{"id":1711,"date":"2024-01-11T09:20:19","date_gmt":"2024-01-11T09:20:19","guid":{"rendered":"https:\/\/reachowl.com\/blog\/?p=1711"},"modified":"2025-02-21T20:16:26","modified_gmt":"2025-02-21T20:16:26","slug":"how-to-move-stage-cards-from-crm-in-reachowl","status":"publish","type":"post","link":"https:\/\/reachowl.com\/blog\/how-to-move-stage-cards-from-crm-in-reachowl\/","title":{"rendered":"How To Move Stage Cards From CRM in ReachOwl"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1711\" class=\"elementor elementor-1711\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-15ea8865 e-flex e-con-boxed e-con e-parent\" data-id=\"15ea8865\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5743843f elementor-widget elementor-widget-text-editor\" data-id=\"5743843f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Efficient customer relationship management (CRM) is the essential of successful outreach campaigns.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">In this tutorial, we&#8217;ll guide how you can seamlessly move stage cards within ReachOwl&#8217;s CRM, optimizing your workflow for better engagement and organization.<\/span><\/p><p><b>Step 1: Campaign Creation<\/b><\/p><p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-8572 size-large\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/02\/Screenshot-455-1024x496.png\" alt=\"\" width=\"1024\" height=\"496\" \/><\/p><p><img decoding=\"async\" class=\"alignnone wp-image-8573 size-large\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/02\/Screenshot-456-1024x493.png\" alt=\"\" width=\"1024\" height=\"493\" \/><\/p><p><span style=\"font-weight: 400;\">Create a new campaign and choose &#8220;Facebook Group Members.&#8221; This sets the foundation for your CRM workflow.<\/span><\/p><p><b>Step 2: Target Your Facebook Group<\/b><\/p><p><img decoding=\"async\" class=\"alignnone wp-image-8574 size-large\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/02\/Screenshot-457-1024x496.png\" alt=\"\" width=\"1024\" height=\"496\" \/><\/p><p><span style=\"font-weight: 400;\">Select the Facebook group. This ensures that your CRM is placed with your specific audience.<\/span><\/p><p><b>Step 3: Choose Campaign Type<\/b><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-8575 size-large\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/02\/Screenshot-458-1024x497.png\" alt=\"\" width=\"1024\" height=\"497\" \/><\/p><p><span style=\"font-weight: 400;\">Choose the &#8220;Message Sequence&#8221; option to connect your outreach strategy with CRM features.<\/span><\/p><p><b>Step 4: Name the Campaign<\/b><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-8577 size-large\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/02\/Screenshot-461-1024x519.png\" alt=\"\" width=\"1024\" height=\"519\" \/><\/p><p><span style=\"font-weight: 400;\">Name your campaign, for example, &#8220;Stage Card Campaign,&#8221; and fill in the necessary details.\u00a0<\/span><\/p><p><b>Step 5: Set Up CRM Automation Events<\/b><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-8578 size-large\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/02\/Screenshot-459-1024x576.png\" alt=\"\" width=\"1024\" height=\"576\" \/><\/p><p><span style=\"font-weight: 400;\">Scroll down to the Advanced CRM Automation section to create the events.<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-8579 size-large\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/02\/Screenshot-460-1024x487.png\" alt=\"\" width=\"1024\" height=\"487\" \/><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Define Contact Scanned and Added. Set the stage for a contact when they&#8217;re scanned and added to the campaign.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add to Stage 1. Automatically move the contact to the &#8220;Newly Added&#8221; stage.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Contact Has Sent a Message. Add the event when a contact sends a message.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add to Stage 1. Automatically move the contact to the &#8220;Follow Up Stage\u201d<\/span><\/li><\/ul><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-8580 size-large\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/02\/Screenshot-462-1024x507.png\" alt=\"\" width=\"1024\" height=\"507\" \/><\/p><p><span style=\"font-weight: 400;\">Click &#8220;Next&#8221; to proceed with the campaign setup.<\/span><\/p><p><b>Step 6: Organize Stages in CRM<\/b><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-8581 size-large\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/02\/Screenshot-463-1024x492.png\" alt=\"\" width=\"1024\" height=\"492\" \/><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-8582 size-large\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/02\/Screenshot-464-1024x490.png\" alt=\"\" width=\"1024\" height=\"490\" \/><\/p><p><span style=\"font-weight: 400;\">Go to the CRM section of your campaign. Scroll down to find the stages. Hold the stages and rearrange them according to your workflow. This makes sure that the order of stages matches your engagement strategy.<\/span><\/p><h3><b>Conclusion<\/b><\/h3><p><span style=\"font-weight: 400;\">Previously, we mentioned that for profiles that are inside the stage, we can also move those profiles according to our workflow. So now we can move cars and profiles both according to our workflow.<\/span><\/p><p><span style=\"font-weight: 400;\">Managing your customer relationships efficiently is essential for a successful outreach campaign. By using CRM automation in ReachOwl and organizing stages strategically, you can make your workflow simple. This blog helps you learn how to move stage cards exactly, improving your CRM for better engagement and meaningful connections. Increase your outreach efforts by overcoming CRM in ReachOwl.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Efficient customer relationship management (CRM) is the essential of successful outreach campaigns.\u00a0 In this tutorial, we&#8217;ll guide how you can seamlessly move stage cards within ReachOwl&#8217;s CRM, optimizing your workflow for better engagement and organization. Step 1: Campaign Creation Create a new campaign and choose &#8220;Facebook Group Members.&#8221; This sets the foundation for your CRM [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":7739,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[9],"tags":[7,6,11],"class_list":["post-1711","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tutorials","tag-automation-tool","tag-outreach","tag-tutorials"],"acf":[],"rttpg_featured_image_url":{"full":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2024\/01\/ReachOwl-helpdoc-Tutorial-Banner-20.png",2240,1260,false],"landscape":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2024\/01\/ReachOwl-helpdoc-Tutorial-Banner-20.png",2240,1260,false],"portraits":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2024\/01\/ReachOwl-helpdoc-Tutorial-Banner-20.png",2240,1260,false],"thumbnail":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2024\/01\/ReachOwl-helpdoc-Tutorial-Banner-20-150x150.png",150,150,true],"medium":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2024\/01\/ReachOwl-helpdoc-Tutorial-Banner-20-300x169.png",300,169,true],"large":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2024\/01\/ReachOwl-helpdoc-Tutorial-Banner-20-1024x576.png",1024,576,true],"1536x1536":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2024\/01\/ReachOwl-helpdoc-Tutorial-Banner-20-1536x864.png",1536,864,true],"2048x2048":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2024\/01\/ReachOwl-helpdoc-Tutorial-Banner-20-2048x1152.png",2048,1152,true]},"rttpg_author":{"display_name":"usamanoman","author_link":"https:\/\/reachowl.com\/blog\/author\/usamanoman\/"},"rttpg_comment":14,"rttpg_category":"<a href=\"https:\/\/reachowl.com\/blog\/category\/tutorials\/\" rel=\"category tag\">Tutorials<\/a>","rttpg_excerpt":"Efficient customer relationship management (CRM) is the essential of successful outreach campaigns.\u00a0 In this tutorial, we&#8217;ll guide how you can seamlessly move stage cards within ReachOwl&#8217;s CRM, optimizing your workflow for better engagement and organization. Step 1: Campaign Creation Create a new campaign and choose &#8220;Facebook Group Members.&#8221; This sets the foundation for your CRM&hellip;","_links":{"self":[{"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/posts\/1711","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/comments?post=1711"}],"version-history":[{"count":5,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/posts\/1711\/revisions"}],"predecessor-version":[{"id":8585,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/posts\/1711\/revisions\/8585"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/media\/7739"}],"wp:attachment":[{"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/media?parent=1711"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/categories?post=1711"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/tags?post=1711"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}