Campaign Follow Up Tasks

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.

Below is the order of the Follow Up Task will be assigned to:

1) If selected user from Drop Down List (DDL) then user will be assigned this follow up task.

2) If no selected user from DDL and contact has assigned staff member, then follow up task will go to the assigned user.

3) If no selected user from DDL and contact has NO assigned staff member, then follow up task will go to the creator of this campaign.

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