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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.

If the value in the Enable Follow-up Actions field is All, then the SmartScript set as the primary script for the campaign is invoked. You can set the value of the Enable Follow-up Actions field by navigating to the Campaigns screen, Design, and then the Execution Options-Advanced view.

This task is a step in Roadmap for Setting Up Campaigns.

The following procedure shows how to set up a SmartScript.

To set up a SmartScript

1. Navigate to the Campaigns screen.
2. Select a campaign.
3. In the Campaign Details form, click the select button in the SmartScript field.

   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.