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Using SmartScripts with Campaigns

A SmartScript is a script that the salesperson or call center agent uses to interact with the customer. It can be associated with any campaign.

If a SmartScript is associated with a business component and is run for a campaign, then that business component's name must be the same as the value in the Enable Follow-up Actions field for the campaign. For example, if the Enable Follow-up Actions field is set to Create Responses, then the script's business component must be Response. If the Enable Follow-up Actions field is set to Create Opportunities, then the script's business component must be Opportunity.

A script based on the Opportunity business component can be run only when the value in Enable Follow-up Actions is either Create Opportunities or All. A script based on the Response business component can be run only when the value in Enable Follow-up Actions is either Create Responses or All.

To set up a SmartScript

1. Navigate to the Campaign Management screen.
2. Select a campaign.
3. In the SmartScript field, click the select button.

   The Smart Scripts dialog box appears.

4. Select the script from the list of available scripts, and click Add.

   NOTE:  To add the remaining scripts used in this campaign, repeat Step 3 and Step 4.

5. In the SmartScript dialog box, select the check box of the primary script, and click OK.