Creating Tactics

Followup tactic: Become a Tactic Member
If you would like your followup emails to send to all contacts that were sent the parent tactic, select Did > Become a Tactic Member > blank. Leave th...
Mon, 13 Apr, 2015 at 1:20 PM
Send an ROI Email
To send an ROI email select All Contacts in a Segment and then Send Email.  After you add the tactic you must click Save before you can setup ...
Tue, 10 Feb, 2015 at 11:37 AM
Scheduling Drip Tactics
There is an ROI suggested approach when scheduling drip tactics. First, let's review the example in the image below. The SF Corp Lapsed is considered t...
Tue, 28 Apr, 2015 at 9:43 AM
Preview Segment from ROI Email Tactic
When viewing a Tactic that has been setup to send an ROI email, you have the ability to preview the segment. However, there might be some discrepancies w...
Mon, 18 Jan, 2016 at 3:30 PM
Send a triggered email after form submission
After a website visitor fills out a Form, you can have ROI immediately send an Email to that visitor.  First, you will create a Tactic to send to all Con...
Fri, 5 Feb, 2016 at 2:16 PM
Sending an Email When Someone Fills Out a Form
Every time a ROI Form is created an Webform Trigger is automatically generated in Data > External Segments. The Webform Trigger will have the same name a...
Wed, 23 Aug, 2017 at 3:47 PM