Tasks

This tutorial looks at a sender’s list of tasks created when a prospect performs an action based on set rules in the Campaign section.

Go to the navigation menu on the left side or top of the page and click on Tasks - Tasks. !For security reasons, we covered any sensitive information!.

Here you see the list of prospects who have met the rule set for this email campaign. The screenshot above shows that the rule was set to send the task when a prospect connects on LinkedIn.

The LinkedIn email is displayed below the multicolor squares that represent email campaigns.

The report allows you to view and track the following information:

• Prospect’s name, title, the phone number, and the company’s name;

• Status of interest;

There are four status categories marked with a different color.

Interested means that your contact has clicked on the call-to-action link to your phone number or social media profile.

Engaged tells you that your contact opened more than two links from your email.

Visited shows if the contact has opened one or two links from your email.

Not Visited means that your contact didn’t take any action.

• Number of opened and viewed emails and spent time on the email;

• Last activity.

By clicking on the three-dot icon, you can perform even more functions:

Edit - edits the profile of the contact.

View Profile - the contact’s detailed report opens. !Please refer to the tutorial Prospects Dashboard to learn more!

Send An Email - a very convenient tool to send an email to the contact straight away without going to the Inbox section.

Share A Link - the Shared Link Dashboard opens. !Please refer to the Share A Link tutorial to learn how to create and add categories!

Delete - removes the contact from the list.

Unsubscribe - removes the contact from the list of receiving the campaign emails.

Mark As Bounced - mark those contacts to whom campaign emails did not reach.

Pause Campaigns - stops sending the campaign emails for an undefined time.

You can also select a category for this prospect and mark the task as completed or not possible.

If needed, you can view the Completed and Not Possible tasks list by clicking on the relevant tab.

In this tutorial, you have learned how to manage the sender’s tasks based on set rules.

Thank you for being with us!