Campaign wave activity action types

Displays the workflow button Create Call List. This gives selected users or teams access to a list of contacts to call, using the outbound call handling features.

Displays the workflow button Create File For External Use. This initiates the export of the selected Group for this Wave Activity to a *.CSV or text file. This can be sent to a mailing house for processing.

Displays the workflow button Create File for External Use. This initiates the export of the selected Group for this Wave Activity to a *.CSV or text file. This can be sent to, for example, a telesales agency for processing.

Displays the workflow button Do Mass Mail Merge. This initiates the mail merge process.

Sets up an outbound call list once the criteria for the drip campaign stage are met. Drip Marketing Call Lists can only be set up within a Drip Marketing campaign. The first wave activity in a Drip Marketing campaign cannot be a Drip Marketing Call List - it must be a Drip Marketing E-mail.

Sends out an email once the criteria for the drip campaign stage are met. Drip marketing E-mails can only be set up within a Drip Marketing campaign. The first wave activity of a Drip Marketing campaign must be a Drip Marketing E-mail wave activity.

Sends out an email blast on the set date and time, or sends to the email queue for immediate processing. If you're adding the E-marketing E-mail wave activity to a standard campaign, the associated campaign can only be accessed from the E-marketing tab in the future.

Displays the workflow button Schedule Telesales. This displays the New Task scheduling page, which allows the scheduling of calls among a selected number of users.