Campaigns allow you to automatically send a follow-up activity to your customer once they have completed a task.
Find campaign options under Automate>Campaign Engine.
Choose among these options:
- Interactive ("Completed") Campaign - Once the user completes an activity then initiate or continue campaign.
- Drip Campaign - After first interaction, automatically send the next item in the campaign based on a schedule.
- Follow Through Campaign - Once a newsletter is sent to the individual, we will continue to follow up until the action is completed.
- Date Based Campaign - Use this feature to send out a campaign for birthdays, anniversaries and any date-based attribute.
Campaigns can be nested together for ultimate control over follow-ups and items being completed.