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.

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