Suggest specific audiences to your Sales Associates for their in-store campaigns

From June 12th, 2019, a new Plan version is available.
The release is planned between 2.15 pm and 2.45 pm CEST.
This release adds new features that enhance the module, and also includes some minor bug fixes.


What does this release enable you to do?

PianificazioneMake segments created in Plan available in One.

Once a segment has been created, simply create a plan that uses it, then select Send Contacts to a To-do List in One as the Consumer.
Click Create/Edit to display the Create To-do List in One window.

Enter the following information, which the Sales Associate can see in One:

Pla: to do list

  • The list Title.
  • A Short description of the list.
  • The appropriate Action.
    Choose from all the communication channels available in One for the active workspace (Send email, Send Instant Messaging, Phone Call, Other).
  • The Recommended date for the action.
  • The Expiry date.



Your Sales Associates can easily see the audiences that you have identified for them. By checking their To-do List, they will have a directly accessible list of contacts, together with the suggested action, ready for immediate use in their in-store communication activities.