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✔ Account Setup
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Load Appropriate Snapshot
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🛢Campaign Funnel Setup
Step 1.1 - Copy over the Funnel
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⚙ Custom Values
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🔫 Triggers Setup
Trigger Activation & Editing
$99 New Patient Triggers
Teeth Whitening for Life Triggers
📲 Editing Campaign Sequences
☎Call Tracking Setup
Call Swapping (Website)
Creating a Number Pool (Website)
🧪 Testing Campaign & Live
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2min

Trigger Activation & Editing

⭐ If a pipeline or campaign is edited, each trigger will need to be checked and options reselected in order for them to work!

Editing Triggers

In the example below, we copied over a campaign and had to edit the campaign and pipeline. Because of this we need to go through each of the triggers and update / reselect some dropdown items to make sure everything works properly.



continue this process for the remainder of the triggers in the campaign.

Updated 27 Apr 2020
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$99 New Patient Triggers
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Editing Triggers