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Campaign sequences are integrated into a larger campaign strategy. … A campaign sequence is a scheduled series of communications and/or processes that are set in motion … Like a campaign, a sequence is created by adding drag & drop objects onto a blank canvas.
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Last Updated: 06/12/2023 in Marketing Marketing Reports
specific campaigns or sequences to limit the the report to searching Set time frames to search for … report shows contacts that have received an item from an automated sequnce in one of your campaigns. … , sequence, step and date the action was processed
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campaign and sequence to add the contacts to … Drag the Add to sequence process onto the campaign Double click the Add to sequence icon Select a … With the Add to sequence option, you can drop a contact into a campaign, and let them skip the line.
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When you add an opportunity object to a campaign sequence, you assign the opportunity to a specific sales … They cannot be re-used in multiple sequences or at more than one point in the same sequence. … If you delete an opportunity object from a sequence, it can only be restored if you restore a previous
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Double-click on the campaign sequence you wish to edit or create a new campaign sequence. … A fulfillment report is not set up as part of a campaign sequence; it is directly tied to a purchase … When finished, change the status from Draft to Publish , click back to your sequence You can now
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sequences that contain email(s). … report on Click on the Sequence & Email Report button, located at the bottom right of the Total Email … Performance stats Clicking the Sequence & Email Report button will display a summary report for all
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and the timer's selected date time has passed, the contact will jump past all processes in your sequence … will run Click Save You are now ready to publish your changes Note: If your customer enters the sequence … since it does not meet the date and times requirements that were set up in the campaign.
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Connections are active as soon as a campaign is published. … are also configured or marked as Ready and published to the campaign. … sequence canvas.
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Your contact needs to be removed and added to the campaign for it to apply. … Updating the field in the contact record does not dynamically update the action for timer in the campaign
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They cannot be re-used in multiple sequences or at more than one point in the same sequence. … The task is created and assigned based on the sequence timer before it in the sequence. … of the entire campaign.
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You can automatically queue a job to create a letter document in a campaign sequence. … When a letter template is triggered through the sequence, the system will queue up a letter fulfillment … (Optional) You can copy a letter you have already created in an existing campaign.
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Follow the steps below to add a fax communication as part of a campaign sequence. … a test to a user in the system When complete change the status from Draft to Ready Click Back to Campaign
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a customer welcome sequence.) … Click and drag an Apply/Remove Tag object onto the campaign canvas to the right of the start icon or … Tags applied at the beginning of a sequence usually define a specific lead magnet (e.g.
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campaign sequence and removed at the start of the next sequence in the campaign path. … In most cases, campaign sequences start and stop automatically as contacts complete campaign goals and … Manually Managing a Sequence Step You can also resend or cancel an individual campaign sequence step
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sequence. … Owner process snippet allows you to assign or reassign the owner of a contact record as a step in a campaign
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If a contact needs a campaign sequence email resent to them, follow the instructions below Find and … Scroll down and click on the Campaigns tab. Click the Resend button next to the email.
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Double-click on the campaign sequence you wish to edit or create a new campaign sequence. … sequence. … They cannot be re-used in multiple sequences or at more than one point in the same sequence.
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Double-click on the campaign sequence you wish to edit or drag and drop a new campaign sequence onto … They run in order based on their position in the sequence and the individual timer settings. … Delay timers schedule the amount of time that elapses between sequence communications and / or processes
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Use the Set Field Value process Click inside a campaign sequence and drag and drop the Set Field Value … Builder sequence. … object onto the campaign canvas.
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Drag out an email confirmation sequence onto the campaign canvas. … An email confirmation sequence is a special type of sequence that will send an email confirmation request … Double click on the Email Confirmation Request sequence.