Sonoma Enterprises - Active Agent Campaign Manager

Automate your business by using campaigns!

Campaigns are most typically used to either automate checklists that you use in the normal course of your business and/or to automate your drip marketing efforts. Regardless of how you use campaigns they are a way to make sure that critical activities do not get forgotten!

• Create a new campaign or clone an existing campaign
• Pre-loaded Campaigns- 7 Year "touch" and 12 Direct campaign
• Campaign/Letter Manager - Manage campaigns from a single interface or print/manage all scheduled letters
• Apply Campaign from Contact - Add a new contact and want to add them to an existing campaign or apply a new campaign; do it all from the contact record.
• Find all Applied Campaigns - Find any campaign that has already been applied to a contact.

Campaign List

(Note: REMS 7 Year and 12 Direct come with AAO - however, you can create any number of other campaigns)

Campaign Manager

Letter Manager

Campaign Form

Apply a Campaign

Apply a Campaign from a Contact