Creating a Drip Marketing Call List

To create a Drip Marketing Call List wave activity:

1. Select Marketing | E-marketing, click on the hyperlink of an existing drip campaign. Note: A drip marketing wave activity can only be set up as part of a drip marketing campaign.
2. Drill down to a campaign wave, and select New Wave Activity.
3. Complete the Wave Activity Fields, making sure that the Type is set to Drip Marketing Call List.
4. Complete the Drip Marketing Call List fields. These are described in Outbound Call Fields. You must assign either a team, or one or more users, to carry out the Drip Marketing Call List wave activity.
5. Select Save. A Drip Campaign communication is created for the user and can be viewed from My CRM | Calendar. Once the e-mail has been sent by Swiftpage, the communication status is updated to Complete, and the communication record is displayed in the Communications tab of each recipient.
6. Click Continue to return to the Drip Marketing Wave Summary page. From here you can add more wave activities to the same campaign wave. For example, this could be a Drip Marketing e-mail, another Drip Marketing call list, or any other standard wave activity type.

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See Also:

Setting up a Drip Marketing Campaign

Creating a Drip Marketing E-mail

Campaign, Wave and Wave Activity Fields

Campaign Wave Activity Action Types