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Getting Started with CountingWorks PRO
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CountingWorks PRO 3.0
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Portal 2.0
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CountingWorks Learning Center
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Green Portal
- Automated Newsletter
- eSign
- Online Appointments & Reminders
- Client Management
- Improve Your Presence
- Message Center
- Professional View Portal
- Tips & Tricks
- Domains
- Website Editor Plugins
- Website Editor
- Social Media
- Admin Users and Roles
- Security
- Leads - Automated Lead Management
- Communication - Special Announcements
- Subscriber Management
- Client Alerts
- Greetings
- Portal Client View
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TaxBuzz / CountingWorks
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Rackspace Email Set Up
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General
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ADP
How do I send a lead a nurture campaign?
To send a lead either one of the standard nurture campaigns we've created for you or your own custom created nurture campaigns, follow the steps below:
Navigate to Leads > Lead List
Select the lead that you'd like to send the nurture campaign to
While in the lead's profile, scroll down until you see the Status section and click on Edit:
From there, you would select the nurture campaign you'd like to send them by selecting that campaign under the Lead Type drop-down menu:
Once you've selected one, hit the Save button and those emails will queue to send out according to the schedule you've assigned in the nurture campaigns (the default send time of the first email is usually 1 day after setting the lead type).