To distribute through a campaign, use the New Distribution button located at the top of the campaign form.

Campaign distribution proceeds in three steps:

Step 1 – Target Audience Selection

• The concept to process is determined (Company, Contact, Lead, etc.).
• In the selected concept, which records to process is determined through the list.

Step 2 – Channel Selection

Select through which channel the campaign distribution will be made. Supported channels:

• Email
• Meeting
• Phone Call
• Task
• Message

Depending on the selected channel, information such as direction, sender, recipient, online/offline status, time, and duration is kept under the activity record.

Step 3 – Checks and Launch

In this step, necessary checks are performed before launching the campaign and cost information is arranged.

Channel-based checks:

Email

• Email format validation
• Email permission check

Meeting

• Email format validation

Phone Call

• Phone format validation
• Call permission check

Message

• Phone format validation
• SMS permission check

Task

• No checks are performed for tasks.

Google or Exchange synchronization:

• If email sending settings are defined in the mailbox, email delivery is performed.
• If calendar settings are enabled in the mailbox, Google or Exchange synchronization is provided.
• If task settings are enabled in the mailbox, Google or Exchange synchronization is provided.