How to Activate the Mail-Phone Prospects Campaign
This article explains how to start a Mail-Phone Prospects Campaign. First it goes over the basic process. Then it details the changes that you will need to make for specific type of Mail-Phone Prospects campaign, such as the Old Prospect Card Campaign
To get started, go to the Customize workspace and create the Mail-Phone Prospects 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 (Prospects) 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 Prospects Campaign Workflow to it
- Configure the 2-Promotion step by attaching the Mail-Phone Prospects Promotion document and selecting the signatories.
- Configure the 3-Mail-Phone Prospects Follow-up Calls 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 Prospects campaign in G5 before, update the attachments from the previous Mail-Phone Prospects campaign you ran.)
- Choose the promotion your campaign will send. Attach it to the Mail-Phone Prospects Promotion document.
- Select the No Response registered or non-registered script you will use with this campaign and attach it to the Mail-Phone Prospects Follow-up Call Scripts-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.
Related Articles
How to Install the Mail-Phone Prospects Campaign in G5
The process for adding a campaign to G5 follows these steps: Create all participant statuses that the campaign will use. Add the Activity Plans the campaign will use. Create the workflow and add the participant statuses to it. Add the Workflow ...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 ...How to Install the Mail-Phone Leads Campaign in G5
The process for adding a campaign to G5 follows these steps: Create all participant statuses that the campaign will use. Add the Activity Plans the campaign will use. Create the workflow and add the participant statuses to it. Add the Workflow ...How to Activate the Drip Campaign
This article explains how to start a Drip Campaign. First, it goes over the basic process. Then it details the changes that you will need to make for each specific type of Drip Campaign, such as: Monthly Drip Campaign $50-Million Wilson New York ...How to Activate the Reply Card Campaign
This article explains how to start a Reply Card Campaign. First it goes over the basic process. Then it details the changes that you will need to make for each specific type of reply card campaign, such as: Event Invitations Client Awareness Campaign ...