You can easily set up your campaign so that specific tasks are generated when a prospect responds or fails to respond to a solicitation. This helps you to:
■ Acknowledge positive responses
■ Send a cross-promotional solicitation to positive responders
■ Initiate reminders to prospects who do not respond to initial solicitations
■ Make sure that prospects who opt out of the campaign do not receive further solicitations
To create a response stage
You can define response stages in the source code so a contact moves through campaign stages (solicitations) as they respond to solicitations.
1. Open the source code.
2. Click the Source Lists tab.
3. In the Add Source List area, Select Type of Solicitation Response.
4. Select a campaign.
5. For each campaign response stage:
□ Select an Appeal.
□ Select a Solicitation.
□ Select a Source Code.
□ Select a Comparison value (Equal or Not Equal).
□ Select a response State:
■ Solicited – Contact has been solicited but has not responded.
■ SolicitedResponse – Contact has responded to a solicitation.
■ UnsolicitedResponse – Contact has responded but was never solicited.
■ OptOut – Contact has opted out of the solicitation and will be excluded from any future lists for this campaign, appeal, and source code.
Note: If a source code is provided with the response, the system assumes the contact was solicited.
□ Click add.
□ Select a Global Operator that applies to all solicitation state expressions (AND or OR).
6. Click Save.
The solicitation response displays in the Source Lists.
Note: You can choose to automatically assign source codes to responses in Set up campaign module.
To view responses
Before you begin
Before you can view responses, you must:
□ Create response stages
□ Synchronize the responses
1. Select Marketing > Record responses.
2. Find the desired contact.
The system displays a list of responses for that contact by source code, appeal, and campaign.