There are three different ways of processing your results:
- Ad hoc, (one off) – you might use this the first time you send a campaign, manually triggered
- Realtime – Process an action instantaneously and automatically into Altru or BBCRM, useful for new subscribers, unsubscribes etc.
- Scheduled – For actions you want to take regularly on a specific day or at intervals
Add a New Process
From the homepage click on the plus symbol in the bottom right hand corner and select ‘Campaign Management’
![](https://www.zeidman.info/wp-content/uploads/2020/07/Screenshot-2020-07-22-at-11.20.11.png)
Then select ‘New’ or ‘Copy From’ to duplicate an existing process for editing
![](https://www.zeidman.info/wp-content/uploads/2019/04/image-1.png)
Follow instructions for the appropriate process below:
Edit an Existing Process
- From the homepage click on the plus symbol in the bottom right hand corner (as above) and select ‘Edit’
- Click on the drop-down menu and select the process you wish to change.
- Click ‘OK’ and make any changes you require.
- Click ‘Done’ on the final tab to save your changes. Please note: if this is an ad hoc process clicking ‘done’ will also run the process.
You can see any existing templates and their status by going to the ‘Settings‘ area.