First off, I'm using Max 9.5 Enterprise.
I'd like to have the facility to take a contact (lead or customer) through a set of events.
I've run Campaigns that send an email, and print a letter from a template, and I've created some Action Plans that allow me to schedule tasks, like calling a contact every two weeks for a month.
I'd like to be able to include both in one schedule. For example, I have a series of contacts to whom I'd like to schedule an email to be sent (from a template, automatically) then have one of my team make a followup call later that day.
I can create the email in an automated campaign, and I can schedule the followup call in an action plan, but unless I'm missing something, I can't have them both without adding the same contact to both a campaign to do the automated mailing, and then kicking off an action plan to schedule the call(s).
Isn't this a pretty basic need? Am I missing something?
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