Follow-up campaigns - Revision history

Anastasia at 02:28, 28 June 2011

2011-06-28T02:28:23Z

← Older revision		Revision as of 02:28, 28 June 2011
Line 59:		Line 59:
	# Click '''Save''' when you're done		# Click '''Save''' when you're done

-	[[File:Crm_follow-up_campaing.gif\|link=http://wiki.propertyminder.com/images/f/fc/Crm_follow-up_campaing.gif]]	+	[[File:Crm_follow-up_campaing.gif\|border\|500 px\|link=http://wiki.propertyminder.com/images/f/fc/Crm_follow-up_campaing.gif]]

Anastasia at 02:24, 28 June 2011

2011-06-28T02:24:00Z

← Older revision		Revision as of 02:24, 28 June 2011
Line 59:		Line 59:
	# Click '''Save''' when you're done		# Click '''Save''' when you're done

-	[[File:Crm_follow-up_campaing.~~jpg~~\|link=http://wiki.propertyminder.com/images/0/02/Crm_follow-up_campaing.~~jpg~~]]	+	[[File:Crm_follow-up_campaing.gif\|link=http://wiki.propertyminder.com/images/f/fc/Crm_follow-up_campaing.gif]]

Anastasia at 05:17, 23 June 2011

2011-06-23T05:17:12Z

← Older revision		Revision as of 05:17, 23 June 2011
Line 1:		Line 1:
-	[[File:Training_Videos.gif\|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][[~~FollowUp_vt~~\|Video Tutorial]]	+	[[File:Training_Videos.gif\|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][[FollowUp Video Tutorial\|Video Tutorial]]

	The '''Follow-Up Campaign''' tool on the Client Relationship Management comes with fully automated, pre-scheduled campaigns with events such as holiday greetings, market updates, self-promotion and prospecting messages.		The '''Follow-Up Campaign''' tool on the Client Relationship Management comes with fully automated, pre-scheduled campaigns with events such as holiday greetings, market updates, self-promotion and prospecting messages.

Anastasia at 04:42, 23 June 2011

2011-06-23T04:42:15Z

← Older revision		Revision as of 04:42, 23 June 2011
Line 1:		Line 1:
-	[[File:Training_Videos.gif\|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][[FollowUp_vt\|~~ideo~~ Tutorial]]	+	[[File:Training_Videos.gif\|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][[FollowUp_vt\|Video Tutorial]]

	The '''Follow-Up Campaign''' tool on the Client Relationship Management comes with fully automated, pre-scheduled campaigns with events such as holiday greetings, market updates, self-promotion and prospecting messages.		The '''Follow-Up Campaign''' tool on the Client Relationship Management comes with fully automated, pre-scheduled campaigns with events such as holiday greetings, market updates, self-promotion and prospecting messages.
Line 60:		Line 60:

	[[File:Crm_follow-up_campaing.jpg\|link=http://wiki.propertyminder.com/images/0/02/Crm_follow-up_campaing.jpg]]		[[File:Crm_follow-up_campaing.jpg\|link=http://wiki.propertyminder.com/images/0/02/Crm_follow-up_campaing.jpg]]
-
-
-
-	~~[http://wiki.propertyminder.com/index.php?title=Follow-up_campaigns&printable=yes Printable Version]~~

Anastasia at 03:35, 23 June 2011

2011-06-23T03:35:12Z

← Older revision		Revision as of 03:35, 23 June 2011
Line 1:		Line 1:
-	[[File:Training_Videos.gif\|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][~~http://www.youtube.com/watch?v=NOULlo2qHak Video~~ Tutorial]	+	[[File:Training_Videos.gif\|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][[FollowUp_vt\|ideo Tutorial]]

	The '''Follow-Up Campaign''' tool on the Client Relationship Management comes with fully automated, pre-scheduled campaigns with events such as holiday greetings, market updates, self-promotion and prospecting messages.		The '''Follow-Up Campaign''' tool on the Client Relationship Management comes with fully automated, pre-scheduled campaigns with events such as holiday greetings, market updates, self-promotion and prospecting messages.

Anastasia at 21:00, 22 June 2011

2011-06-22T21:00:55Z

← Older revision		Revision as of 21:00, 22 June 2011
Line 1:		Line 1:
		+	[[File:Training_Videos.gif\|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][http://www.youtube.com/watch?v=NOULlo2qHak Video Tutorial]
		+
	The '''Follow-Up Campaign''' tool on the Client Relationship Management comes with fully automated, pre-scheduled campaigns with events such as holiday greetings, market updates, self-promotion and prospecting messages.		The '''Follow-Up Campaign''' tool on the Client Relationship Management comes with fully automated, pre-scheduled campaigns with events such as holiday greetings, market updates, self-promotion and prospecting messages.

Anastasia at 07:54, 20 June 2011

2011-06-20T07:54:27Z

← Older revision		Revision as of 07:54, 20 June 2011
Line 58:		Line 58:

	[[File:Crm_follow-up_campaing.jpg\|link=http://wiki.propertyminder.com/images/0/02/Crm_follow-up_campaing.jpg]]		[[File:Crm_follow-up_campaing.jpg\|link=http://wiki.propertyminder.com/images/0/02/Crm_follow-up_campaing.jpg]]
		+
		+
		+
		+	[http://wiki.propertyminder.com/index.php?title=Follow-up_campaigns&printable=yes Printable Version]

Anastasia at 03:19, 17 June 2011

2011-06-17T03:19:29Z

← Older revision		Revision as of 03:19, 17 June 2011
Line 57:		Line 57:
	# Click '''Save''' when you're done		# Click '''Save''' when you're done

-	[[File:Crm_follow-up_campaing.jpg]]	+	[[File:Crm_follow-up_campaing.jpg\|link=http://wiki.propertyminder.com/images/0/02/Crm_follow-up_campaing.jpg]]

Anastasia at 01:41, 16 June 2011

2011-06-16T01:41:19Z

← Older revision		Revision as of 01:41, 16 June 2011
Line 55:		Line 55:
	#* You can also change delivery date for Annual campaign.		#* You can also change delivery date for Annual campaign.
	#* Edit recipients settings. Select '''Include all new users''' if you would like all your new captured visitors and manually created contacts to receive this message. Select '''Include new users from groups''' and then check off desired groups to send this campaign to all new clients from the corresponding groups. If you do not want new contacts to hit this campaign's list of recipients, just select '''Include new users from groups''' and do not check off any group. If you would like to apply these sending rules to all existing clients in your contact list, then check off the option '''Apply these settings for all existing contacts'''.		#* Edit recipients settings. Select '''Include all new users''' if you would like all your new captured visitors and manually created contacts to receive this message. Select '''Include new users from groups''' and then check off desired groups to send this campaign to all new clients from the corresponding groups. If you do not want new contacts to hit this campaign's list of recipients, just select '''Include new users from groups''' and do not check off any group. If you would like to apply these sending rules to all existing clients in your contact list, then check off the option '''Apply these settings for all existing contacts'''.
-	#* Click '''Save''' when you're done	+	# Click '''Save''' when you're done

	[[File:Crm_follow-up_campaing.jpg]]		[[File:Crm_follow-up_campaing.jpg]]

Anastasia at 10:01, 15 June 2011

2011-06-15T10:01:52Z

← Older revision		Revision as of 10:01, 15 June 2011
Line 52:		Line 52:
	#* To change the message(s) within the campaign, just click on the message title and Edit.		#* To change the message(s) within the campaign, just click on the message title and Edit.
	#* To change the campaign name, just click on the its name and rename it. Hit enter on your keyboard to accept the change.		#* To change the campaign name, just click on the its name and rename it. Hit enter on your keyboard to accept the change.
-	#* To change the date interval, just click on the number and change it.	+	#* To change the date interval for Drip campaign, just click on the number and change it.
		+	#* You can also change delivery date for Annual campaign.
	#* Edit recipients settings. Select '''Include all new users''' if you would like all your new captured visitors and manually created contacts to receive this message. Select '''Include new users from groups''' and then check off desired groups to send this campaign to all new clients from the corresponding groups. If you do not want new contacts to hit this campaign's list of recipients, just select '''Include new users from groups''' and do not check off any group. If you would like to apply these sending rules to all existing clients in your contact list, then check off the option '''Apply these settings for all existing contacts'''.		#* Edit recipients settings. Select '''Include all new users''' if you would like all your new captured visitors and manually created contacts to receive this message. Select '''Include new users from groups''' and then check off desired groups to send this campaign to all new clients from the corresponding groups. If you do not want new contacts to hit this campaign's list of recipients, just select '''Include new users from groups''' and do not check off any group. If you would like to apply these sending rules to all existing clients in your contact list, then check off the option '''Apply these settings for all existing contacts'''.
-	# Click '''Save''' when you're done	+	#* Click '''Save''' when you're done
-		+
-		+
-	~~===How can I change the scheduled delivery date for the campaign?===~~	+
-		+
-	~~# Login to your Toolkit.~~	+
-	~~# Go to Client Relationship Management.~~	+
-	~~# Click the Follow-up Campaign button on top.~~	+
-	~~# Select the campaign that you wish to change.~~	+
-	~~# Option #4 will allow you to put the new date.~~	+
-		+
-		+
-	~~===How can I choose a different e-Card (design template) for the campaign?===~~	+
-		+
-	~~# Login to your Toolkit.~~	+
-	~~# Go to Client Relationship Management.~~	+
-	~~# Click the Follow-up Campaign button.~~	+
-	~~# Select the campaign that you wish to change.~~	+
-	~~# Option #3 will allow you to change the design.~~	+

	[[File:Crm_follow-up_campaing.jpg]]		[[File:Crm_follow-up_campaing.jpg]]