How to Install the Mail-Phone Leads Campaign in G5

How to Install the Mail-Phone Leads Campaign in G5

The process for adding a campaign to G5 follows these steps:

  1. Create all participant statuses that the campaign will use.
  2. Add the Activity Plans the campaign will use.
  3. Create the workflow and add the participant statuses to it.
  4. Add the Workflow Actions to each stage of the workflow; and set up the Next Available Status at the same time.

The following sections will detail what specific items you need to add in each of these steps for this campaign.

Create all participant statuses that the campaign will use.

The first step in creating a new campaign is to create the participant statuses for it. The ones for this campaign are listed below. The numbers included in each Participant Status are important for keeping each status in the proper order for the campaign.

Steps with the same number in one campaign represent the branching paths households can be sent along in the campaign.

These are statuses you need for the Mail-Phone Leads Campaign. Create them now.

  • 1-Holding
  • 2-Promotion
  • 3-Mail/Phone (Leads) No Response Follow-up
  • 3-Mail/Phone (Leads) Send Requested Info
  • 4-Mail/Phone (Leads) Send Questionnaire
  • 5-Mail/Phone (Leads) Questionnaire Follow-up Call
  • 6-Mail/Phone (Leads) Appointment Requested
  • 6-Mail/Phone (Leads) No Appointment Requested
  • 6-Mail/Phone (Leads) Not Interested

Add the Activity Plans the campaign will use.

Before you can create a workflow step that uses an activity plan, you have to create that plan.  The Activity Plans used by this campaign are listed below.

Create the five following Activity Plans.

Name: Campaign No Response Follow-up Call

Icon: 16/Campaign

Steps (This uses the default creation and due date, and is assigned to the user assigned to the plan.):

  • Task: Outbound Call
    Call this person to follow up on them not responding to the campaign

Name: Future Seminar Category

Icon: 16/Campaign

Steps (This uses the default creation and due date, and is assigned to the user assigned to the plan.):

  • Task: To Do
    Add the Future Seminar category to the Household

Name: Campaign Questionnaire Follow-up Call

Icon: 16/Campaign

Steps (This uses the default creation and due date, and is assigned to the user assigned to the plan.):

  • Task: Outbound Call
    Call this person to follow up on the questionnaire they received.

Name: Call to Schedule Meeting

Icon: 16/Campaign

Steps (This uses the default creation and due date, and is assigned to the user assigned to the plan.):

  • Task: Outbound Call
    “Call to Schedule Requested Appointment”

Name: Set to Prospect and Determine Categories

Icon: 16/Campaign

Steps (This uses the default creation and due date, and is assigned to the user assigned to the plan.):

  • Task: To Do
    Set status to Prospect
  • Task: To Do
    Add any Categories indicated by the campaign's Response Processing instructions.

Create the Workflow for the campaign.

Create the workflow for the campaign.

  1. Name it “Mail-Phone Leads Campaign”.
  2. Add the Participant Statuses you created above to it.
  3. Assign the “1-Holding” participant status as the default participant status of the Planning campaign stage.
  4. Assign the “2-Promotion” participant status as the default participant status of the Progress campaign stage.
  5. Remove the default Participant Statuses that the workflow was given. Now that it has the Participant Statuses you created specifically for this campaign, the default ones are no longer needed.

Add the Workflow Actions to each stage of the workflow; and set up the Next Available Status at the same time.

This is the final step in creating the campaign workflow. You are assigning the actions to the steps they belong in, and making sure each steps flows into the next one. The chart below shows each Participant Status. The second column has the actions that you need to assign to that status. The Next Available Statuses in the third column is how you tell one step what the next step is. Set these up on the indicated participant statuses.

Participant Status

Workflow Actions

Next Available Statuses

1-Holding

N/A

2-Promotion

2-Promotion

Print Document:
Send the Promotion

  • 3-Mail/Phone (Leads) No Response Follow-up
  • 3-Mail/Phone (Leads) Send Requested Info

3-Mail/Phone (Leads) No Response Follow-up

  • Print Document
    No Response Follow-up Script
  • New Activity Plan
    Campaign No Response Follow-up Call
    Coverage Role>Client Coverage>Sales Assistant
  • 3-Mail/Phone (Leads) Send Requested Info
  • 6-Mail/Phone (Leads) Appointment Requested
  • 6-Mail/Phone (Leads) Not Interested

3-Mail/Phone (Leads) Send Requested Info

  • Print Document:
    Send the Requested Report
  • 4-Mail/Phone (Leads) Send Questionnaire

4-Mail/Phone (Leads) Send Questionnaire

  • New Activity Plan
    Future Seminar Category
    Coverage Role>Client Coverage>Computer Operator
  • Print Document
    Send Follow-up Questionnaire
  • 5--Mail/Phone (Leads) Questionnaire Follow-up Call

5--Mail/Phone (Leads) Questionnaire Follow-up Call

  • New Activity Plan
    Campaign Questionnaire Follow-up Call
    Coverage Role>Client Coverage>Sales Assistant
  • Print Document
    Questionnaire Follow-up Script
  • 6-Mail/Phone (Leads) Appointment Requested
  • 6-Mail/Phone (Leads) No Appointment Requested
  • 6-Mail/Phone (Leads) Not Interested

6-Mail/Phone (Leads) Appointment Requested

  • New Activity Plan
    Call to Schedule Meeting
    Coverage Role>Client Coverage>Sales Assistant
  • New Activity Plan
    Set to Prospect and Determine Categories
    Coverage Role>Client Coverage>Computer Operator
  • None

6-Mail/Phone (Leads) No Appointment Requested

  • New Activity Plan
    Set to Prospect and Determine Categories
    Coverage Role>Client Coverage>Computer Operator
  • None

6-Mail/Phone (Leads) Not Interested

  • None
  • None

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