Action |
Description |
Outbound Call |
Displays the workflow button Create Call List. This gives selected users or teams access to a list of contacts to call, using the outbound call handling features. |
External Mail Merge |
Displays the workflow button Create File For External Use. Clicking on the workflow button initiates the export of the selected Group for this Wave Activity to a *.CSV or text file. This can be sent to a mailing house for processing. |
External Telesales |
Displays the workflow button Create File for External Use. Clicking on the workflow button initiates the export of the selected Group for this Wave Activity to a *.CSV or text file. This can be sent to, for example, a telesales agency for processing. |
Internal Mail Merge |
Displays the workflow button Do Mass Mail Merge. Clicking on the workflow button initiates the mail merge process. |
Drip Marketing Call List |
Sets up an outbound call list once the criteria for the drip campaign stage are met. Drip Marketing Call Lists can only be set up within a Drip Marketing campaign. The first wave activity in a Drip Marketing campaign cannot be a Drip Marketing Call List - it must be a Drip Marketing E-mail. |
Drip Marketing E-mail |
Sends out an e-mail once the criteria for the drip campaign stage are met. Drip marketing E-mails can only be set up within a Drip Marketing campaign. The first wave activity of a Drip Marketing campaign must be a Drip Marketing E-mail wave activity. |
E-marketing E-mail |
Sends out an e-mail blast on the set date and time, or sends to the e-mail queue for immediate processing. If you are adding the E-marketing E-mail wave activity to a standard campaign, the associated campaign can only be accessed from the E-marketing tab in the future. |
Internal Telesales |
Displays the workflow button Schedule Telesales. Displays the New Task scheduling page, which allows the scheduling of calls among a selected number of users. |
Other |
Does not have an associated workflow button. Can be used for, for example, a print advertising phase of the campaign. |
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See Also:
Setting up an E-marketing Campaign
Campaign, Wave and Wave Activity Fields
Tasks Involved in a Typical Campaign
User Requirement: Info Manager Administration Rights |