identify which campaigns drive long-term customer value rather than just immediate conversions.

What Score 1 Means

Analysis requires exporting raw event data to spreadsheets or external BI tools, or constructing complex manual SQL/API queries to piece together retention views.

Full Rubric
0The product has no native capability to group users into cohorts or track longitudinal behavior patterns based on shared start dates or attributes.
1Analysis requires exporting raw event data to spreadsheets or external BI tools, or constructing complex manual SQL/API queries to piece together retention views.
2Basic retention tables are provided, but they are rigid, supporting only standard time-based grouping (e.g., sign-up month) without the ability to layer complex behavioral filters or custom events.
3Users can easily build and visualize custom cohorts based on a wide range of acquisition dates, behaviors, and demographic attributes, with interactive retention curves and granular drill-down capabilities.
4The system employs machine learning to automatically surface significant cohort trends, predictive LTV, and churn risks, allowing marketers to trigger targeted automation workflows directly from the analysis view.

AI & Predictive Intelligence

Advanced capabilities leveraging artificial intelligence to forecast outcomes and generate content. These features automate complex decisions and creative tasks.

Avg Score
1.5/ 4
AI Copywriting Assistant
Advanced3
Oktopost features a natively integrated AI Social Media Assistant that allows users to generate, rewrite, and adjust the tone of social posts directly within the composer workflow. While it provides seamless context-aware suggestions and multi-language support, it lacks the advanced predictive engagement scoring and automated brand voice training characteristic of market-leading implementations.
View details & rubric context

An AI Copywriting Assistant leverages generative artificial intelligence to automatically draft, edit, and optimize marketing content across emails, landing pages, and social posts. This capability significantly reduces content production time while ensuring consistent tone and improved engagement rates.

What Score 3 Means

The AI assistant is deeply embedded in the email and page builders, offering context-aware suggestions, tone rewriting, and subject line optimization that works seamlessly within the existing workflow.

Full Rubric
0The product has no native generative AI capabilities for content creation, requiring users to write all copy manually or copy-paste from external tools.
1Users can integrate external AI models via API or webhooks to generate text, but the content must be manually transferred or piped into the platform through complex custom scripting.
2The platform offers a basic AI text generator within the editor, but it lacks context awareness, tone adjustments, or specific templates, often producing generic output that requires heavy editing.
3The AI assistant is deeply embedded in the email and page builders, offering context-aware suggestions, tone rewriting, and subject line optimization that works seamlessly within the existing workflow.
4The system provides a market-leading AI that learns from historical campaign performance to generate high-converting copy automatically, offering brand voice training, multivariate testing variations, and predictive engagement scoring.
Predictive Analytics
Basic2
Oktopost offers basic predictive capabilities such as 'Best Time to Post' algorithms based on historical engagement data, but it lacks native, advanced propensity modeling or churn forecasting, typically relying on CRM integrations for deep lead scoring.
View details & rubric context

Predictive analytics leverages historical data and machine learning to forecast future customer behaviors, allowing marketers to proactively optimize campaigns and target high-value leads. By anticipating outcomes like churn or purchase propensity, teams can allocate resources more effectively than with standard reporting.

What Score 2 Means

Native support is limited to basic features like static 'best time to send' algorithms or simple trend lines, lacking dynamic propensity modeling or deep segmentation.

Full Rubric
0The product has no native predictive modeling or forecasting capabilities, relying entirely on retrospective reporting.
1Predictive insights require exporting data via APIs to third-party BI tools or data science platforms for external modeling and manual re-importing of scores.
2Native support is limited to basic features like static 'best time to send' algorithms or simple trend lines, lacking dynamic propensity modeling or deep segmentation.
3Strong, out-of-the-box predictive models are available for lead scoring, churn risk, and engagement forecasting, fully integrated into the campaign builder for immediate use.
4The system offers market-leading prescriptive intelligence that not only forecasts outcomes but automatically adjusts campaign flows and content personalization in real-time based on AI-driven revenue predictions.
Churn Prediction
Not Supported0
Oktopost is a social media management and employee advocacy platform that does not offer native predictive modeling or automated logic to identify customer churn risk.
View details & rubric context

Churn prediction utilizes historical data and behavioral analytics to identify customers at risk of attrition before they leave. This insight enables teams to proactively deploy retention strategies and automated re-engagement campaigns to safeguard revenue.

What Score 0 Means

The product has no native capability to predict customer churn or identify at-risk accounts based on historical data or predictive modeling.

Full Rubric
0The product has no native capability to predict customer churn or identify at-risk accounts based on historical data or predictive modeling.
1Users must export engagement data to third-party analytics tools or build custom scripts via API to calculate risk scores. There is no internal logic to automatically flag potential churn.
2Basic churn detection is available through static, rules-based triggers (e.g., 'last login > 30 days'). It lacks predictive machine learning capabilities and relies on manual threshold configuration.
3The platform includes native predictive modeling that assigns risk scores based on engagement trends and behavioral patterns. Users can easily segment at-risk audiences and trigger automated retention workflows without complex setup.
4A market-leading AI engine analyzes vast datasets, including sentiment and external signals, to predict churn with high precision. It provides prescriptive recommendations for retention and autonomously adjusts campaign logic to maximize customer lifetime value.
Next Best Action
DIY1
Oktopost lacks a native, predictive decisioning engine for individual customer journeys, instead serving as a data provider that requires integration with external Marketing Automation Platforms or CRMs to execute next-best-action logic.
View details & rubric context

Next Best Action utilizes predictive analytics and business rules to determine the optimal subsequent interaction for an individual customer, maximizing engagement and conversion rates. This capability shifts marketing from static, linear campaigns to dynamic, real-time decisioning tailored to specific user contexts.

What Score 1 Means

Achieving next best action logic requires heavy lifting, such as connecting to external decisioning engines via generic APIs or maintaining complex custom code to manage state and triggers outside the platform.

Full Rubric
0The product has no native capability to calculate, suggest, or automate the next optimal interaction for a customer based on their profile or behavior.
1Achieving next best action logic requires heavy lifting, such as connecting to external decisioning engines via generic APIs or maintaining complex custom code to manage state and triggers outside the platform.
2Native support exists but is limited to static, linear rule-sets (simple branching) rather than dynamic arbitration, covering only basic use cases without predictive scoring or real-time adaptation.
3Strong, fully-integrated functionality uses predictive models or centralized logic to surface recommendations directly within the UI, working out-of-the-box for standard omnichannel scenarios with minimal friction.
4Best-in-class implementation leverages self-optimizing AI to arbitrate between thousands of potential actions in real-time, providing a strategic advantage through autonomous, cross-channel journey orchestration and continuous learning.

Platform & Administration

Infrastructure features covering security, compliance, technical integrations, and team collaboration tools.

Capability Score
2.31/ 4

Email Deliverability

Features focused on ensuring emails successfully reach the recipient's inbox and maintaining a positive sender reputation. This includes technical authentication and monitoring tools.

Avg Score
0.8/ 4
Spam Testing
Not Supported0
Oktopost is a social media management and employee advocacy platform that does not offer email marketing capabilities, and therefore lacks native functionality for testing email content against spam filters.
View details & rubric context

Spam testing capabilities allow marketers to evaluate email content against spam filters and firewalls before deployment to ensure optimal inbox placement. By identifying potential deliverability issues early, teams can protect sender reputation and maximize campaign engagement.

What Score 0 Means

The product has no native functionality to test email content against spam filters or assess deliverability risks before sending.

Full Rubric
0The product has no native functionality to test email content against spam filters or assess deliverability risks before sending.
1Users can achieve spam testing only by manually exporting email HTML to third-party validation tools or building custom API integrations with external deliverability services.
2Native support is limited to a basic syntax check or a simple keyword scan (e.g., checking for "free" or all-caps) without testing against actual ISP filters or providing a deliverability score.
3The platform includes a robust, integrated spam testing suite that runs emails against major filters (like SpamAssassin) and provides a clear pass/fail score with actionable feedback directly in the campaign workflow.
4The feature provides best-in-class, AI-powered deliverability intelligence that predicts inbox placement across specific ISPs, visualizes rendering on hundreds of devices, and automatically suggests content optimizations to bypass strict corporate firewalls.
Bounce Handling
Not Supported0
Oktopost is a social media management platform and does not offer native email marketing capabilities, meaning it has no built-in functionality for tracking or managing email bounces.
View details & rubric context

Bounce handling automatically identifies and processes email delivery failures to protect sender reputation and maintain list hygiene. It distinguishes between temporary soft bounces and permanent hard bounces to ensure future campaigns reach valid inboxes.

What Score 0 Means

The product has no native capability to track, report, or manage email bounces, requiring manual monitoring of return receipts.

Full Rubric
0The product has no native capability to track, report, or manage email bounces, requiring manual monitoring of return receipts.
1Bounce management requires custom integration with mail server APIs or webhooks to capture failure events and update contact records programmatically.
2Native support provides a simple suppression list for hard bounces but lacks granular handling for soft bounces or detailed failure categorization.
3The system automatically categorizes hard versus soft bounces, suppresses invalid addresses immediately, and executes standard retry workflows for temporary failures.
4Best-in-class handling uses predictive intelligence to optimize retry timing per ISP and offers automated remediation workflows to correct data errors and maximize inbox placement.
Dedicated IP Address
Not Supported0
Oktopost is a social media management and employee advocacy platform that does not function as an email service provider, and therefore lacks any capability to assign or manage dedicated IP addresses for email marketing.
View details & rubric context

A dedicated IP address assigns a unique internet protocol address exclusively to one sender, providing total control over email reputation and deliverability independent of other users' activities.

What Score 0 Means

The product has no capability to assign a dedicated IP address, restricting all clients to shared IP pools where deliverability is impacted by the collective behavior of the user base.

Full Rubric
0The product has no capability to assign a dedicated IP address, restricting all clients to shared IP pools where deliverability is impacted by the collective behavior of the user base.
1A dedicated sending identity is only possible by bypassing the platform's native mail servers and configuring a custom SMTP relay or third-party email infrastructure via API integration.
2The platform supports dedicated IP addresses, but the provisioning process is static and manual, lacking automated warming features or integrated tools to assess IP health.
3Dedicated IPs are fully supported with a structured implementation process, including built-in IP warming plans, reputation monitoring dashboards, and seamless integration into the sending workflow.
4The platform provides best-in-class IP management with automated, algorithmic IP warming, proactive reputation monitoring that alerts on blocklistings, and intelligent load balancing across multiple dedicated IPs for enterprise scale.
Domain Authentication
Advanced3
Oktopost provides a self-service interface for configuring DKIM and SPF records for its email-related features, such as employee advocacy, including built-in verification tools to confirm DNS propagation and domain readiness.
View details & rubric context

Domain Authentication verifies that emails sent through the platform originate from the sender's own domain rather than a generic service address, which is critical for establishing sender reputation and ensuring high deliverability rates. This feature typically involves configuring DNS records like SPF, DKIM, and DMARC to validate ownership and prevent spoofing.

What Score 3 Means

A strong, fully-integrated setup wizard guides users through SPF, DKIM, and DMARC configuration, offering real-time verification buttons and clear status indicators to confirm the domain is ready for sending.

Full Rubric
0The product has no capability to authenticate custom domains, forcing users to send emails via a generic shared address (e.g., 'via mail-service.com'), which negatively impacts deliverability and brand consistency.
1Domain authentication is possible but requires heavy lifting, such as submitting manual support tickets, editing backend configuration files, or using APIs to register signing keys, with no self-service UI available.
2Native support exists for generating SPF and DKIM records, but the interface is static and lacks validation tools, leaving users to manually verify DNS propagation using external tools.
3A strong, fully-integrated setup wizard guides users through SPF, DKIM, and DMARC configuration, offering real-time verification buttons and clear status indicators to confirm the domain is ready for sending.
4Best-in-class implementation offers automated DNS configuration via host integrations (e.g., GoDaddy, Cloudflare), proactive deliverability monitoring, and automated key rotation to maintain maximum security and sender reputation.
Deliverability Monitoring
Not Supported0
Oktopost is a social media management and employee advocacy platform that does not offer native email marketing capabilities, and therefore lacks any features for monitoring email deliverability, sender reputation, or inbox placement.
View details & rubric context

Deliverability monitoring tracks email sender reputation, inbox placement, and bounce rates to ensure campaigns reach recipients' inboxes rather than spam folders. It provides critical visibility into domain health and authentication protocols to maximize campaign engagement.

What Score 0 Means

The product has no native capabilities for tracking sender reputation, inbox placement, or domain health, providing only simple sent/bounced status flags.

Full Rubric
0The product has no native capabilities for tracking sender reputation, inbox placement, or domain health, providing only simple sent/bounced status flags.
1Deliverability insights can only be achieved by exporting logs to third-party tools or building custom API integrations to ingest reputation data from external services.
2Native support covers basic delivery metrics like hard and soft bounce rates, but lacks granular visibility into inbox vs. spam placement or specific ISP blocking issues.
3The platform includes a comprehensive deliverability suite with reputation scoring, authentication validation (SPF/DKIM), and detailed bounce analysis fully integrated into the reporting UI.
4The solution offers market-leading intelligence with automated IP warming, predictive inbox placement testing, and proactive AI alerts that identify and resolve reputation threats before they impact campaigns.
Suppression Lists
Basic2
Oktopost provides native global exclusion lists to prevent specific domains or email addresses from being tracked as leads or synced to CRMs, but it lacks the granular, campaign-specific suppression and automated bounce management typical of email-focused marketing automation platforms.
View details & rubric context

Suppression lists allow marketers to automatically exclude specific contacts or domains from campaigns to ensure compliance and protect sender reputation. This functionality is critical for managing unsubscribes, hard bounces, and strategic exclusions without manual list cleaning.

What Score 2 Means

Native support includes a global unsubscribe list and basic hard bounce handling. Users can manually upload static suppression files, but granular control over specific campaigns or dynamic criteria is limited.

Full Rubric
0The product has no native capability to create or manage suppression lists, requiring manual removal of contacts from active lists before every send.
1Suppression logic requires manual workarounds, such as creating complex exclusion segments for every campaign or using APIs to cross-reference external 'do not contact' databases.
2Native support includes a global unsubscribe list and basic hard bounce handling. Users can manually upload static suppression files, but granular control over specific campaigns or dynamic criteria is limited.
3Strong, fully-integrated functionality supports global, campaign-specific, and dynamic suppression lists. It automatically handles unsubscribes and bounces while allowing complex logic (e.g., frequency capping) to exclude contacts across workflows.
4Best-in-class implementation features intelligent, automated suppression based on engagement fatigue, cross-channel exclusions, and real-time synchronization with external compliance registries to maximize deliverability and reputation.

Integrations & Connectivity

The technical framework for connecting the marketing platform with the broader technology stack. These features ensure data flows seamlessly between systems.

Avg Score
2.9/ 4
CRM Integration
Best4
Oktopost provides deep, native integrations with major CRMs like Salesforce and Microsoft Dynamics, offering bi-directional data flow, social activity tracking on lead records, and advanced revenue attribution that aligns social engagement with CRM opportunities.
View details & rubric context

CRM integration synchronizes marketing activity with sales data to ensure seamless lead handoffs and unified customer profiles. This connectivity aligns teams by keeping contact details, scores, and engagement history consistent across platforms.

What Score 4 Means

The system offers best-in-class integration with real-time data enrichment, automated conflict resolution, and embedded sales insights, enabling complex revenue attribution and account-based marketing workflows directly within the CRM.

Full Rubric
0The product has no native integration capabilities for CRM platforms, forcing teams to manually export and import CSV files to transfer lead data.
1Connectivity requires building custom connectors via raw APIs or relying heavily on third-party middleware like Zapier, often resulting in fragile or unidirectional data flows that demand technical maintenance.
2Native integration is available for popular CRMs but is limited to basic, one-way contact creation, lacking support for custom fields, opportunity data, or historical activity syncing.
3A robust, bi-directional sync is supported out-of-the-box, allowing detailed mapping of custom fields, lead scores, and campaign membership with reliable error handling and minimal setup.
4The system offers best-in-class integration with real-time data enrichment, automated conflict resolution, and embedded sales insights, enabling complex revenue attribution and account-based marketing workflows directly within the CRM.
Native CRM Connectors
Advanced3
Oktopost provides robust, native bi-directional integrations with major CRMs like Salesforce and Microsoft Dynamics, allowing users to map social engagement data to custom objects and fields through an intuitive interface.
View details & rubric context

Native CRM connectors facilitate seamless, bi-directional data synchronization between marketing automation platforms and customer relationship management systems. This integration ensures sales and marketing alignment by keeping lead data, activity history, and scoring metrics consistent across both tools.

What Score 3 Means

The solution provides robust, bi-directional syncing for standard and custom objects with an intuitive UI for field mapping, scheduled syncs, and basic conflict resolution.

Full Rubric
0The product has no native integration capabilities with CRM platforms, forcing users to rely on manual CSV exports and imports to transfer lead data.
1Connectivity requires building custom middleware using raw APIs, generic webhooks, or third-party automation tools like Zapier, demanding significant developer resources to establish basic data flow.
2A native connector is available for major platforms but is limited to standard fields and one-way synchronization, often lacking support for custom objects or real-time updates.
3The solution provides robust, bi-directional syncing for standard and custom objects with an intuitive UI for field mapping, scheduled syncs, and basic conflict resolution.
4The system features intelligent, real-time synchronization that automatically detects schema changes, handles complex data relationships, and optimizes API usage for high-volume environments without user intervention.
Bi-directional Data Sync
Best4
Oktopost provides market-leading bi-directional synchronization with major CRMs and marketing automation platforms, featuring granular field mapping, real-time updates, and historical data backfilling to ensure seamless lead attribution across the tech stack.
View details & rubric context

Bi-directional data sync ensures that customer information remains consistent across marketing automation and CRM platforms by automatically updating records in both systems whenever a change occurs in either. This eliminates data silos and ensures teams operate with the most current lead intelligence.

What Score 4 Means

The system provides intelligent, real-time synchronization with advanced conflict resolution logic, historical data backfilling, and granular control over sync triggers, ensuring absolute data integrity across complex tech stacks.

Full Rubric
0The product has no native capability to synchronize data back and forth with external systems, requiring manual data entry or periodic file imports/exports to keep records aligned.
1Synchronization is possible only through generic API endpoints or webhooks, requiring the customer to build and maintain their own middleware or scripts to handle conflict resolution and data mapping.
2Native bi-directional sync is available for standard fields only, often with significant latency or rigid mapping rules that cannot accommodate custom objects or complex data relationships.
3The platform offers robust, near real-time bi-directional sync for both standard and custom fields, featuring an intuitive UI for field mapping and automated error handling without technical intervention.
4The system provides intelligent, real-time synchronization with advanced conflict resolution logic, historical data backfilling, and granular control over sync triggers, ensuring absolute data integrity across complex tech stacks.
API Access
Advanced3
Oktopost provides a comprehensive REST API with OAuth 2.0 authentication and well-structured documentation that covers core entities such as campaigns, posts, and analytics. It is designed for production-ready integrations with enterprise stacks, though it lacks the advanced real-time streaming and deep schema management required for a score of 4.
View details & rubric context

API Access enables external applications to programmatically interact with the marketing automation platform to sync data, trigger workflows, and retrieve analytics. This connectivity is essential for integrating the software into a broader technology stack and automating complex cross-platform data flows.

What Score 3 Means

The platform provides a comprehensive, well-documented API that mirrors most UI functionality, including campaign triggers and granular data retrieval. It supports standard authentication (OAuth 2.0) and offers official SDKs to streamline development.

Full Rubric
0The product has no public API available for developers to access data or trigger actions programmatically, limiting integrations to manual file uploads.
1Programmatic access is limited to generic webhooks or requires heavy custom coding to parse non-standard data formats. Developers must rely on unsupported methods or extensive middleware to achieve basic connectivity.
2A standard public API exists (typically REST) covering core entities like contacts and lists. However, documentation may be sparse, rate limits are restrictive, and it lacks endpoints for advanced features like reporting or campaign management.
3The platform provides a comprehensive, well-documented API that mirrors most UI functionality, including campaign triggers and granular data retrieval. It supports standard authentication (OAuth 2.0) and offers official SDKs to streamline development.
4The API is best-in-class, offering high-performance bulk endpoints, real-time streaming capabilities, and a dedicated developer portal with sandboxes and interactive documentation. It allows for deep customization, including schema management and custom app extensions.
Webhooks
Advanced3
Oktopost provides a robust webhook system that supports a wide range of events across social publishing, lead generation, and employee advocacy, allowing for custom headers and delivery history tracking. While highly functional for production use, it lacks some of the most advanced market-leading features like a visual testing environment for simulating and replaying payloads.
View details & rubric context

Webhooks enable the marketing automation platform to send real-time data payloads to external applications immediately upon specific triggers, ensuring synchronized data across the tech stack without manual exports.

What Score 3 Means

Users can configure webhooks for a broad spectrum of events, customize the JSON payload and headers, and access delivery history to verify successful transmission.

Full Rubric
0The product has no capability to trigger outgoing HTTP requests or webhooks based on internal system events.
1Users must rely on polling APIs via custom scripts or third-party middleware to detect changes, as the system cannot push real-time event notifications directly.
2The system supports webhooks for a few core events with fixed data structures, lacking options for payload customization, header manipulation, or error logging.
3Users can configure webhooks for a broad spectrum of events, customize the JSON payload and headers, and access delivery history to verify successful transmission.
4The feature offers enterprise-grade reliability with automatic retries, security verification (HMAC), granular event filtering, and a visual testing environment to simulate and replay payloads.
Zapier Integration
Advanced3
Oktopost provides a verified and robust Zapier integration that includes a wide array of triggers and actions, allowing for complex, bi-directional data synchronization between social media activities and other marketing or CRM platforms.
View details & rubric context

Zapier integration allows users to connect the marketing platform with thousands of other applications to automate workflows and synchronize data without writing code.

What Score 3 Means

The platform provides a verified, comprehensive Zapier app with a wide range of triggers, actions, and search capabilities that support complex, bi-directional workflows.

Full Rubric
0The product has no native integration with Zapier and is not listed in the Zapier app directory.
1Integration is possible only through generic webhooks or API endpoints, requiring users to manually configure data payloads and authentication within Zapier.
2A basic native Zapier app exists, but it provides a limited selection of triggers and actions, often restricting automation to simple one-way data pushes.
3The platform provides a verified, comprehensive Zapier app with a wide range of triggers, actions, and search capabilities that support complex, bi-directional workflows.
4The integration offers a best-in-class experience with embedded Zapier controls, instant triggers, and a vast library of pre-configured templates that simplify complex cross-platform automation.
eCommerce Integration
Not Supported0
Oktopost is a B2B social media management platform focused on lead attribution and CRM integration; it lacks native capabilities or connectors for synchronizing eCommerce transactional data, purchase history, or product catalogs.
View details & rubric context

eCommerce integration connects marketing automation platforms with online stores to synchronize customer data, purchase history, and product catalogs. This connectivity enables personalized messaging based on buying behavior and automates transactional workflows like abandoned cart recovery.

What Score 0 Means

The product has no native capability to connect with eCommerce platforms or ingest transactional data for marketing purposes.

Full Rubric
0The product has no native capability to connect with eCommerce platforms or ingest transactional data for marketing purposes.
1Integration is achievable only through generic webhooks or raw API access, requiring significant developer resources to build custom middleware for mapping order data and triggering events.
2Native connectors exist for major platforms like Shopify or WooCommerce, but functionality is limited to basic contact syncing without deep access to historical order data or product catalogs.
3Deep, pre-built integrations synchronize historical purchase data, abandoned carts, and product catalogs in real-time, enabling segmentation based on lifetime value or specific SKUs without complex setup.
4The solution offers predictive analytics on purchase data to suggest next-best actions, automates dynamic cross-channel product recommendations, and natively supports complex B2B commerce scenarios like quote-based workflows.

Security & Access Control

Features that protect the platform and its data from unauthorized access. These are critical for maintaining operational integrity and enterprise-grade security.

Avg Score
3.2/ 4
Single Sign-On (SSO)
Best4
Oktopost provides a market-leading SSO implementation that supports standard SAML 2.0 protocols alongside SCIM for automated user provisioning and deprovisioning, allowing for full lifecycle management and granular role mapping.
View details & rubric context

Single Sign-On (SSO) enables users to access the marketing automation platform using their existing corporate credentials, significantly improving security posture and user experience. This capability centralizes identity management, ensuring seamless access control and reducing the administrative burden of managing separate passwords.

What Score 4 Means

A market-leading implementation that combines SSO with full SCIM support for automated lifecycle management (provisioning/deprovisioning), granular attribute mapping for role assignment, and enforcement of advanced security policies directly from the Identity Provider.

Full Rubric
0The product has no native Single Sign-On capability, forcing users to create and manage unique usernames and passwords specifically for this application.
1SSO integration is possible but requires building a custom authentication handler using generic APIs or middleware, placing the burden of implementation and maintenance on the customer's IT team.
2Native support is provided but is limited to basic implementations, such as "Sign in with Google" or a rigid SAML configuration without support for automatic user provisioning or role mapping.
3The platform supports standard enterprise SSO protocols (SAML 2.0, OIDC) out of the box, integrating easily with major Identity Providers like Okta or Azure AD, and includes Just-in-Time (JIT) user provisioning.
4A market-leading implementation that combines SSO with full SCIM support for automated lifecycle management (provisioning/deprovisioning), granular attribute mapping for role assignment, and enforcement of advanced security policies directly from the Identity Provider.
Two-Factor Authentication
Advanced3
Oktopost provides native support for two-factor authentication using TOTP-based authenticator apps and allows administrators to enforce mandatory 2FA across all users in the account.
View details & rubric context

Two-Factor Authentication (2FA) secures the marketing platform by requiring a second form of verification beyond a password, protecting sensitive customer lists and campaign assets from unauthorized access.

What Score 3 Means

Strong, production-ready support for time-based one-time passwords (TOTP) via authenticator apps. Includes administrative controls to enforce mandatory 2FA across the organization.

Full Rubric
0The product has no native capability for two-factor authentication, relying solely on standard username and password credentials for access.
1Multi-factor security is possible only by routing logins through a custom-configured third-party Identity Provider (IdP) via generic APIs or SAML, without native setup wizards.
2Native support exists but is limited to basic methods like SMS or email verification. Administrators often cannot enforce usage globally, leaving adoption up to individual users.
3Strong, production-ready support for time-based one-time passwords (TOTP) via authenticator apps. Includes administrative controls to enforce mandatory 2FA across the organization.
4Best-in-class security supporting hardware keys (FIDO2/WebAuthn), biometrics, and risk-based adaptive authentication. It offers granular enforcement policies and seamless integration with enterprise SSO.
Role-Based Access Control
Advanced3
Oktopost provides robust native support for creating custom roles with granular permissions across its various modules and social profiles, allowing enterprises to tailor access to specific organizational needs.
View details & rubric context

Role-Based Access Control (RBAC) enables administrators to define granular permissions and restrict system access based on user responsibilities, ensuring data security and operational integrity within marketing workflows.

What Score 3 Means

The platform supports the creation of custom roles with granular permission settings for specific assets and modules, allowing administrators to tailor access precisely to organizational needs out of the box.

Full Rubric
0The product has no native capability to restrict access based on user roles, granting all users identical permissions or full administrative access to the marketing platform.
1Permissioning requires heavy reliance on external Identity Providers (IdP) to gate entry without internal role mapping, or necessitates custom API middleware to enforce restrictions that the UI cannot handle.
2Native support is limited to a small set of fixed, pre-defined roles (e.g., Admin, Editor, Viewer) that cannot be customized, offering basic restriction capabilities but lacking flexibility for specific tasks.
3The platform supports the creation of custom roles with granular permission settings for specific assets and modules, allowing administrators to tailor access precisely to organizational needs out of the box.
4Best-in-class governance includes hierarchical team structures, field-level security, and dynamic rule-based assignment, enabling complex enterprise permissioning strategies that scale automatically with organizational growth.
Audit Trails
Advanced3
Oktopost provides comprehensive activity logs that allow administrators to track user actions, content modifications, and configuration changes with filtering and export options, meeting enterprise compliance requirements.
View details & rubric context

Audit trails provide a chronological record of user activities, tracking who made changes to campaigns, workflows, or data and when. This visibility ensures accountability, simplifies troubleshooting errors, and maintains compliance with security standards.

What Score 3 Means

The system provides comprehensive audit logs with 'before and after' values for specific field changes across all assets. Users can easily search, filter by user or date, and export logs for compliance purposes.

Full Rubric
0The product has no native capability to log or display user activity history, meaning changes to assets or settings cannot be traced back to a specific user or time.
1Audit data is not accessible in the UI but can be retrieved via raw API logs or requires setting up custom webhooks to send activity data to an external logging system or data warehouse.
2Native audit logs are available but limited to high-level events (e.g., 'Campaign Updated') without showing specific field changes. Retention periods are short, and filtering or searching capabilities are restrictive.
3The system provides comprehensive audit logs with 'before and after' values for specific field changes across all assets. Users can easily search, filter by user or date, and export logs for compliance purposes.
4In addition to granular logging, the feature includes intelligent anomaly detection to flag suspicious activity and 'time travel' capabilities, allowing administrators to instantly revert specific changes directly from the audit trail interface.
IP Whitelisting
Advanced3
Oktopost provides native IP restriction capabilities within its security settings, allowing administrators to define allowed IP addresses and CIDR ranges to control access to the platform and its API.
View details & rubric context

IP whitelisting allows administrators to restrict platform access to specific trusted IP addresses or ranges, ensuring that only authorized users from approved locations can log in.

What Score 3 Means

A robust, production-ready feature that supports CIDR ranges, bulk management of IP lists, and the ability to apply specific whitelists to distinct user roles or API keys directly within the settings UI.

Full Rubric
0The product has no native capability to restrict login access based on IP addresses, relying entirely on standard credentials or external authentication methods.
1Access restrictions based on IP can only be achieved through complex configurations with a third-party Identity Provider (IdP) or by setting up a custom proxy layer, requiring significant IT maintenance.
2Native support exists but is limited to a global allow-list where administrators must manually enter individual IP addresses, lacking support for ranges (CIDR) or role-based granularity.
3A robust, production-ready feature that supports CIDR ranges, bulk management of IP lists, and the ability to apply specific whitelists to distinct user roles or API keys directly within the settings UI.
4Best-in-class implementation offering dynamic access controls, context-aware policies (e.g., combining IP with device trust), automated anomaly detection for suspicious IPs, and detailed audit logs for blocked attempts.

Compliance & Privacy

Functionality ensuring adherence to data protection regulations and user preferences. This helps organizations avoid legal risks and respect customer privacy.

Avg Score
1.8/ 4
Subscription Management
Not Supported0
Oktopost is a social media management platform that does not offer native email subscription management or preference centers, as these functions are typically handled by the external marketing automation systems it integrates with.
View details & rubric context

Subscription Management enables organizations to handle email opt-ins, opt-outs, and communication preferences to ensure regulatory compliance and maintain list hygiene. By offering granular control over content topics and frequency, this feature helps reduce global unsubscribes and improves audience engagement.

What Score 0 Means

The product has no native functionality for managing subscriptions, opt-ins, or opt-outs, requiring manual list cleaning or external tools to handle compliance.

Full Rubric
0The product has no native functionality for managing subscriptions, opt-ins, or opt-outs, requiring manual list cleaning or external tools to handle compliance.
1Subscription logic must be built externally using custom forms and scripts that update database fields via API, lacking a native interface for managing preferences.
2Native support provides a standard global unsubscribe link and a binary opt-in/opt-out status, but lacks customizable preference centers for specific topics or frequency controls.
3A robust, out-of-the-box preference center allows contacts to manage specific interest groups and communication frequency, fully integrated with the contact database for real-time compliance.
4The system offers a dynamic, intelligent preference center that adapts options based on user segments, includes predictive fatigue management to auto-adjust frequency, and handles multi-jurisdiction compliance automatically.
GDPR Compliance
Advanced3
Oktopost provides comprehensive native tools for GDPR compliance, including automated workflows for data deletion and export requests directly within the platform, alongside robust consent management for tracking and employee advocacy.
View details & rubric context

GDPR compliance features ensure marketing activities adhere to data privacy regulations through consent management, data access rights, and the right to be forgotten. This functionality is critical for protecting customer data and avoiding significant legal penalties while executing campaigns.

What Score 3 Means

The platform offers comprehensive tools for consent management, including automated workflows for data deletion and export requests directly within the user interface, along with detailed audit logs.

Full Rubric
0The product has no built-in tools for managing data privacy regulations, lacking features for consent tracking, data portability, or deletion requests.
1Compliance is possible only through manual database queries or custom API integrations to handle consent flags and deletion requests, requiring significant developer resources to maintain.
2Native support includes basic fields for consent storage and standard unsubscribe links, but fulfilling data subject access requests or "right to be forgotten" mandates often requires manual intervention or support tickets.
3The platform offers comprehensive tools for consent management, including automated workflows for data deletion and export requests directly within the user interface, along with detailed audit logs.
4A best-in-class privacy center automatically manages compliance across multiple jurisdictions (GDPR, CCPA) with intelligent suppression lists that sync across integrated tech stacks and proactive expiration of non-consented data.
CCPA Compliance
Advanced3
Oktopost provides native, production-ready tools for managing Data Subject Access Requests (DSAR) and data deletion, allowing users to fulfill CCPA compliance requirements directly within the platform's privacy settings.
View details & rubric context

CCPA Compliance features enable organizations to manage California consumer data rights, including consent tracking, data access requests, and opt-out mechanisms directly within marketing campaigns.

What Score 3 Means

Strong, fully-integrated functionality supports automated Data Subject Access Requests (DSAR), granular consent management, and built-in 'Do Not Sell' widgets that work out of the box.

Full Rubric
0The product has no specific functionality for CCPA Compliance, forcing users to manually manage data privacy requests and consent tracking in external systems.
1Compliance can be achieved through custom workarounds, such as using generic APIs to extract or delete user data and manual tagging to simulate opt-out statuses.
2Native support exists but is minimal, providing basic fields for 'Do Not Sell' status or simple opt-out links without automated workflows for data deletion or access requests.
3Strong, fully-integrated functionality supports automated Data Subject Access Requests (DSAR), granular consent management, and built-in 'Do Not Sell' widgets that work out of the box.
4A best-in-class implementation offers a strategic advantage with a centralized privacy center, automated cross-platform data suppression, and intelligent audit trails that proactively ensure ongoing CCPA Compliance.
Double Opt-in
Not Supported0
Oktopost is a social media management and employee advocacy platform that does not natively host email marketing lists or provide the email delivery infrastructure required to facilitate a double opt-in process.
View details & rubric context

Double opt-in functionality requires subscribers to confirm their email address via a verification link before being added to a mailing list, ensuring high-quality data and improved deliverability rates.

What Score 0 Means

The product has no native capability to enforce a two-step subscription confirmation process.

Full Rubric
0The product has no native capability to enforce a two-step subscription confirmation process.
1Double opt-in workflows must be built manually by creating custom automation rules, triggering generic emails with verification links, and managing status updates via API or complex logic scripts.
2A standard double opt-in toggle is available on forms, sending a generic confirmation email. Customization of the confirmation message or landing page is limited or non-existent.
3The system offers a robust double opt-in setup with fully customizable confirmation emails and success pages. It integrates seamlessly with form builders and manages subscription statuses automatically without manual intervention.
4Double opt-in is handled with intelligent automation, offering conditional logic (e.g., only for specific regions like GDPR zones), A/B testing on confirmation requests, and detailed analytics on verification drop-off rates to optimize list growth.
Data Encryption
Advanced3
Oktopost provides industry-standard encryption for data both in transit via TLS and at rest using AES-256, meeting enterprise security requirements for production environments without requiring manual configuration.
View details & rubric context

Data encryption secures sensitive customer information and campaign metrics by encoding data during transmission and storage to prevent unauthorized access. This protection is essential for meeting compliance standards and safeguarding proprietary marketing intelligence.

What Score 3 Means

The platform includes industry-standard encryption for data both in transit and at rest (e.g., AES-256) by default, ensuring data remains secure without impacting the performance of marketing workflows or reporting tools.

Full Rubric
0The product has no native capabilities to encrypt data at rest or provides insufficient security protocols for data in transit.
1Encryption can be achieved by manually hashing or encrypting data payloads via API before ingestion, or by relying on external proxies, requiring significant custom development to manage decryption for use.
2Standard encryption is provided for data in transit (TLS/SSL), but encryption at rest is either absent, optional at an extra cost, or applies only to the entire database volume without specific field-level protections.
3The platform includes industry-standard encryption for data both in transit and at rest (e.g., AES-256) by default, ensuring data remains secure without impacting the performance of marketing workflows or reporting tools.
4Security is market-leading with Bring Your Own Key (BYOK) management, allowing clients to manage their own encryption keys, along with granular field-level encryption and automated compliance auditing features.

Team Collaboration

Tools that facilitate teamwork, communication, and process management within the marketing department. This improves efficiency and reduces errors in campaign execution.

Avg Score
3.2/ 4
Collaboration Tools
Advanced3
Oktopost provides robust native collaboration features including @mentions, threaded internal comments, and multi-stage approval workflows directly within the social campaign builder.
View details & rubric context

Collaboration tools enable marketing teams to streamline communication, manage approvals, and co-edit assets directly within the platform, reducing errors and accelerating campaign launch times.

What Score 3 Means

The platform offers robust collaboration features such as in-context commenting, @mentions, threaded discussions, and formal approval workflows that are fully integrated into the campaign builder interface.

Full Rubric
0The product has no native features for team communication, asset annotation, or approval workflows within the platform.
1Collaboration relies on external communication channels like email or Slack with no direct linkage to assets, or requires building custom middleware to trigger notifications based on system events.
2Native support includes basic commenting on assets and simple status flags (e.g., draft vs. approved), but lacks real-time notifications, threading, or granular permission controls.
3The platform offers robust collaboration features such as in-context commenting, @mentions, threaded discussions, and formal approval workflows that are fully integrated into the campaign builder interface.
4Best-in-class implementation features real-time co-authoring, automated approval routing based on budget or scope, and seamless external stakeholder review portals that accelerate sign-offs without requiring platform licenses.
Approval Workflows
Advanced3
Oktopost provides a robust, multi-stage approval system that allows for role-based assignments, comment history, and strict enforcement to prevent unauthorized publishing, though it lacks the complex conditional branching found in market-leading implementations.
View details & rubric context

Approval workflows enable marketing teams to enforce review processes for campaigns, emails, and assets before they go live, ensuring brand consistency and compliance. This functionality mitigates risk by requiring specific stakeholder sign-off prior to publication.

What Score 3 Means

The platform provides robust, multi-stage approval chains that can be assigned to specific users or teams. It includes built-in notifications, comment history, and strict enforcement that prevents publishing until all approvals are secured.

Full Rubric
0The product has no native capability to gate content or campaigns for review before publishing, relying entirely on trust or external communication.
1Approvals can only be managed through manual workarounds, such as restricting user permissions and handling sign-offs via email, or by building custom connections to external project management tools via APIs.
2Native support is limited to a simple, linear review step or a basic status toggle (e.g., Draft vs. Approved). It lacks support for multi-stage routing, conditional logic, or specific role-based assignment.
3The platform provides robust, multi-stage approval chains that can be assigned to specific users or teams. It includes built-in notifications, comment history, and strict enforcement that prevents publishing until all approvals are secured.
4A market-leading implementation offering conditional logic (e.g., routing based on audience size or budget), parallel approval paths, and mobile-friendly review interfaces. It integrates seamlessly with collaboration tools like Slack or Teams for real-time sign-off.
Task Management
Advanced3
Oktopost provides a comprehensive task management system that allows users to create, assign, and track tasks with due dates and statuses specifically for social media content and campaigns. It supports automated task generation through its approval workflows, ensuring team accountability and streamlined collaboration within the platform.
View details & rubric context

Task management capabilities allow teams to organize, assign, and track marketing activities and follow-ups directly within the automation platform to ensure campaign milestones and lead handoffs are never missed.

What Score 3 Means

A comprehensive task system allows for assigning owners, setting due dates, and tracking status. Tasks can be automatically generated via workflow rules based on lead behavior or campaign progression.

Full Rubric
0The product has no native functionality for creating, assigning, or tracking tasks associated with marketing assets or contacts.
1Task tracking requires workarounds such as using generic text fields on contact records or building custom API integrations to push alerts to external project management tools.
2Basic native task creation exists, allowing users to manually log to-do items against records. Functionality is limited to simple text entries without due dates, reminders, or automated triggers.
3A comprehensive task system allows for assigning owners, setting due dates, and tracking status. Tasks can be automatically generated via workflow rules based on lead behavior or campaign progression.
4The feature offers best-in-class productivity tools, including bi-directional sync with external project management suites, intelligent prioritization based on lead scoring, and collaborative features like in-task commenting and file attachments.
User Permissions
Best4
Oktopost provides enterprise-grade user permissions including custom roles, granular access controls for specific social profiles and campaigns, and advanced governance features like SCIM provisioning and detailed audit logs.
View details & rubric context

User permissions enable administrators to define granular access controls for team members, ensuring data security and preventing unauthorized changes to critical marketing assets. This capability is vital for maintaining workflow integrity and compliance across distributed teams.

What Score 4 Means

A best-in-class implementation offering enterprise-grade governance, including field-level security, automated provisioning via SCIM, temporary access grants, and detailed audit trails for compliance.

Full Rubric
0The product has no capability to restrict user access, forcing teams to share credentials or granting every user full administrative privileges over all data and settings.
1Access control requires heavy lifting, such as building a custom front-end wrapper via API to limit functionality or relying on complex network-level restrictions rather than application-level logic.
2Native support exists but is restricted to a few static, pre-defined roles (e.g., Admin vs. Editor) with no flexibility to customize permissions for specific tools or data segments.
3Strong, fully-integrated functionality allows for the creation of custom roles with granular control over specific modules, campaigns, and asset folders, working seamlessly out of the box.
4A best-in-class implementation offering enterprise-grade governance, including field-level security, automated provisioning via SCIM, temporary access grants, and detailed audit trails for compliance.
Mobile Admin App
Advanced3
Oktopost provides a native mobile application that allows administrators to manage social media calendars, approve or reject posts, and monitor engagement, effectively supporting core marketing workflows on the go.
View details & rubric context

A dedicated Mobile Admin App allows marketers to monitor campaigns, approve assets, and view real-time analytics from their smartphones, ensuring critical workflows continue uninterrupted even when teams are away from their desks.

What Score 3 Means

The mobile app is production-ready, offering substantial control over marketing workflows including the ability to pause campaigns, edit content, manage leads, and handle approvals natively.

Full Rubric
0The product has no dedicated mobile application for administrative tasks, forcing users to rely on a non-responsive desktop web interface that is difficult to navigate on small screens.
1Mobile access requires a workaround, such as connecting data to third-party mobile BI tools via API or building a custom internal wrapper, typically resulting in a fragmented and read-only experience.
2A native mobile app exists but is limited to basic 'check-the-box' functionality, primarily offering read-only dashboards or simple status checks without the ability to edit campaigns or approve assets.
3The mobile app is production-ready, offering substantial control over marketing workflows including the ability to pause campaigns, edit content, manage leads, and handle approvals natively.
4The mobile experience is market-leading, providing near-full feature parity with the desktop version along with mobile-first innovations like push-notification approvals, deep CRM integration, and AI-driven anomaly alerts.

Global & Partner Operations

Capabilities designed to support international teams and channel partnerships. These features handle the complexities of global marketing and indirect sales channels.

Avg Score
2.0/ 4
Multi-currency Support
Not Supported0
Oktopost is a social media management and employee advocacy platform that focuses on engagement and lead attribution; it does not possess native capabilities for managing marketing budgets or performing multi-currency financial reporting.
View details & rubric context

Multi-currency support enables marketing teams to manage budgets, track revenue, and report on campaign ROI across global regions using local currencies. This ensures accurate financial alignment between marketing spend and sales results in international markets.

What Score 0 Means

The product has no native capability to handle multiple currencies, requiring all monetary values to be stored and reported in a single default currency.

Full Rubric
0The product has no native capability to handle multiple currencies, requiring all monetary values to be stored and reported in a single default currency.
1Support is achieved through workarounds, such as creating custom fields for currency codes and values, or relying on external API scripts to convert and normalize data before ingestion.
2Basic native support allows assigning currencies to specific deals or leads, but exchange rates are often static or manually updated, and aggregate reporting across currencies is limited or cumbersome.
3The platform features strong, out-of-the-box multi-currency capabilities, including automatic exchange rate updates and the ability to toggle between local and corporate base currencies in reports and dashboards.
4Best-in-class implementation offers real-time exchange rate integration, historical rate locking for financial accuracy, and dynamic content tools that automatically localize pricing displays for leads based on their geographic location.
Multi-language Support
Advanced3
Oktopost allows users to manage multiple language variations within a single social post asset using its message variations feature and includes a built-in translation tool directly in the composer to facilitate global campaign management.
View details & rubric context

Multi-language support enables marketers to create, manage, and personalize campaigns across different languages and regions from a centralized interface. This capability is essential for global teams to ensure brand consistency and relevance without managing disparate systems for every locale.

What Score 3 Means

Users can manage multiple language variations within a single campaign asset using dynamic content blocks or a dedicated translation interface that automatically serves the correct version based on user profile data.

Full Rubric
0The product has no native infrastructure for handling multiple languages, forcing all campaigns and assets to exist in a single default language.
1Support is achieved only by manually duplicating entire automation flows and assets for every language or relying on custom scripts to inject translated content, resulting in disjointed reporting and high maintenance overhead.
2The platform allows for language-specific versions of emails or pages, but they are treated as distinct entities; there is no dynamic content substitution or unified view for managing translations efficiently.
3Users can manage multiple language variations within a single campaign asset using dynamic content blocks or a dedicated translation interface that automatically serves the correct version based on user profile data.
4The system provides an integrated localization hub with AI-assisted translation, automated workflow routing for regional approvals, and intelligent fallback logic that optimizes engagement across global audiences without manual intervention.
Time Zone Support
Best4
Oktopost provides 'Best Time to Post' functionality which uses machine learning to analyze audience engagement patterns and automatically schedule content at the specific hours users are most likely to interact, meeting the criteria for intelligent Send Time Optimization.
View details & rubric context

Time Zone Support enables marketers to schedule campaigns based on the recipient's local time rather than a single server time, ensuring messages arrive during optimal engagement windows. This capability is essential for global strategies to maximize open rates and maintain relevance across different geographies.

What Score 4 Means

The system offers intelligent Send Time Optimization (STO) that dynamically selects the specific hour a user is most likely to engage, superseding basic time zone rules to deliver best-in-class engagement rates.

Full Rubric
0The product has no native capability to adjust send times based on recipient location, defaulting all schedules to the server or account-level time zone.
1Achieving local time delivery requires manually segmenting lists by region or building custom API triggers to stagger sends, resulting in high operational overhead.
2Native support allows scheduling based on a static time zone field on the contact record, but lacks dynamic adjustment for travel or complex multi-step automation flows.
3The platform seamlessly integrates "send in local time" options for both one-off blasts and automated workflows, automatically handling daylight savings and rolling delivery windows without manual intervention.
4The system offers intelligent Send Time Optimization (STO) that dynamically selects the specific hour a user is most likely to engage, superseding basic time zone rules to deliver best-in-class engagement rates.
Partner Management
DIY1
Oktopost does not offer a dedicated partner relationship management (PRM) module; however, its employee advocacy platform can be adapted as a workaround for sharing social assets with partners, though it lacks native functionality for lead distribution or deal registration.
View details & rubric context

Partner management capabilities allow organizations to coordinate marketing efforts with channel partners, distributors, and resellers by centralizing lead distribution, asset sharing, and performance tracking.

What Score 1 Means

Partner workflows can be simulated by treating partners as standard contacts with custom fields or by building a custom portal that pulls data via generic APIs, requiring significant development overhead.

Full Rubric
0The product has no dedicated tools for managing partners, distributing leads to external channels, or sharing co-branded assets.
1Partner workflows can be simulated by treating partners as standard contacts with custom fields or by building a custom portal that pulls data via generic APIs, requiring significant development overhead.
2Native support includes a basic partner portal for downloading static assets or simple email-based lead routing, but lacks support for co-branding, deal registration, or multi-tier management.
3The platform offers a robust partner portal with self-service lead registration, deal tracking, and customizable co-branded marketing assets, fully integrated into the core automation workflows.
4A best-in-class implementation features AI-driven lead matching, predictive analytics for channel performance, automated Market Development Fund (MDF) management, and seamless support for complex multi-tier partner hierarchies.

Pricing & Compliance

Free Options / Trial

Whether the product offers free access, trials, or open-source versions

Freemium
No
Oktopost does not offer a free plan; it is a paid-only platform with plans starting at significant annual costs or monthly fees via specific marketplaces.
View description

A free tier with limited features or usage is available indefinitely.

Free Trial
No
Oktopost does not offer a self-service free trial; access is typically granted only through a requested demo or sales engagement.
View description

A time-limited free trial of the full or partial product is available.

Open Source
No
Oktopost is a proprietary B2B SaaS platform and is not open-source software.
View description

The core product or a significant version is available as open-source software.

Paid Only
Yes
Oktopost requires payment for access, with no permanent free tier or public free trial available.
View description

No free tier or trial is available; payment is required for any access.

Pricing Transparency

Whether the product's pricing information is publicly available and visible on the website

Public Pricing
No
Oktopost does not list base pricing for its plans on its official website.
View description

Base pricing is clearly listed on the website for most or all tiers.

Hybrid
No
There are no lower tiers with visible pricing on the official website; all plans require contacting sales or booking a demo.
View description

Some tiers have public pricing, while higher tiers require contacting sales.

Contact Sales / Quote Only
Yes
Oktopost's website does not make pricing publicly available. Potential customers must 'Book a Demo' or contact the sales team to receive a custom quote, with third-party sources estimating entry-level enterprise costs starting around $8,000 per year.
View description

No pricing is listed publicly; you must contact sales to get a custom quote.

Pricing Model

The primary billing structure and metrics used by the product

Per User / Per Seat
Yes
Oktopost charges for additional marketing user licenses beyond the base plan inclusion, and the Employee Advocacy module is explicitly priced on a per-seat basis annually.
View description

Price scales based on the number of individual users or seat licenses.

Flat Rate
No
While Oktopost plans have a base annual fee (e.g., starting at $8,000/year for Professional), the total cost is not a single fixed rate regardless of usage, as it scales with the number of users, social profiles, and add-ons.
View description

A single fixed price for the entire product or specific tiers, regardless of usage.

Usage-Based
No
Oktopost does not use a metered usage model (e.g., pay-per-post or pay-per-click); limits on social profiles are handled through tiered plans or custom contracts rather than consumption-based billing.
View description

Price scales based on consumption metrics (e.g., API calls, data volume, storage).

Feature-Based
Yes
Oktopost offers distinct tiers (e.g., Professional, Advanced, Enterprise) that unlock specific capabilities such as SSO, advanced analytics, and CRM integrations.
View description

Different tiers unlock specific sets of features or capabilities.

Outcome-Based
No
Pricing is subscription-based and determined by features and seats, not by the value or impact (such as leads generated or revenue) delivered to the customer.
View description

Price changes based on the value or impact of the product to the customer.

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