Campaign Routing

Functional Summary
For many reasons firms have ocassion to define a target set of contacts, (employees, vendors, potential customers, etc.) and then perform a task for each. The task could be evaluating their web site, performing an annual employee review, or insuring that default physical and email addresses exist. Waypoint allows you to define reusable "Promotions" for which you can define initial filter criteria that will define the target set of contacts. You can also define up to six possible outcomes that could occur as a result of performing the task. With each outcome you can elect to have the database updated in several ways typical of contact management activities: revise the next contact date, add a note, indicate that the task is or isn't yet complete for this contact, etc.

Management can launch a "Campaign" by invoking all the saved settings of a promotion and possibly adjusting the target audience. Employees can then be instructed to work the campaign. They do so by clicking a button on the main menu. A task briefing is displayed if one exists and then the contact screen is presented for the first contact. A script can also open if one exists. A timer has begun. The employee can navigate all the data for that contact as appropriate. When the contact screen is closed, an outcome screen opens allowing the user to select any outcome by clicking a radio button. All of the preconfigured outcome data edits are then displayed which can be revised if needed for this contact. The user then either selects "Next" or "Done." A contact task is logged and the user is presented with the next target contact if requested.

This is a very efficient methodology for many routine office tasks.

Case Studies
Here at Fast Answers we select to review the web sites, for example, of all scanner manufacturers to see if there are new products and other announcements. One after another we are served up their contact screen making it only two clicks to get to their web site address. With another click inside Waypoint their home web page opens and our user is quickly to the task.

Advanced Functionalities
We've added a number of more subtle system behaviors that save time and make the lives of users easier.

* Evaluate employee productivity for tasks like marketing research, customer surveys and inviting prospects to an open house.
* Track time on task for each contact processed for later employee evaluation and/or customer profitability analysis.
* Easily plan and host an event, tracking all invitees, and also track who showed up.
* Get your employees quickly to task by automatically providing them with briefings.
* Increase customer service by automatically providing your staff with specific scripts.