Support Portal

Tele Marketing Campaign

Owned by P Sawkins (Unlicensed)
16, Feb, 2014
2 min read

Overview

Create ad-hoc groups to contact for a Telemarketing campaign. Call down the list reviewing recent correspondence before the call, updating the persons details, notes about the call and easily create a follow up email. Multiple persons can call into a list as each record is locked as it is being called.

How to use Telemarketing Campaign

  1. Search for a list 
    1. You can build up a list in Tele Marketing Campaign
      1. Copy from Person picker master list
      2. Paste into telemarketing campaign window
  2. Review the list - sort by any column (eg Company)
  3. Doubleclick to select any record
    1. Targets Tab will populate with information to process the call
    2. Review email history, persons profile
    3. call or send email if no phone numbers
    4. Clear email form and send followup email Templates
  4. Next Available Target Button will provide next in list that has not been called and allows multiple persons to be calling into the same list
    1. Records are locked as they are selected into the Targets tab - then released once no longer in the Targets Tab
    2. Can Export the list using '''Export (Full)''' button to excel

General Tab

  • /wiki/spaces/SI/pages/33054916 code to search a list of previously created lists
  • Status of the list
    • New
    • Closed - able to review but not call into the list
  • Description of the list
  • Create date of the list

List Details

The resulting list is shown here - doubleclick to select a record into the Targets Tab

  • Unique ID
  • First Name
  • Last Name
  • Locked by is login of person who is currently using this form to make a call to this person
  • Lock Time is time of last lock in the form
  • Company from the Person
  • Position
  • Email Address
  • Status

Targets Tab

Shows the details of the record you have selected and allows recording of discussions

Person Details
  • '''Search code''' is Person Unique id can /wiki/spaces/SI/pages/33054916 to find persons if required
    • Can save target to add a name to the list 
  • From Person: Firstname, lastname, Company, Notes, Position, Department, Address, Phone Numbers, Email address, Creation notes
Email history

Also visible from Person can review and send new emails from here.

  • Email List - double click to review history in RHS
  • Clear button to clear the form ready for sending a new email
  • Enter the details to send an email
Persons Profile

Simple Profile Type Profiles from the Person

Notes Area

Can track notes about the interaction - these will be saved

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