When creating a campaign you will have the option to create a Follow Up Task for you or your staff to complete.
You have the option to choose who the Follow-UP Action can be assigned to with some flexibility inside the campaign.
Additionally, the default Wait days in the Fit Pro Tracker system for the Follow-Up task is set to 5:00 AM, and it cannot be altered. This is to ensure that when a staff member logs in, they will be reminded about the task immediately.
Here is the order of the follow-up tasks that will be assigned to:
If the selected user is from Drop Down List (DDL) then the user will be assigned this follow-up task.
If no selected user from DDL and the contact has an assigned staff member, then the follow-up task will go to the assigned user.
If no selected user from DDL and the contact has NO assigned staff member, then the follow-up task will go to the creator of this campaign. Steps to add follow-up tasks on campaigns.
Important Notes:
You have the option to override the staff member to whom the SMS should be sent.
Please make sure to fill out the required fields. If the information is incomplete, a note will appear on top of the action box.