After you add an Entry Point element to your flow diagram,
you can edit its attributes to define its name and shortcut.
The shortcut can be passed as a parameter to send contacts
through the campaign, beginning at the entry point. The entry point
can also be used when contacts are uploaded using the Data Import
Wizard. See Import Data.
- Double-click the Entry Point element
to open the Entry Point window.
- Enter the name of the entry point in the Label field.
- Enter the shortcut ID of the entry point in the Shortcut ID field.
This value is used to identify the entry point and must be unique
for each campaign.
- Enter the name of the entry point in the Friendly
Name field.
- Select Create Outreach Activity Record to record a transaction when a contact enters the flow diagram at
an entry point.
This can be used to report on the entry point in outreach activity
reports, including on the Outreach Activity tab when editing a contact
record.
- To add any notes associated with the entry point, click
the Notes tab and enter the notes.
- Click OK.