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11. Click on the List Management tab and then Click then click on Add.
12. Choose the option Create a filtered list.
13. Name this list, for example, Registrations for convention XYZ
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Create an empty list
1. Go to the Leads menu - Leads/Customers
2. Click on the List Management tab
3. Choose "Add"
4. Choose the option Create an empty list
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- Name the campaign Invitation and select the list List of the people who will receive this invitation.
- Click on Next
- Navigate to the Automation tab, drag the activity Send email (X) to the left and insert the invitation email created in the previous step.
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- Select the Automation tab.
- In the Activities folder, select Add to the listand drag this activity to the left.
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- Click Add.
- Name * the campaign campaign, for example, Confirmation of Modification for the Convention.
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- Choose the condition Is.
- Select the Modification convention formcreated in the previous step. ??????
- Click Next.
- Select the Automation tab.
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- 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 Select the previously created alert email.
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