Release Date: 25 February, 2023
Overview
We have introduced an enhancement in Account360 that allows users to assign Single Contact Drips (SCDs) directly to an account. Users can assign a drip from the Communications tab, monitor its status within Account360, and track assigned accounts through the Analytics section in the Engagement module.
Use Case: This enhancement helps users quickly assign and track Single Contact Drips for accounts from a centralized location. By monitoring the drip status in Account360 and reviewing assignments in Engagement Analytics, users can manage drip campaigns more efficiently.Â
To view the enhancement:
- Navigate to the accounts module.
- Click on an account and go to Account360.  Â
- Go to the Communications tab and click on Single Contact Drip.
- Click on Assign.
- Select the drip and click on Assign.
- In the Account 360-Communication section, the Single Contact Drip tab displays the assigned SCD status.
- A success pop-up, “Campaign Assigned Successfully,” appears.
Note: You can view accounts that have been assigned to an SCD in the engagement module.
- Navigate to the Engagement module. Scroll down to select Single Contact drips.
- Click on Analytics.
- Select the Today checkbox and verify the assigned account by account name.
