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Campaign
Manager
With the
"ACTive Agent Campaign Manager" you have the ability
to custom create YOUR campaigns of activities such as Calls,
Meetings, To-Do's, Letters & Brochures, all from this
valuable software tool. You can assign EACH activity for different
members of your team.
Create FSBO, Expired Listing, 10 Day Before Close, Holiday, Past
Client, 10 Day After List campaigns and more. Recurring activities
feature allows you to select how often, and on what days of the
week you'd like the activity to recur. Campaigns are stored in
your very own "Campaign Library" & may be reused
over and over to one specific, selective, or to all your clients.
The Campaign Manager's main menu &
entry screen, with a sample campaign library.
Before
launching a campaign to the ACT! database, all activities in that
campaign must first be created, then becoming part of your very
own "Campaign Library".
Create
an Activity
When creating activities for a new campaign, the "Recurring
Settings" feature can save valuable time by combining recurring
tasks in every possible combination.
Recurring
Activities
The Campaign
Launch Date represents the date in which all activities within
a campaign are scheduled FROM. The "+/- Day" out field
for each activity sets the activity date based on the Campaign
Launch Date.
Campaign
Launch Date
Once a campaign is chosen and all activities have been setup,
it can be launched to the ACT! database by selecting the names
of contacts the activities will be applied. Each Activity is then
recorded for each selected contact.
Call, Meeting, & To Do activities are applied & launched
directly into the ACT! database. Letters, however, are scheduled
and applied into the ACTive Agent Letter Manager. (See the Letter
Manager section of our Website).
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