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Campaign Automation allows you to deal with multi-channel, multi-wave and real time campaigns, providing capabilities for direct automatic reaction to customer responses.


A campaign process is set up to proceed automatically from the planning phase meaning that once it is triggered, no further manual action is necessary. Response to a particular step can be immediate. Alternatively you can set up a scheduled response, for example, carried out at periodic intervals or once a certain number of responses have been collected together.


Using campaign automation, you can:

  • Model the process steps graphically. A simple, graphical user interface allows you to have a clear overview of the whole process.
  • Allow for customer reaction via any communication channel as all customer relevant channels are supported in the campaign automation procedure, whilst still providing one face to the customer
  • Plan individual process steps. For example, you can set up a mail to be sent to a specific target group and then after a certain time period has passed, send a reminder mail
  • Define rules and conditions for these process steps. For example, you can define rules for sending out confirmation mails within 24 hours of receiving an order
  • There is also an integrated survey process to allow you, for example, to evaluate customer satisfaction with a campaign and use the answers to trigger further activities.

Have a look at the video clip to get an idea of Campaign Automation.


If you want more information on multi-wave and multi-channel campaigns there are two interesting blogs on this as well:

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    1. Former Member Post author
      Hi Gregor,

      thanks a lot for your feedback. I changed the link to the video to be opened in a new window now.

      I also had a look at your very informative blog on surveys.
      Just one additional information on this: With CRM 2007, the survey application is available as a CRM WebUI application as well, which is integrated into the Marketing professional user role.

      Best regards,

    2. Former Member

      Hi Gregor,

      Please let me know if you have any blogs related to Campaign Automation using High Volume segmentation. I was looking more on the technical side than a demo.

      Best regards,

      Marta Miyazaki


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