Scheduling an Internal Telesales Activity

To schedule follow-up calls for the marketing team:

1. Select the Wave Activity. The Wave Activity Summary page is displayed.
2. Select the Schedule Telesales workflow button. The Wave Activity Progress page is displayed.
3. Select the group and click on Save. The New Task page is displayed with special scheduling options to distribute the calls among the Marketing Team.

4. Select the members of the team to carry out the calls from the list of users.
5. Set the start date and time from the calendar and time fields.
6. Use the Scheduling Options to set the maximum number of calls per day.
   • If the Round Robin Broker Rule is selected, the number of calls per day will be the maximum number of calls distributed evenly per user per day.
   • If the Queue Broker Rule is selected, the number of calls per day will be the maximum number of calls distributed per day to the selected Team. The Queue Broker Rule can only be used if a Team has been selected.
   • If the Distribute Among Team Users is checked, the calls will be distributed among all users whose Primary Team is equal to the selected Team.
7. Select the Internal Actions option in the Parent Category field. The Parent Category field will store the static list of recipients for this particular phone follow-up in Key Attribute Data.
8. Click on the Save button. The Wave Activity summary page is displayed. Clicking on the Communications tab within this Wave Activity summary displays the full list of calls that have just been scheduled.

The Marketing Team can now work through the follow-up calls from their respective Calendars, selecting the relevant response code as they complete each call.

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See Also:

Setting up a New Campaign

Tasks Involved in a Typical Campaign

Creating a Group

Carrying out an Internal Mail Merge

Setting up New Response Codes

Key Attribute Profiling. Refer to the System Administrator Help.