Campaign Management

Show me how to:

Campaign Set-up and Normal Wave Activities

• Understand how CRM enables you to run marketing campaigns.
• Understand what a wave is.
• Understand what a wave activity is.
• Create a new campaign.
• Create a wave.
• Create a wave activity.
• Understand the fields on the Campaign page.
• Understand the fields on the Wave page.
• Understand the fields on the Wave Activity page.
• Understand the different action types that can be applied to wave activities.
• Clone a campaign.
• Carry out a mail merge using a group.
• Set up response codes that can be used during calls.
• Schedule a follow up call.
• Create a new group based on responses to follow-up calls.
• Report on the success of my campaigns.
• Set up an outbound call handling wave activity.
• Understand the fields on the outbound call list.

E-marketing

• Set up an E-marketing campaign.
• Create an E-marketing e-mail.
• Understand E-marketing e-mail fields.
• Set up a Drip marketing campaign.
• Create a Drip marketing e-mail.
• Understand Drip marketing e-mail fields.
• Create a Drip marketing call list.
• Edit E-marketing e-mail templates.
• Analyze E-marketing campaigns.
• Work with the E-marketing User Profile tab.