Automating any process can deliver outstanding results for your team, sending the wrong emails can also have an impact.
We encourage you to engage with us before creating any automated campaigns, the screen below sets out how you may want to plan your campaigns and share them with your team confident in the knowledge your system will support you.
Are you on the latest version? This is available to all Clients running on the latest build.
You need a knowledge of SQL and access to the administration area then go to Admin | Site Notifications | New where you can set up each campaign.
For every Campaign you will need a condition that starts the campaign, an action that happens as a result of the condition and another condition to stop or pause the campaign before the next step or action is taken.
In the examples below we describe the steps for three actual campaigns