...
- 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).:
...
- 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.
...
- 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.
...
- 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.
...