Overview
This document outlines Lead Liaison's unique, innovative and easy-to-use automation capabilities. The essence of our design is a common interface for lead nurturing, lead grading, lead scoring, static target lists (contact lists), dynamic target lists and more. Drag-n-drop functionality makes it easy for marketers to design and pre-configure advanced campaigns. The unique vertical flow makes marketing campaigns modular, easy extensible and much like human conversations.
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lead nurturing, lead grading, lead scoring, static target lists (contact lists), dynamic target lists |
Creating an Automation Campaign
To begin your marketing campaign go to Design > Automation and click the green plus button. This will create a new Automation campaign.
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You can click on any of the Steps (1, 2 or 3) in the design wizard to move forward or backward in your campaign design. Current steps are displayed in orange. Incomplete steps are in light grey. Completed steps are in green. |
Managing Automation Campaigns
To manage Automation Campaigns go to Design > Automation and click the manage icon (white folders) button. This will take you to a grid that displays all your marketing campaigns but filters out everything else but the Automation Campaigns.
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- Select = Select the Campaigns you would like to perform an action on. Possible actions are Delete, Active and Suspend. Check the boxes for the Campaigns you would like to take action on and click the appropriate link (above the grid).
- Name = Name of the Campaign as entered by you in the popup when creating a new Campaign.
- Memberships = # of prospects that are part of the Campaign. Clicking on this number takes you to the Membership section and lists all the prospects in the Campaign.
- Type = Type of marketing campaign. Lead Liaison supports a wide variety of campaigns out of the box including social media, search terms, landing pages and more.
- Program = Name of the program which the Campaign is part of.
- Created = Date the program was created.
- Created By = The user who originally created the Campaign.
- Status = Status of the Campaign (Activated, Suspended or Draft).
- Actions = View members of the Campaign (Memberships), edit the Campaign or delete the Campaign.
Changing Campaign Cost and Program Attribution
It is possible to change the cost of a Campaign as well as the Program the Campaign has been added to.
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