Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Matched
    1. Only once = Runs the automation one time only and never again. This action mode might be helpful when trying to create a segmentation from your existing database, perhaps profile your database via lead scoring or mass update values in your database. 
    2. Continuously = Runs the campaign at the specified "Frequency" with a Start and End period defined. This action mode might be helpful when trying to create a Dynamic Segmentation or run a lead nurturing program that's always working for sales/marketing to nurture prospects. 
  2. Affected = Total number of people (Known and Unknown) who will be affected by your campaign if you activated the campaign now. Click the number and a preview table will open towards the bottom of the page and display all Known people (when Lead Liaison has a name and/or email address) by default. Change the value under the "Type" column to view all (Known/Unknown) people affected or just Known or Unknown. 
  3. Ignored = Total number of people (Known and Unknown) who will not be affected by your campaign. Adding the Affected and Ignored numbers together is the total number of prospects for your account in Lead Liaison's database. 
  4. Start = The day and time in which to start running the campaign. To run the campaign now select the "Now" radio button. Make sure to select the time zone in which to start the campaign. Lead Liaison loads the default time zone setting for your user account. To change your default time zone go to Home > Setup profile.
  5. Run on days = Runs the automation every day or on certain days. To select certain days choose the "Custom" radio button. 
  6. Run within time frame = Runs the automation within a certain time frame. Click the "Enable" check box to enter a Start and Stop time. This setting is helpful if you're running rules, such as for distributing leads, and you only want the rules to run during the work week and during work hours. 
  7. Do not run on Corporate Holidays = Skips running a process on "Corporate Holidays", which is a setting. See this description on Corporate Holidays for more information.
    Note: Turning on the Do Not Run on Corporate Holidays setting will not pause the actions in an automation. It will only affect adding new people into the Automation i.e. if this setting is enabled, no new Prospects will be added to the workflow on that day.
  8. Frequency (see screen shots below)
    1. Real-Time = Runs the campaign about every minute. 
    2. Hourly = Runs the campaign hourly. Specify during which days and hours to run. 
    3. Daily = Runs the campaign daily. Specify only running on the weekday or running every other X day(s). 
    4. Weekly = Runs the campaign every X week(s) on specific days. 
    5. Monthly = Runs the campaign on a specific day (1 through 31) of every month or the first, second, third or fourth Monday, Tuesday, Wednesday, Thursday, Friday, Saturday or Sunday of every month. 

...