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Managing Campaigns
Managing Campaigns
+1
24 articles in this collection
Written by
Thu Nguyen,
Sam Liu,
James Keys
and 1 other
Round robin a campaign’s qualified leads to your sales teams
Manage qualified leads routing at campaign level using Sales Group
Written by
Thu Nguyen
Updated over a week ago
Re-engage leads workflow
Automatically re-enroll leads based on the last interaction date from one campaign to another.
Written by
Thu Nguyen
Updated over a week ago
Pause conversation workflow
Automatically pause all conversation with rest of an account when one of the leads get's qualified.
Written by
Thu Nguyen
Updated over a week ago
Workflows Overview
Create workflows to automate manual and repetitive tasks.
Written by
Thu Nguyen
Updated over a week ago
Cancel a Campaign
How to cancel a campaign
Written by
Thu Nguyen
Updated over a week ago
Managing Your Campaigns
Scenarios, and how your AI Assistant responds
Written by
Sam Liu
Updated over a week ago
Email Scheduling
When will my emails be sent?
Written by
James Keys
Updated over a week ago
Do Not Contact status
Written by
Shivika Arora
Updated over a week ago
Tracking sales rep follow up with leads
Written by
Shivika Arora
Updated over a week ago
Canceling specific conversations
Written by
Sam Liu
Updated over a week ago
Disputing your AI Assistant's Reply
Written by
Shivika Arora
Updated over a week ago
Unsolicited emails
Handling unsolicited emails
Written by
Shivika Arora
Updated over a week ago
Human Review
Overview of Human Review
Written by
Sam Liu
Updated over a week ago
Setting the Human Review owner
Written by
Sam Liu
Updated over a week ago
Handling Human Review Tasks
Written by
Shivika Arora
Updated over a week ago
Leads and Conversations
Duplicated Emails
Conversation cancelled by duplicated email content errors
Written by
James Keys
Updated over a week ago
Conversations: Filtering, Bookmarking, and Exporting
Written by
Shivika Arora
Updated over a week ago
Leads: Filtering, Bookmarking, and Exporting
Written by
Shivika Arora
Updated over a week ago
What happens when I re-import leads?
Written by
Shivika Arora
Updated over a week ago
Locating imported leads
Written by
Shivika Arora
Updated over a week ago
Unimported leads - What's Next?
Written by
Shivika Arora
Updated over a week ago
Updating Existing Leads
Written by
Shivika Arora
Updated over a week ago
Understanding conversation statuses
Written by
Shivika Arora
Updated over a week ago
Pause and Resume conversation(s)
Manually pause or resume single or multiple of conversations.
Written by
Thu Nguyen
Updated over a week ago