When you create a campaign, you are replicating your pipeline including email and non-email activities to increase the likelihood of converting a prospect to a paid client.  Not all pipelines are created equal and not every salesperson calls a prospect, connects with them on Linkedin, or goes the extra mile.  But...if you do, you'll dig this section and how easy it is to manage your ToDos so you can stay on top of your deals.

Phone:

The 'Phone' section of ToDos is where you'll manage your phone calls, voicemails, and SMS activities.  A ToDo item is created when the step is activated based on it's position in your campaign timeline and the daily start time designated in your settings.  Below are the actions you can take on a Phone Call To Do step.

  1. Click the phone number or copy it into your VOIP phone and call your prospect.
  2. Skip the ToDo if, for example, you don't have the phone number and can't find it in your research.
  3. Snooze the ToDo if you don't have time to complete a step, mark it as 'Snoozed' to get a reminder in a few days bumped to the top of the ToDo list.
  4. Mark 'DONE' if you completed the campaign step.
  5. You can also convert, edit, move campaigns, unsubscribe or add notes BUT you must also select one of the 4 options above.

Linkedin and Twitter:

The 'LinkedIn' and 'Twitter' section of ToDos is where you'll manage your Linkedin and Twitter steps like Connections, Engagement, DMs, InMails etc.  A ToDo item is created when the step is activated based on it's position in your campaign timeline and the daily start time designated in your settings.  Below are the actions you can take for a Linkedin or Twitter ToDo step.

  1. Click the Linkedin URL or Twitter URL to complete the action (view profile, connect, InMail, DM etc) directly on Linkedin.com or Twitter.com.
  2. Skip the ToDo if, for example, you don't have the Linkedin or Twitter URL and can't find it in your research.
  3. Snooze the ToDo if you don't have time to complete a step, mark it as 'Snoozed' to get a reminder in a few days bumped to the top of the ToDo list.
  4. Mark 'DONE' if you completed the campaign step.
  5. You can also convert, edit, move campaigns, unsubscribe or add notes BUT you must also select one of the 4 options above.

Other ToDos:

The 'Other' section of the ToDos is where you will manage the ToDos for your 'Custom' or 'Notify Me' campaign steps act like a placeholder for sales pipeline activities that aren't pre-defined by Replyify.  Examples of 'Custom' steps could be sending a handwritten note or a customized sample of the product/service you offer.  You may also create a 'Notify Me' campaign step which will notify you of anything you describe at a specific point in your campaign sequence.  

  1. When you create the step, you likely included instructions to complete an action.  So, follow your instructions and mark the ToDo item with one of the following options.
  2. Skip the ToDo if, for example, you don't have the requirements to complete the 'Custom' ToDo item.
  3. Snooze the ToDo if you don't have time to complete a step, mark it as 'Snoozed' to get a reminder in a few days bumped to the top of the ToDo list.
  4. Mark 'DONE' if you completed the campaign step.
  5. You can also convert, edit, move campaigns, unsubscribe or add notes BUT you must also select one of the 4 options above.

Missing Data: 

If a step in your campaign is missing critical data required to complete the step, you will be prompted to update the data in the 'Missing Data' tab of the ToDos section.  This could be an email address, phone number, Twitter handle etc that not imported or incorrectly mapped/associated with a contact's record.  The task will be marked as 'Auto Skipped' if the completion of the task wasn't contingent on the campaign continuing on it's original timeline.  You can update the missing data and when you save the contact, select an option to continue.

  1. Mark Task Done - if you completed your task.
  2. Mark Task Skipped - if the task is no longer relevant or required to complete.
  3. Create a To-Do - if you want to complete the task at any point in the future.

Status 'Flags' on each ToDo Step

  1. Open: This flag describes a ToDo step that has all the required information to complete the ToDo (ie - phone number or social profile link) but you haven't yet completed, skipped, or snoozed the step.
  2. Closed: When you complete a the ToDo item, mark it as done to close the ToDo.
  3. Skipped: Sometimes you can't get around to make every call, follow every prospect or send the number of InMails that you initially thought when you created the campaign.  You can select the 'Skip' option to complete the ToDo.
  4. Snooze: If you don't have time to complete a step, mark it as 'Snoozed' to get a reminder in a few days bumped to the top of the ToDo list.
  5. Auto Skipped: When you create a non-email step in your campaign, the advanced settings can be edited to require the completion of this step before the next step is activated.  The default setting is to 'create a ToDo item' but continue on with the campaign (for every non email step). If the ToDo item is missing a data point required to complete the campaign, and you've left the default (create a ToDo and continue), the ToDo will be marked as 'Auto Skipped'.  You can still track down the phone number, for example, and complete the step but you won't hold up the campaign.
  6. Missing Data:  The main difference between 'Missing Data' and 'Auto Skipped' is that the ToDo marked 'Missing Data' MUST be completed or skipped before the next step in the campaign will activate for a this contact.

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