This article walks you through how to trigger the Winback campaign when adding a new Contact.
As a user with the ability to create new contacts, you can start an Inactive Contact on the Winback campaign right from the create a contact screen! You can do so my following the steps below:
- Click on Add Contacts from the menu on the left hand side of the screen
- Next, after filling out all of the appropriate contact information, you will see the Contact Type with three different options, Prospect, Client, and Inactive. Select Inactive.
- After selecting Inactive, you will notice the choices for Active Campaigns will change. You just need to click the dropdown box and select Winback (Lost Clients).
- After you click Save Contact, the campaign will start!
You can also follow along with the video below:
