LeadDolphin offers you a choice of how to communicate with your Leads and Members. You can assign a drip campaign with various messages set to go out on specified days or you can send a bulk campaign to a targeted subset of your leads and members or personalized messages to individual leads/members. The following information will provide you with several ways to communicate using our campaign feature.
SENDING BULK EMAIL CAMPAIGNS:
- Go to your Lead Dashboard
- Filter by Date, Lead Status, and PT Status (if applies)
- Select all by checking top box (and all rows), or select profiles individually
- In the OPERATIONS FIELD, click the drop down box and select “Assign Leads to a Campaign”
- Click “Execute”
- Check box of the desired template to be assigned
- Click “Next” (bottom right)
- Confirm
Campaigns will be assigned and sent!
Email Campaigns can be programed to be sent on designated days after a Lead/Member has been generated.
- Click on Email Tab at the bottom of Client/Lead Profile to see assigned emails and SMS (they will show a pending, delivered or canceled status)
TXT Campaigns
NOTE: do not use any emoji special characters in text messages.