Campaigns

What Are Auto Campaigns?
NOTE:  All auto campaigns are created by your organization. Please reach out to your internal administration team if you do not have access to view auto c...
Thu, Mar 19, 2020 at 10:54 AM
How to Assign Groups to Auto Campaigns
NOTE: Some users will already have their contacts automatically added to groups that are attached to auto campaigns. Existing group assignments are noted wi...
Fri, Jul 24, 2020 at 11:40 AM
How to Remove Contacts From Auto Campaigns
On the left navigation, click Campaigns > Auto Campaigns. On the right side of the screen, click Actions > Edit Group Assignment. A new modal scree...
Mon, Apr 20, 2020 at 1:48 PM
What Are Drip Campaigns?
NOTE: Both you and your organization can create drip campaigns. Drip Campaigns are used to send series of emails to contacts or groups over a set period...
Thu, Mar 19, 2020 at 10:55 AM
How to Create Drip Campaigns
On the left navigation, click Campaigns > Drip Campaigns.  Click Create.  Input a name for the campaign and choose your campaign type.  Incremental D...
Wed, May 27, 2020 at 3:04 PM
How to Assign Groups to Drip Campaigns
NOTE: Contacts that are added to the group at a later time (manual group OR smart group) will not dynamically be added to the drip campaign.  On the le...
Thu, Mar 19, 2020 at 10:55 AM
How to View Auto Campaign Actions
Actions allow you to view what emails are part of the campaign as well as their trigger conditions.  Triggers are Dates, Lead details, Loan details,...
Thu, Mar 19, 2020 at 10:54 AM
How to Assign Drip Campaigns to Contacts
There are two areas where you can assign drip campaigns to contacts. Click on one of the options below to learn more.  Contacts tab Individual contact re...
Thu, Mar 19, 2020 at 10:55 AM