4
4 (2 ratings)

Visits campaigns for Creatio

Planning of visits for selected customers and its fulfillment
Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product description
    Product description

    The "Visits campaigns for Creatio" add-on helps users easily to create visits to selected accounts dedicated to regular or special events and track campaign implementation and effectiveness.

    Use cases:

    You can automatically create a pull of visits for each representative, setup specific visit checklist for each campaign and analyze the efficiency of the outdoor activities.

    Key features:

    • automatic creation of visits for selected accounts;
    • periodical check of new accounts in the specified folder and creation of visits for newly added accounts;
    • setup of specific visit checklists for each campaign;
    • filling in visit checklist directly on the meeting using mobile application;
    • track of planned and completed visits.

    Notes

    Visits are created on the current date and time. Visits reschedule should be performed by responsible managers themselves.

    Support conditions

    This free add-on was developed on the Creatio platform by citizen developers, as part of the "Dev Labs" community project. If you have questions or encounter any issues while using the add-on, please create a post on the Creatio Community, where citizen developers and other community members will be able to help you.

    Price
    Free
    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.12.2 and up
    Platform
    .Net Framework
    Guides and manuals
    1. Add section to the workplace. Go to "System desigher" > "Workplace setup", select your workplace. Go to "Workplace setup" tab, add "Visits campaigns" section using "+" near the "Section" detail.
    2. Exit and login to Creatio again. To work with section you need have access to the workplace that contains this section.
    3. Create campaign. Go to "Visits campaigns" section, select "New". Enter "Name", select the account folder and setup timeline period for visits. Go to "Visit checklist" tab to fill in checklist and save changes. Change visit campaign stage to "Active" stage to automatically create activities for each account in folder. 
    4. Schedule new visits. Notify responsible managers to plan new visits in accordance with their timetable and priorities.

     

    Leave your feedback about the solution to its developer and Marketplace team