Cancel Campaign Option: Automations in Campaigns Based on a Contact Responding to an Email or SMS

We have a great new feature whereby you can automatically set up the campaign to cancel for a contact if that contact replies to any message throughout the campaign. Additionally, you can set other parameters for this contact that has responded, including automatically adding tags, setting them as a prospect, and assigning them to a different staff member. These features will not be available for everybody as you will need to ask for permission to use the “Cancel Campaign Option” by the support team first. Once you are granted permission, the functionality is very simple.

  1. Go to Campaign in your side panel.

  2. Click on “Campaign Management”.

  3. Select the campaign that you want to enable cancellation for. 

  4. Now, you will see a new section under Category, called “Cancel Campaign Option”.

  5. Switch to click on, and it will turn orange, right under the area where it says “configure options to cancel this campaign if a contact replies to any message”.

  6. Scroll down, and hit “Update”, when you’re ready to save all changes made to the campaign.

  7. Once this is updated, you can click on “Configure”, which appears right under the orange “On” button.

  8. Here, you can configure what happens when someone replies to any email or SMS that the system sent. Note, based on  your previous actions above, contacts who respond to a SMS or Email will already be opted out of the campaign automatically when this feature is turned on, regardless of additional configurations you make on this page.

  9. In the configuration area, you can add the contact to one or multiple tags. This helps you manage them in groups based on a response to the campaign.

  10. You can also automatically move the contact from the lead group to the prospect group, by turning this feature on in the configuration window. Again, if this feature is turned on, it will turn orange in this window and say “On”. This is a great way to automatically categorize your contacts based on the interaction with your campaign. Since they responded, they moved from “Lead” to “Prospect”.

  11. Next, in the configuration area, you can assign a contact that has responded to the campaign to a specific staff member by selecting a staff member in the drop-down. If you leave this option empty, the contact will remain assigned to the original staff member they were assigned to prior to being added to the campaign. 

  12. This feature works great if you have staff members assigned to leads and different staff members assigned to prospects. Now when someone moves from a lead to a prospect by responding to a campaign, you can automate new assignment.

Select How You Would Like to Be Notified When a Contact is Assigned to You

In addition to setting other notification preferences for various communications, you can now select how you would like to be notified when a contact is assigned to you. 

  1. Go into “Profile” in the upper-right-hand drop-down of your profile area (button is to the left of “Sign-out”.

  2. Click on “Notifications” in the top-left area, and you can select which method(s) you would like to receive notifications for contact assignment. You can receive a notification every time a contact is assigned to you by SMS, Email, or both.

Sending and Editing Batches While On your Mobile Phones

We received feedback that users were not able to set batches while on their mobile devices, so now, when you’re on your mobile device this function should be operating.

When on your phone:

  1. Go to “Leads”.

  2. Click on the three dashes in your upper-left-hand corner in order to fold down the side panel so you can see your screen better.

  3. Select the leads you would like to send communication to.

  4. Select the type of batch, in this case, I’m selecting the blue“Batch” drop-down, then “Batch Email”. 

  5. Now you can see the boxes to edit your communication show up, and you can edit your content. You can select the schedule to send your batch.

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