{"id":10225,"date":"2017-03-07T15:04:53","date_gmt":"2017-03-07T15:04:53","guid":{"rendered":"https:\/\/www.process.st\/templates\/campaign-monitor-4\/"},"modified":"2024-02-28T20:49:19","modified_gmt":"2024-02-28T20:49:19","slug":"campaign-monitor-4","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/campaign-monitor-4\/","title":{"rendered":"Campaign Monitor Training 4"},"content":{"rendered":"<section id=\"updating-the-campaign-spreadsheet-208\">\n<h2> Updating the Campaign spreadsheet (2:08): <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tUUbbWUYc4VfAbULNsNIDQ.png\" alt=\"Updating the Campaign spreadsheet (2:08):\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tUUbbWUYc4VfAbULNsNIDQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"select-the-client-208\">\n<h2> Select the client (2:08) <\/h2>\n<div class=\"text-content\">\n<p>Select the client<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hhjeWNNn-yBL0q2Z66NE5Q.png\" alt=\"Select the client (2:08)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hhjeWNNn-yBL0q2Z66NE5Q.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"change-the-response-column-into-warm-leads-222\">\n<h2> Change the response column into &quot;Warm Leads&quot; (2:22) <\/h2>\n<div class=\"text-content\">\n<ul>\n<li>Select warm leads in order for this client to be added in the customer record.&nbsp;<\/li>\n<li>You will do this once the customer is already has been called and interested in the campaign.&nbsp;<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sMa9JMH52-iYJso-ISFO0Q.png\" alt=\"Change the response column into &quot;Warm Leads&quot;  (2:22)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sMa9JMH52-iYJso-ISFO0Q.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"check-if-the-client-id-was-processed-301\">\n<h2> Check if the client ID was processed (3:01) <\/h2>\n<div class=\"text-content\">\n<ul>\n<li>The client will be then added to the customer record spreadsheet and the Client ID will be added as well.&nbsp;<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v9xCYOOiNV0hDco_3URBQg.png\" alt=\"Check if the client ID was processed (3:01)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v9xCYOOiNV0hDco_3URBQg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"check-if-the-client-is-also-added-in-the-email-to-questionnaire-sheets-326\">\n<h2> Check if the client is also added in the email to questionnaire sheets (3:26) <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mCqm_9PUODHI2wF8DJdCNw.png\" alt=\"Check if the client is also added in the email to questionnaire sheets (3:26)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mCqm_9PUODHI2wF8DJdCNw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hBxF-QC_q6xyfrvJS-1KDw.png\" alt=\"Check if the client is also added in the email to questionnaire sheets (3:26)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hBxF-QC_q6xyfrvJS-1KDw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"changing-the-name-of-the-client-in-the-questionnaire-list-353\">\n<h2> Changing the name of the client in the questionnaire list (3:53): <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q9610NdTVUTatPA6RiVM3g.png\" alt=\"Changing the name of the client in the questionnaire list (3:53):\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q9610NdTVUTatPA6RiVM3g.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"click-journey-353\">\n<h2> Click Journey (3:53) <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/o32AuAMUT-kMVrgRxH5C9A.png\" alt=\"Click Journey (3:53)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/o32AuAMUT-kMVrgRxH5C9A.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"click-followup-and-questionnaire-411\">\n<h2> Click &quot;Follow-up and questionnaire&quot; (4:11) <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uFtuovrPIgoBlM_pEkhKRA.png\" alt=\"Click &quot;Follow-up and questionnaire&quot; (4:11)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uFtuovrPIgoBlM_pEkhKRA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"click-the-email-template-416\">\n<h2> Click The email template (4:16) <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qzwt07_lfzBlWSQ6R7NIdA.png\" alt=\"Click The email template  (4:16)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qzwt07_lfzBlWSQ6R7NIdA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"click-edit-email-template-421\">\n<h2> Click Edit email template (4:21) <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vQXbM4Lrc7gGMSejB_JB9Q.png\" alt=\"Click Edit email template (4:21)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vQXbM4Lrc7gGMSejB_JB9Q.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"click-the-insert-to-update-619\">\n<h2> click the Insert to update (6:19) <\/h2>\n<div class=\"text-content\">\n<ul>\n<li>Click the insert for&nbsp;<br \/>Personalization - email, full name<br \/>Custom fields.&nbsp;<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pJpoisaDzI5YvXR8pAxGCQ.png\" alt=\"click the Insert to update (6:19)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pJpoisaDzI5YvXR8pAxGCQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"click-preview-623\">\n<h2> Click Preview (6:23) <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sx8fb1Eq9_ley2Yp3DRHWA.png\" alt=\"Click Preview (6:23)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sx8fb1Eq9_ley2Yp3DRHWA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"click-done-625\">\n<h2> Click Done (6:25) <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iZgwpcDeDWFaNpi6gnVBsg.png\" alt=\"Click Done (6:25)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iZgwpcDeDWFaNpi6gnVBsg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"video-tutorial\">\n<h2> Video Tutorial: <\/h2>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/m6HYh0MnCDo?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Updating the Campaign spreadsheet (2:08): Select the client (2:08) Select the client Change the response column into &quot;Warm Leads&quot; (2:22) Select warm leads in order for this client to be added in the customer record.&nbsp; You will do this once the customer is already has been called and interested in the campaign.&nbsp; Check if the [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":10226,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"14","template_description":"","template_id":"vqlyBvh0QO6PJcrY_qxKMQ","task_0":"Updating the Campaign spreadsheet (2:08):","task_slug_0":"updating-the-campaign-spreadsheet-208","task_1":"Select the client (2:08)","task_slug_1":"select-the-client-208","task_2":"Change the response column into &quot;Warm Leads&quot;  (2:22)","task_slug_2":"change-the-response-column-into-warm-leads-222","task_3":"Check if the client ID was processed (3:01)","task_slug_3":"check-if-the-client-id-was-processed-301","task_4":"Check if the client is also added in the email to questionnaire sheets (3:26)","task_slug_4":"check-if-the-client-is-also-added-in-the-email-to-questionnaire-sheets-326","task_5":"Changing the name of the client in the questionnaire list (3:53):","task_slug_5":"changing-the-name-of-the-client-in-the-questionnaire-list-353","task_6":"Click Journey (3:53)","task_slug_6":"click-journey-353","task_7":"Click &quot;Follow-up and questionnaire&quot; 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