Creating a New Group based on Responses

For example, once the Flyer Follow-up calls are complete, the next mail shot needs to go out promoting the upcoming trade show. It has been decided that this will only go to people who expressed an interest in purchasing within the next three to six months.

To create the new group:

1. Select the Marketing button.
2. Navigate to the Wave Activity.
3. Select the Create New Group button.
4. Select the Wave Activity and Response Type to base the new group on, and enter a description of the group. In this example, the Wave Activity is Flyer Follow-up Call, and the Response Type is 3-6 Months.
5. Select the Preview List button to review the new group.
6. Click on the Save button. The Wave Activity Summary page is displayed.

Find out more about groups based on responses to follow-up calls in:

Exporting the Group

Go to Campaign Management home page...

See Also:

Setting up a New Campaign

Creating a Group

Carrying out an Internal Mail Merge

Setting up New Response Codes