Help Desk

Rather than recreating a new campaign from scratch, you can copy a campaign that you have previously created. This can save a lot of time and is especially helpful if you are running the same campaign for different leads. Step 1: Copying A Campaign Navigate to Campaigns, specifically to your list of “My Campaigns” Choose

Round Robin Campaigns are useful for businesses with multiple users on their staff.  Round Robin Campaigns assign leads to users on a 1:1 basis. This allows all users (often salespeople) to be assigned leads in a fair and unbiased manner. Step 1: Create multiple users.  You need to have multiple users set up within the system

The Manual Call Event creates a queue so someone logs into the system, they can view a call list and utilize the call function to call through that list. Step  1: Create a Manual Call Campaign Create a new campaign, or go into an existing campaign. Click “Add Event” and choose ‘Manual Call”. Activate the

Appointment confirmation and reminder campaigns can be used to confirm appointments and nurture the leads with reminders up until the appointment time. Step 1: Create the Appointment Confirmation Campaign Navigate to Campaigns and create a campaign. If you want a Confirmation Step to occur (which is optional), add in an email/SMS/messenger event with language confirming the

The Event Start Date field allows you to build automation around a specific date & time. Once you set the Event Start Date, all the items in that campaign can be sent in relation to that day and time using the ‘before’ action in each campaign step/event. This is useful for reminders for both in-person