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Articles tagged "follow-up_stage" returned 137 results.

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Run and re run a stage

...same dialogue box will appear with 3 tick options: Close modal Create follow up activities: automatically creates activities when the stage is run. Used for things such as phone follow-ups....

Create a follow up stage

Once a Stage has been Run you may wish to create a Follow-Up Stage. Creating a Follow-up Stage To do this, click on Add follow-up stage and fill in all...

Welcome new customers

...will receive each follow-up stage two days after the previous email. Set up the automation by running your Stages using Automated Run and choose your time of day to send,...

How to use follow up rules

Create Follow-up Rules Upon creating a Follow-Up Stage, you can choose to add a Rule. Rules can be used in a number of scenarios, for example, if you want to...

Create a campaign stage

...Letter), and you can choose your Recipient Source for each Stage. Creating a Campaign Stage When you’re in a campaign, click the plus sign and select Campaign stage. Close modal...

Copy/delete a campaign stage

...monthly newsletters. To copy a campaign stage, open the stage that you would like to copy, then click Action and Copy Stage Close modal Delete Campaign Stage If, for some...

Campaign stage types

...and save your campaign stage, choosing Phone as the Media type. Next, create a follow-up action for the stage: Close modal This process will create a call activity for the...

Lead nurture

...to your event lead list. That’s not all – you could then use marketing automation to send out a follow-up email, or maybe a follow-up call, to every lead on...

How to create a follow up stage

A guide on how to create a follow-up stage to a campaign in Gold-Vision 8...

Follow up Email

...to which to link this follow up email. Close modal Once you have done so you move to the Automation tab to add further Follow Up emails based on a...