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Using "otherwise" to bypass a campaign stage

Question: Is there a way to skip a campaign stage "on the fly"?

SAM will process all of the stages in a campaign if conditions are met. It will stop processing if the conditions are not met. If you want to skip a stage you either do it manually or you create intelligence in the campaign to handle it automatically.

The Manual method: You look up the contacts in Act! and change the campaign stage to whatever stage comes after the stage you want to skip.

Using Otherwise to automatically skip a stage: You program the campaign to evaluate a contact field in Act! to determine what to do next then you create a second transition line with the precondition "otherwise" which connects the same starting stage to whatever the next stage is that will allow SAM to continue through the campaign.

Patricia Egen Consulting, LLC

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