SmartPaths are most commonly used to create sequences and conditional responses, but they can also be used to simply generate tasks quickly. For example, let's say you are planning to call everyone in a group. You can go one by one and make individual calls, or you can make a one step SmartPath to generate a call task for everyone in the group.
First, navigate to SmartPaths under Sales Campaigns in the sidebar.
To make a SmartPath, click the New SmartPath button.
The SmartPath Editor will open. To save the SmartPath to a folder, choose an existing folder from the Folder drop-down menu. If you leave the Folder drop-down at Top Level Folder, then the SmartPath will be loose in the SmartPath list. Note: in the upper right corner you have the option of making a SmartPath a Favorite in order to see it in the topmost Favorites folder.
Next, you must give your SmartPath a title and description.
After entering a title and description for your SmartPath, you can now drag and drop one of three tasks from the right side: Email Task, Phone Task, or Reminder Task.
For this example, click and drag a Phone Task from the Tasks area, and drop it on top of the Task 1 box labeled “Drag A Task Icon Here”.
When you let go, the Select or Create Call Script window will appear. From the Folder drop-down menu, choose the Call Script folder where the script you want is located. Next, select the particular call script from the Select drop-down menu. Click the Select Call Script button when you’re done. You can also create a brand new call script by clicking on the Create New Call Script button.
Now you have a single step Phone Task SmartPath. Click the Save SmartPath button.
Now you can launch the SmartPath for a group, or select contacts to assign to the SmartPath. Once launched, call tasks will be generated for all of the selected contacts in a matter of minutes!
Learn more about call tasks.