Set up automated campaigns
You can set up automated CRM campaigns every time you create a new campaign. To do this, create a new campaign and add an activity. In the dialog you will find the section “Automatic repetitions and requirements”. There you can make all the settings for your automatic campaigns.
Set automatic runs
In the upper section, you create automatic runs for the current campaign process, to do this, activate the checkbox “Auto create date for next run”. Directly below, specify in how many days the next run should be executed. After this time has elapsed, the associated CRM operations will be automatically generated for all contacts assigned to the campaign. For example, if it is a mail, it will be sent to all contacts. CRM activities such as a “follow up” element are created for all contacts.
To the right, you specify the time window in which automatic runs should be executed. You can also specify whether the runs should only take place within a certain time, e.g. during normal business hours.
Setting prerequisites and rules
In the “Requirements for creating a campaign activity” section, you define additional conditions that must be met for an automatic run. For example, you can define that a contact has been assigned to the campaign for at least X days. Or you can define a necessary predecessor for the next campaign activity to run. For this, set which activity must have already taken place. You can also define how much time must have passed since the predecessor was created or completed, or what status the predecessor should be in for the next campaign activity to be created.