allow for an Activity Process
to be assigned to a specific Appointment Result
. Many businesses have post-sale marketing processes, which can be carried out via an Activity Process
. Assigning the post sale marketing process to the demo/sold appointment result, (or any sold appointment result) will trigger the Activity Process,
automatically creating all activities associated with the post sale marketing process for the contact when an appointment is marked sold.
Assign an Activity Process to Appointment Results:
Click on the Admin
link from the drop-down in the upper right corner of MarketSharp
Within the Automation Rules
box, click the Appointment Rules
Click the Add Activity Process for an Appointment Result
Choose the Appointment Result
from the drop-down on the left side of the screen:
If applicable, choose a Result Reason
from the drop-down in the middle (otherwise, just leave it as Any
). This would be used in an instance where a user wants one Appointment Result
to trigger multiple Activity Processes;
they would be differentiated by the different Result Reasons.
Choose the Activity Process
from the drop-down on the right side of the screen
Once all options are chosen, click Save
at the bottom of the screen.
Now when an appointment is resulted using that particular Appointment Result,
the corresponding Activity Process
will trigger and attach to the Contact Record.