What are Channel Types?
Channel Types refer to the different avenues to connect with your target audience. These channels can include things like email newsletters, marketing emails, and even text messages.
For example, your account is pre-configured with the following channel types:
Annual Review Email
Email
Text
Adding Channel Types
From the left-side main menu, click the Settings tab > Advanced Setup
Go to Marketing & Sales section > click Channel Types
From the Channel Types page > click New button
Complete the New Channel Type form
Name
Description optional
Delivery Style
Email
Direct Mail*
Text Message
Click Save
Note: Direct Mail does not initiate a direct mail mailing. This is a way of importing in direct mail contacts received from outside source.
Editing Existing Channel Types
Select the Chanel Types section
Go the Action Menu
> select Edit for the chanel type you wish to edit.Complete the Edit Channel Type form
Name
Description Optional
Delivery Style
Email
Direct Mail*
Text Message
Click Save
🔍 Tip: Campaign Types can also have configured workflows to each Campaign Type. To configure a workflow, simply click into the respective appointment type and click +Add in the workflow template window. Learn more at Workflows.
Merge Channel Types
From the left-side main menu, click the Settings tab > Advanced Setup
Select the Marketing & Sales section > click Channel Types
From the Channel Types page > click
Complete the Merge Lead Sources form
Merge From
Merge To
Remove original Channel Type after merge recommended
Click Merge.
🛑 IMPORTANT! Please use the Merge feature with extreme caution. Objects merged cannot be un-merged.