Create a campaign(email, task, or call steps) for another user | Voters

Create a campaign(email, task, or call steps) for another user

under review

Daniel Ahmadizadeh

Ability to create a campaign and assign them to other users without having them to log in and duplicate the campaign on their end.

September 16, 2019

Bruno Monteiro

Hello, everyone.
We added the ability for admins to create campaigns on behalf of other members. In order to do that, you need to: 
1 - Be an admin
2 - Click on "+ Create Campaign"
3 - Select the user under "Campaign Sender"
4 - Click save
Enjoy.

Michael Riley

marked this post as

under review

Hey everyone! We're looking at what it would take to build this out. Can you reply with how this would be useful for you for your use-case?

Ian Abrahamsen

Michael Riley: We have a marketing manager who could create the templates/campaigns and then assigned them to the sales team to send out. Would be a huge feature for us.

Brent Sarcone

This feature really should be available for the use case where sales ops would like to control the templates and frequency of sequencing. Having to train each rep on how to duplicate, unlink templates, etc is really unnecessary. The time spent by reps in the tool should be value add. I would prefer 'admin' users could setup the campaigns for the reps at our company.