Campaigns

What Are Round Robin Campaigns And How To Use Them
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 all...
Wed, 24 Nov, 2021 at 5:19 PM
What Is The Manual Call Event And How To Use It
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 li...
Wed, 24 Nov, 2021 at 5:20 PM
How To Create An Appointment Confirmation And Appointment Reminders Campaign
Appointment confirmation and reminder campaigns can be used to confirm appointments and nurture the leads with reminders up until the appointment time. ...
Wed, 24 Nov, 2021 at 5:20 PM
How And When To Use The Event Start Date In A Campaign
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 cam...
Wed, 24 Nov, 2021 at 5:21 PM
How To Create A Campaign
This tutorial will show you how to set up a basic campaign. Campaigns are automated sequences of events (such as emails, SMS, calls, voicemails, etc.)...
Wed, 24 Nov, 2021 at 5:22 PM
How To Ensure That Leads Can’t Enter Into the Same Campaign More Than Once
This feature ensures that a lead cannot enter or be in a campaign multiple times. This is useful for most campaigns though there are examples where you woul...
Wed, 24 Nov, 2021 at 5:23 PM