hubsell provides you a feature to schedule activities. These activities will be sent to you as a 'task' in your CRM or you can find them in hubsell.
How to create 'activities' in hubsell?
'Activities' in hubsell is always condition-based. For example: If your LinkedIn connection request has not been accepted for a few weeks and withdraw it. You can take the following steps to add an activity:
Click the LinkedIn campaign point
Select the regarding criteria
Select an action by clicking the task > custom
Click add follow up
You can also define your task by taking the following steps:
Click edit
Define your subject line and placeholder
Click save changes
There is another alternative option to schedule an activity. For example: Your email has been opened more than two times within one day and here you can ask hubsell to schedule a phone call for you. You can do that by taking the following steps:
Click emails in your campaign point.
Add your criteria
Select an action by clicking task > phone call
Click add follow up
Define your subject line and placeholder
You can find these custom tasks scheduled under campaign > activities.
How to change the status in 'activities'
When you have received a response from your prospect and you want to change the status of your scheduled activities, here is how you can do it:
campaign > activities
scroll to the right
click on status > done
select a status > add note > change status
Other uses of 'activities'
You can also check your regular activities of your campaign by applying filters for any particular user, campaign, status, type, date
For example: If you want to check your last message sent, you can check it by taking the following steps:
Now you know the multiple uses of activities, If you want to learn more about using hubsell, then click on the following link: