Being able to split up a Campaign Activity in the CRM is useful, particularly for businesses who may want to evenly divide calling workload for telemarketing or telesales teams. It's also useful to use if you want to send out an e-shot to a small percentage of target contacts, rather than all at once, as you can control the send dates by splitting the Campaign Activity up into multiple ones.
Step 1: Create Campaign Activity & Add Targets
Firstly, you'll need to create the Campaign Activity and add the people you'd like to invite. For more information on how to add Contacts and create Campaigns, take a look at the following articles:
Step 2: Split Campaign Activity
To split your Campaign Activity, simply click on the further options (three dots) in the top right-hand corner, and select 'Split Activity' from the drop-down.
Step 3: Choose Splitting Preference
First, choose which record type you'd like to split by; either Contact or Company. You can then choose split the Campaign Activity by a set number of new Campaign Activities, or by a set number of Contacts per new Campaign Activity.
Once you've chosen the way in which you're splitting the Campaign Activity, select 'Split'.
In the example below, we've chosen to split the Campaign Activity by Company for a telemarketing exercise for two telemarketers ('Number of Activities' = 2). To avoid both telemarketers getting different people from the same Company on their lists, this 'Split by Company' option is ideal.
The Campaign Activity will then be split into the specified number of Campaign Activities or Contacts per Activity, and will appear underneath the overall Campaign - simply navigate back to the Campaign level above and find a Campaign Activity with the words 'Split List' in the name. Please note: the original Campaign Activity will still exist, so you can review the original list of target Contacts if required.
