Creating In-Process CRM Campaigns

This tutorial walks you through how to create In-Process CRM campaigns in Surefire. In-Process campaigns trigger events go out based on loan thresholds. All of these loan thresholds are updated using the Surefire pipeline view.

  • Before watching this tutorial, please see the tutorials on creating custom loan statuses and creating your loan process.
  • In this tutorial, the terms loan status, threshold, and milestone are all interchangeable and refer to the same thing.
  • In a campaign, and event or correspondence refers to any email, card, letter, etc that is scheduled as part of said campaign.
  • If you are unfamiliar with how creating a campaign works, please see this tutorial on creating basic campaigns.