...
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
...
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
...
- 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.
Create a reminder campaign
- In the campaigns Campaigns menu, click on Configure automation campaign
...
The screen below appears.
- Select Select Lists.
- Select the filtered list created in the previous step (the one grouping the leads registered for the XYZ convention.
- Select the filtered list of the participants who have responded. (do we choose 2 lists?)
- Click on Next.
- Navigate to the Automation tab.
- Under the Decisions / Lead folder,select Lead member of list (x).:
...
- Select the Automation tab.
- In the Activities folder, select Add to the list (x)and drag this activity to the left.
- Select the empty list of Leads having completed the formcreated earlier.
- Drag and drop the activity Send email (Xx) to the left.
- Select the email confirming the registrationcreated in the previous step.
...
- Click Add.
- Name * the campaign campaign, for example, Confirmation of Modification for the Convention.
...
- Choose the condition Is.
- Select the Modification convention form Convention Registration Modification formcreated in the previous step.
- Click Next.
- Select the Automation tab.
- In the Activities folder, select Add to list (x) and drag this activity to the left.
...
- 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.
...
- In the Activities folder, select Add to list (x) and drag this activity to the left.
...
- Drag and drop the activity Send email (X)to (Y) to the left.
- Select the email confirming the Cancellation Request for a registration created in the previous step.
- 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.
...