How to Activate the Mail-Phone Leads Campaign in G5

How to Activate the Mail-Phone Leads Campaign in G5

This article explains how to start a Mail-Phone Leads Campaign. First it goes over the basic process. Then it details the changes that you will need to make for a specific type of Mail-Phone Leads campaign, such as the Mother of All Retirement Planning Campaign.

To get started, go to the Customize workspace and create the Mail-Phone Leads Campaign Workflow in G5.

Go to the Campaign workspace and set-up the Campaign Instance.

  • Name it based on the event or promotion you are using it for.
  • Typically, the CRM Operations Specialist (COS) is the campaign manager.
  • Add any users who will be making follow-up calls to the campaign in the Support role.
  • Select the Mail/Phone (Leads) Campaign folder in the document manager as this campaign’s folder.
  • Describe what you want this campaign to do in the description field.

Open the Campaign Instance and Add the Mail-Phone Leads Campaign Workflow to it.

  • Configure the 2-Promotion step by attaching the Mail-Phone Leads Promotion document and selecting the signatories.
  • Configure the 3-Mail-Phone Leads No Response Follow-up step by attaching either the Registered or Non-Registered script, depending on if your follow-up caller is registered. A script does not need signatories, so you can leave that field blank.

  • Configure the 3-Mail-Phone Leads Send Requested Info step by attaching the Mail-Phone Leads Requested Report document and selecting the signatories.
  • Configure the 4-Mail-Phone Leads Send Questionnaire step by attaching the Mail-Phone Leads Questionnaire document and selecting the signatories
  • Configure the 5-Mail-Phone Leads Questionnaire Follow-up step by attaching either the Registered or Non-Registered script, depending on if your follow-up caller is registered. A script does not need signatories, so you can leave that field blank.

Go to the Document Manager and Replace the Placeholder Attachments with the letters and reports your campaign will use. (Or, if you have run a Mail-Phone Leads campaign in G5 before, update the attachments from the previous Mail-Phone Leads campaign you ran.)

  • Choose the promotion your campaign will send. Attach it to the Mail-Phone Leads Promotion document.
  • Select the No Response registered or non-registered script you will use with this campaign and attach it to the Mail-Phone Leads No Response Script-Registered (or Non Registered) document.
  • Choose the report your campaign will send to those who respond. Attach it to the Mail-Phone Leads Requested Report document. If your campaign uses a cover sheet for that report, combine it with the report into a single document before attaching it.
  • Choose the Questionnaire your Campaign will use. Attach it to the Mail-Phone Leads Questionnaire document.
  • Select the Questionnaire Follow-up registered or non-registered script you will use with this campaign and attach it to the Mail-Phone Leads Questionnaire Script-Registered (or Non Registered) document.

  Note:

  • If you use customized letters for this campaign, make sure to use the customized versions in the steps above rather than the ones in the Letters Library.

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