To provide a process summary of adding campaigns
Create a separate campaign for each tracking (phone) number for each campaign type and each drop for that campaign type. For Example: If you have a Probate campaign with 4 scheduled drops create 4 separate campaigns with 4 unique tracking numbers in the Campaigns app, for example Probate 1, Probate 2 etc.
- Go to Campaigns app in the main workspace
- Click Green ‘Add Campaign’ button
Complete the campaign name and tracking number fields for the campaign.
Click the Green ‘Save Campaign’ button in the lower right corner.
Next go to the Campaign Stats app and add number of pieces mailed and cost of campaign. It will automatically be loaded into the Campaigns app for tracking.
Once the info is saved any lead that calls into the tracking number is captured in the seller leads app and the campaign metrics are updated.
See ‘Campaign’ field in the seller leads app