Campaigns

How To Copy A Campaign
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
What Are Round Robin Campaigns And How To Use Them
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
What Is The Manual Call Event And How To Use It
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
How To Create An Appointment Confirmation And Appointment Reminders Campaign
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
How And When To Use The Event Start Date In A Campaign
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
How To Create A Campaign
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
How To Enable or Disable the "Allow Multiple" feature in Campaigns
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
How Does Stop On Response Work In A Campaign
"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
How To Test A Campaign
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
How To Customize The From Email Address Configuration
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