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Creating a Drip Marketing Call List
User Requirement: Info Manager Administration Rights and E-marketing enabled.
- Click Marketing | E-marketing, click an existing drip campaign. Note: A drip marketing wave activity can only be set up as part of a drip marketing campaign.
- Drill down to a campaign wave, and click New Wave Activity.
- Complete the Wave Activity Fields, making sure that the Type is set to Drip Marketing Call List.
- Complete the Drip Marketing Call List fields. These are described in Outbound call fields. You must assign either a team, or one or more users, to carry out the Drip Marketing Call List wave activity.
- Click Save. A Drip Campaign communication is created for the user and can be viewed from My CRM | Calendar. Once the email has been sent by Swiftpage, the communication status is updated to Complete, and the communication record is displayed in the Communications tab of each recipient.
- Click Continue to return to the Drip Marketing Wave Summary page. From here you can add more wave activities to the same campaign wave. For example, this could be a Drip Marketing email, another Drip Marketing call list, or any other standard wave activity type.
See Also:
Setting up a drip marketing campaign
Creating a Drip Marketing E-mail
Campaign, wave and wave activity fields
Campaign wave activity action types
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