Manual Tasks are additional steps that you can schedule in your campaign, apart from emails. They’re manual actions that you want to include within the campaign flow, e.g. to make a phone call to a prospect or to update their data.
How it works
You can add a manual task as one of the steps in your campaign, for example between one follow-up and another.
Let’s say the action you’d like to add at this point in the campaign is to call your prospect. You set up a task, and write a reminder to add a note to your CRM to make a phone call – and set the due date on the right of your note.
You can also combine manual tasks with conditions:
- If you mark the task as done, the Path will divert into Path YES, which might be e.g. a follow-up message with an offer.
- If you the task was marked as ignored, and the Path will divert into Path NO, which might be an email saying “Hey, I was trying to reach you…”, or no email at all.
If you don’t mark the task as done or ignored, it won’t trigger any of the possible next steps.
- create multi-step campaigns to boost the chance of closing a deal
- stay better organized in your workflow