task out a call to only the opened or clicked portion of email blast
J
Josh Thorpe
I would like to be able to assign out tasks to my sales people for only a portion of a blast. specifically the opened and clicked portion of the campaign.
J
Josh Thorpe
We would like to be able to have the option of round robin out to the sales staff. If there is a current sales person on the customer would it stay with hem? We would like to task out a phone and a text. it would be nice to be able to work them seperately as the list is vastly different in size!
Shelby Parker
Thanks for sharing this, Josh Thorpe — totally hear the value in being able to task out follow-ups just to the engaged slice of a blast. To make sure we’re designing it the right way, can I ask a couple quick clarifiers: what’s the primary outcome you’re aiming for with these tasks (calls, emails, booking meetings, etc.)? For recipients who both opened and clicked, should they only get one task (deduped), and are you thinking “opened OR clicked,” or do you need the option to target only openers vs only clickers? And when those tasks are created, should they be auto-distributed across a team, or assigned to a specific owner (like the lead’s current owner)?