Please help me understand the usage of the various template types (generic, module-wise, print format, WhatsApp quick replies, campaign) and the various campaign type (generic, leads, users, company, contacts, tickets)
Hello Sir,
You can find a brief explanation of the template type and campaign type in the video attached below.
Thanks. Could not find campaign type explanation in this video
Hello Sir,
Please find the brief for the campaign type:
If you select the “Generic” option, the campaign will consider specific modules, such as Contact, Lead, Account, and Event Member. It will search for records with the selected tags across these modules. Additionally, in the generic case, only those templates will be displayed where the “Campaign” has been configured with module-wise selection.
On the other hand, if you select a specific module—for example, the “Lead” module—the campaign will target only those lead records where the selected tag has been applied.