Campaigns
How to Process the Find the Money Campaign
Below is a suggested timeline of the steps your team needs to take to run a Find the Money campaign in G5. Install the Rerun Campaign. Activate the Rerun Campaign. Follow these instructions, and when you reach the “Optimize the Workflow for a ...
How to Process the Wilson Drip Campaign
There are three variations of the Wilson Drip: Original, New York, and Blended. They are all processed the same way. The difference between them is the style of letter sent each month. A Wilson drip campaign sends an introductory letter any time ...
How to Process the Monthly Drip Campaign
Below is a suggested timeline of the steps your team needs to take each month run the monthly drip campaign in G5. Install the Drip Campaign. Activate the Drip Campaign. Follow these instructions, and when you reach the “Optimize the Workflow for a ...
How to Install the Rerun 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. Add the Opportunity Template the campaign will use. Create the workflow and add the ...
How to Activate the Event Processing Campaign
Go to the Customize workspace and create the Event Processing Campaign Workflow in G5 if you have never done that before. Go to the Campaign workspace and set-up the Campaign Instance. Go to the Document Manager and create a new folder called Event ...
How to Install the Event Processing 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 each of the workflows and add the Participant Statuses to it Add the ...
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 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 ...
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 Rerun Campaign
This article explains how to start a Rerun Campaign. First, it goes over the basic process. Then it details the changes that you will need to make for each specific type of Rerun Campaign, such as: Find the Money Disaster Planning Get the Rerun ...
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 ...
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 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 Install the Drip Campaign in G5
The process for adding a campaign to G5 follows these steps: Create all participant statuses that the campaign will use. Create the workflow and add the participant statuses to it. Add the Workflow Actions to each stage of the workflow; and set up ...
How to Add a Workflow Action to a Step When you Activate a Campaign
Sometimes a specific campaign will need you to add an additional action. This is done when you activate the campaign. Set up the Campaign. Add the chosen Workflow to the Campaign. Customize one of the steps by adding an additional Workflow Action, as ...
How to Install the Reply Card 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 each of the workflows for the campaign. Add the participant statuses to the ...
How to Run a Campaign
Start a Campaign Go to the Campaign Workspace and click on the name of the campaign. You must be the Campaign Manager to start the campaign instance. Click the 3-dot button in the banner and select Start Campaign. Note: Once you start a campaign, ...
How to Add Participants to a Campaign
Go to the Campaign Workspace and click on the name of the campaign you want to add participants to. Go to the Participants Tab in the banner. Use the Add Participants button. Use the filters to find the correct list of Households or Contacts you want ...
How to Add a Workflow to a Campaign
Go to the Campaign Workspace and click on the name of the campaign you want to configure. Replace the default campaign workflow with the one your campaign uses. Click the Select Template button. Check the circle next to the workflow template for this ...
How to Set-up a Campaign
Go to the Campaign Workspace: Click the Add button to start a new campaign. Give it a name, start, and end date. Leave yourself as manager or, assign another User to that roll. Note: Only the campaign’s manager will be able to start the campaign ...
How to Add Workflow Actions to a Workflow Template
A Workflow Template is the framework of the campaign. Workflow Actions are the automatic activities that will be started for a contact as soon as they are moved into each Participant Status. This article covers the third part of creating one: Adding ...
How to Create Participant Statuses
Participant Statuses – These are the steps your campaign will use. All campaign participants with the same Participant Status are at the same stage of the campaign and will have the same campaign actions. Note: When creating a campaign, you will need ...
How to Set-up the Next Available Statuses in a Workflow Template
A Workflow Template is the framework of the campaign. This article covers the second part of creating one: Setting up the next available statuses needed to run your campaign. To edit or create a Workflow Template: Go to Customize→Campaigns→Workflow ...
How to Add Participant Statuses to a Workflow Template
A Workflow Template is the framework of a campaign. This article covers the first part of creating one: Change the default Participant Statuses into the ones your campaign needs to use. To edit or create a Workflow Template: Go to ...
How to Add Campaign Letters to the Document Manager
Each campaign will draw all its letters from the same folder in the Document Manager. When you start a campaign, you will select the folder that campaign will have its letters in. G5 has default folders for each basic campaign type. Those folders are ...
How to Use an Email Template in a Campaign in G5
Existing email templates can be used in any Send Email workflow task of a campaign workflow in G5. Assign it either when you create the workflow template or when you configure the campaign prior to starting it. Assigning the Email Template When ...
Campaign Calling List
G5 Report Documentation Template This can be used on screen in G5, but it functions as a calling list best when exported. Report Name: Campaign Calling List Report Template: Blank Activity Plan Detail Tab Fields Campaign Stages For For>Preferred ...