Campaigns
Rather than recreating a new campaign from scratch, you can copy a campaign that you have previously created. This can save a lot of time and is especially ...
Sun, 19 Sep, 2021 at 9:48 PM
Round Robin Campaigns are useful for businesses with multiple users on their staff. Round Robin Campaigns assign leads to users on a 1:1 basis. This allows...
Sun, 19 Sep, 2021 at 9:48 PM
The Manual Call Event creates a queue so someone logs into the system, they can view a call list and utilize the call function to call through that list. ...
Sun, 19 Sep, 2021 at 9:49 PM
Appointment confirmation and reminder campaigns can be used to confirm appointments and nurture the leads with reminders up until the appointment time. ...
Sun, 19 Sep, 2021 at 9:53 PM
The Event Start Date field allows you to build automation around a specific date & time. Once you set the Event Start Date, all the items in that camp...
Sun, 19 Sep, 2021 at 9:53 PM
This tutorial will show you how to set up a basic campaign. Campaigns are automated sequences of events (such as emails, SMS, calls, voicemails, etc.) wh...
Sun, 19 Sep, 2021 at 9:53 PM
The “Allow Multiple” feature ensures that a lead or contact either can or cannot enter the same campaign multiple times. This setting can be turned on or of...
Sun, 19 Sep, 2021 at 10:00 PM
"Stop On Response" is a feature that stops the campaign from continuing to move through the automation sequence once the lead replies. This ...
Sun, 19 Sep, 2021 at 10:00 PM
Testing a campaign is a simple way on how to check what your campaign looks like to a lead. It’s a great way to do a quality check on what you’re about to s...
Sun, 19 Sep, 2021 at 10:00 PM
There are several ways that you can mask, or spoof, your email in the system. Masking your email will allow emails sent from the system to come from any ema...
Sun, 19 Sep, 2021 at 10:05 PM