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en:vtmarketingdashboard [2013/05/19 18:56]
joebordes [FAQ]
en:vtmarketingdashboard [2013/08/09 13:55] (current)
joebordes [Use Cases]
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     * link to campaign: open the Campaigns process tab and select the previously created campaign, link all the contacts to the campaign     * link to campaign: open the Campaigns process tab and select the previously created campaign, link all the contacts to the campaign
     * send emails: fill in the general parameters, specially the campaign so it gets related, open the message process tab and select a previously created email template, press the send button to create a message record for each contact and have an email sent for each message. As the user opens and reads the emails the status will be updated.     * send emails: fill in the general parameters, specially the campaign so it gets related, open the message process tab and select a previously created email template, press the send button to create a message record for each contact and have an email sent for each message. As the user opens and reads the emails the status will be updated.
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 +<note important>For all those records that are not even sent an email, because the email is empty or somehow wrong, it will create a message record marked as **"Not Sent"**, so that we can monitor the quality of our information easily using filters and/or reports.</note>
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     * create follow up tasks: after some time search for opened messages, select them and in the task process tab create tasks for the sales people to call or visit the contact     * create follow up tasks: after some time search for opened messages, select them and in the task process tab create tasks for the sales people to call or visit the contact
     * for all those tasks with a positive response, create potentials which can be processed accordingly     * for all those tasks with a positive response, create potentials which can be processed accordingly