How to use follow up rules
Create Follow-up RulesUpon 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 send an email to all those recipients who clicked a link within the email:
Create Follow-up ActionsYou can also create Follow Up Actions as part of your campaign stage:
When you Run the Campaign Stage this will automatically create activities for all recipients within the stage. The Activities will be created and distributed as requested, for instance to the Account Manager or to a team.
Where the Owner is set to a specific team, Gold-Vision will allocate the activities to individuals within the team equally