...
Then you will schedule the automated campaign which will launch the invitations to your contacts and make the appropriate reminders on the non-answered invitations.
Step 1. Create the custom fields you'll need for the planning of your convention
1.Go to the Parameters
and click on Settings....
Create a list of all leads who will be invited to your convention. You can either create an empty listto add specific leads, import a list of leads,or you can create a filtered listbased on specific criteria. The filtered list will serve as a reminder to the guests who have not responded to the original invitation.
Create a filtered list
You must create a filtered list including all the leads who will have registered for your convention.
...
Do the same for Registration Changesand Registration Cancellations.
Step 6. Create five automated campaigns (invitation, reminder, confirmation, amendment, cancellation) to interact with your leads at specific times during their subscription process for the convention.
Create an invitation campaign
...
If you want to receive an alert when a new lead confirms his registration for the convention, add the activity Send alert {y} to {x} following the automation. Enter the email address where to send the alert and select the alert email created earlier in the type of alert field.
Create a campaign that will confirm the modification for a registration already sent
- In the Campaigns menu, click on Configure automation campaign
...
- You can also send an alert to the person in charge or to the assigned sales representative. Add the activity Send alert {y} to {x} following the automation. Select the previously created alert email.
Create a campaign that will confirm the cancellation of a registration already sent.
- In the Campaigns menu, click on Configure automation campaign
...