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Click the Edit button in to the right of Review and Configure Steps (section 2).

Click Add Step.

Select activity from the menu and click Add Step again.

When you add an Activity to a campaign, it will appear on your Dashboard as a Reminder.

Choose the type of activity you want:

  • Task: general reminder, not tied to a particular contact; best for date-based campaigns
  • Meeting: reminder is tied to a specific contact; best for interval campaigns
  • Phone Call: reminder is tied to a specific contact; best for interval campaigns

For each activity enter:

  • Schedule:  When you want the reminder to show up on your dashboard.  For a date campaign, choose the actual date.  For an interval campaign, choose the number of days after the previous step.
  • Subject: Add a subject such as “2nd Day Phone Call”
  • Notes:  The reminder only shows what you enter in the notes, so be sure to enter the campaign name and any other important details.

When you’re done making changes to your campaign steps, click Save & Continue.

If you’ve made any changes to an active campaign, you’ll be reminded to reactivate the campaign.

Helpful Tips:

  • If a saved design says “No Longer Accessible”, then that template has been retired and is no longer available for use.

Additional Resources: