How to run Campaign for Customer?

  • Last Created On Sep 26, 2023
  • 426
0 0

- Step 1: Select Setup -> select Customers -> Select Group -> Create group data (image 1)


- Step 2: Go to Customer -> Categorize customers according to the created group (image 2)


- Step 3: Create Campaign -> Select Customers and select Customer Groups


Currently the system has updated the conditions to be able to filter all Customers / filter by Group / Filter by Active / Filter by Inactive

- Step 4: Run Cron job

+If you want to select all customers, you can leave the Group field blank and select Send to "All"

+ If you want to select all customers in Group 1, you can select "Group 1" and Send to "All"

Views: 426

Recent Articles

  • Labor Cost Calculation Guide
    134
  • Customizing Ticket Statuses in Customer...
    123
  • Convert to Invoice or Expense & Create I...
    139
  • Service Appointment in Field Service
    157
  • Work Orders in Field Service
    148

Popular Articles

  • Connect your X (Twitter) account and Syn...
    3317
  • Warehouse
    2671
  • Item Settings
    2213
  • X (Twitter) Analytics
    2065
  • Plaid environment & Setup Your Bank Acco...
    2006