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Smart Campaign

Smart Campaign

Owned by Matthew Garrett
Last updated: Sept 21, 2018


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The Finance Shop Release Notes


     

        

There are several new criteria options available for defining the entities that you wish to include in campaigns.

  1. Product Requirement Profiling. This is defined on Client \ Marketing.
  2. Last Contact \ Next Contact. This is maintained on both the Client \ Marketing or Entity \ Marketing.
  3. Owner Entity. This is maintained on the Client \ Marketing or Entity \ Marketing.