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Automated processes for groups

(CRM - group management)
 
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Topics in overview:

Contact management
Group management
Address import / export
Selection - a central contact managemen tool
Customer loyalty by means of communication
Email and letter templates
Lead manager
Task & appointment management 
WebConnector: website connectivity
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Related topics:

Group hierarchy | Creating groups | Using groups | Automated processes for groups

Automated processes are processes that run without user input.
Predetermined group processes are initiated when a contact is assigned to a particular group.
It is irrelevant whether this allocation is performed manually or automatically, e.g. by submitting a completed form on the website. 
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Creating a group process

a) Click the CMS icon and select the Groups tab.

b) Open the group hierarchy anywhere.

c) Open more hierarchy levels, if necessary.

d) Click the group code of the group to which you want to assign one or more processes.

 

 
e)
 Click EDIT PROCESSES.

 

 
f)
 Click Add rule.

 
 

Process types 

There are six different processes that can be linked to a group:

Send email,
Affiliate allocation (corresponds to Add as affiliate),
System email,
Add as lead,
Add as affiliate (corresponds to Affiliate allocation),
Register for newsletter.

g) Open the combo box of process types and click the desired entry. In this example, Send email was selected.

 
 

 
h)
 Open the combo box of email templates and click the desired template.

i) Save the process.

 
 

 
k)
 Click the plus symbol to add another process.

l) Click the recycle bin icon to delete the process from this group.

 
 

 
a)
 If you want to make changes to this group, you can only change the respective process element, not the process type. If you would like a different process type, delete the process and create a new one.

b) Here, a second process was defined for a group.

c) A third ...

d) ... and a fourth process as well.

e) Save your changes after adding new processes.

 


























 

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