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To mark follow-ups as Complete, users place a check mark in the Complete/Incomplete box.
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See the Follow Ups article in the Help Center for more information.
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If a client opens an email, that data is captured and is available for use with My Pipeline fieldsin inFlow. You can use this field in both inTouch and Custom Filters. Adding this field as an additional option will allow you to target clients who regularly open emails. Email open dates can impact your domain reputation. Using this data point to target clients can help protect your domain reputation. See Email Report in the Help Center for more information.
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inTouch: Custom Filters added to filter set-up
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Select Custom Filters in the Filter Setup.
Select the Custom Filter you created to apply it to this task.
If you update the custom filter, it will auto-update the inTouch task logic. You can apply the custom filter to one or more tasks and campaigns.
For example, if you have a setup of campaigns to exclude from inTouch tasks, you can keep one list as a custom filter and update this as needed. It will then apply to all inTouch tasks where the custom filter is used.
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