# Campaign step to remind to make real-life phone call

**URL:** <https://forum.mautic.org/t/campaign-step-to-remind-to-make-real-life-phone-call/8745>\
**Category:** General Discussion\
**Created:** [June 15, 2017, 6:15pm UTC](https://forum.mautic.org/t/campaign-step-to-remind-to-make-real-life-phone-call/8745 "2017-06-15T18:15:26Z")\
**Posts on this page:** 4\
**Page:** 1

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**Author:** ![bryan765](https://avatars.discourse-cdn.com/v4/letter/b/f04885/32.png) [@bryan765](https://forum.mautic.org/u/bryan765)\
**Post date:** [June 15, 2017, 6:15pm UTC](https://forum.mautic.org/t/campaign-step-to-remind-to-make-real-life-phone-call/8745/1 "2017-06-15T18:15:26Z")

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We are looking to coordinate our phone-call follow-up to be part of the marketing workflow, hoping to task people via an e-mail Action.  
  
  
  
Is there a way to send an e-mail to a recipient other than the contact themselves? For example: could I add an action in a campaign which sends myself an e-mail to remind me to make a face-to-face call (but does not send an e-mail to the actual Contact)?  
  
  
  
I had considered using an Action to change the tag on the Contact, and then run a report which filters by tag. Not ideal solution though, because this requires looking at the report manually, a report that will be blank regularly, until the “phone call” step is triggered.  
  
  
  
All advice appreciated!

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**Author:** ![bryan765](https://avatars.discourse-cdn.com/v4/letter/b/f04885/32.png) [@bryan765](https://forum.mautic.org/u/bryan765)\
**Post date:** [June 15, 2017, 6:15pm UTC](https://forum.mautic.org/t/campaign-step-to-remind-to-make-real-life-phone-call/8745/2 "2017-06-15T18:15:26Z")

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We are looking to coordinate our phone-call follow-up to be part of the marketing workflow, hoping to task people via an e-mail Action.

Is there a way to send an e-mail to a recipient other than the contact themselves? For example: could I add an action in a campaign which sends myself an e-mail to remind me to make a face-to-face call (but does not send an e-mail to the actual Contact)?

I had considered using an Action to change the tag on the Contact, and then run a report which filters by tag. Not ideal solution though, because this requires looking at the report manually, a report that will be blank regularly, until the “phone call” step is triggered.

All advice appreciated!

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**Author:** ![ninjoan](https://sea2.discourse-cdn.com/flex020/user_avatar/forum.mautic.org/ninjoan/32/1005_2.png) [@ninjoan](https://forum.mautic.org/u/ninjoan)\
**Post date:** [June 15, 2017, 9:48pm UTC](https://forum.mautic.org/t/campaign-step-to-remind-to-make-real-life-phone-call/8745/3 "2017-06-15T21:48:50Z")

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I think that will be part of the Sales Team when the lead is almost ready to commit.  
And your sales team use a CRM right?

In my case i use Mautic + SuiteCRM  
All my marketing effort are in Mautic and when the lead is with a certain amount of Point or fill a particular Form/ Landing page that represent that the lead is ready to commit i push that lead to SuiteCRM and sales team have to do there job.

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**Author:** ![bryan765](https://avatars.discourse-cdn.com/v4/letter/b/f04885/32.png) [@bryan765](https://forum.mautic.org/u/bryan765)\
**Post date:** [June 15, 2017, 10:27pm UTC](https://forum.mautic.org/t/campaign-step-to-remind-to-make-real-life-phone-call/8745/4 "2017-06-15T22:27:04Z")

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You’re right ninjoan this is late in the cycle, and should now get into the CRM. The CRM being used is a Dental patient management system, without native Mautic integration. Although we have a connector in place to push the contact details from this CRM into Mautic, this connector is unfortunately only one-way.

I’m hoping for a way to trigger the actions of real people on our team from within the Campaign, letting them know it is time to progress the sale via phone.
