The main campaign grid contains an overview of all the campaigns in the org organization that share the same branch permissions as the logged-in user. To be able to view the inLead tab and, in turn the Campaign page, distribution and campaign permissions are required (see Permission for more details)
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1. Columns
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. See the Permissions Master Document for details.
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Columns
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Columns
Column Name | Column Filter Type | Description |
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Marketing Channel |
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Multi+search | Marketing channel selected for the campaign on the |
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Campaign Edit page |
Lead Vendor |
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Multi+search | Lead vendor of the leads that belong to the campaign as mentioned on the |
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Campaign Edit page |
Name |
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Multi+search | Name of the campaign as mentioned on the |
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Campaign Edit page |
Description |
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Multi+search | Description of the campaign as mentioned on the |
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Campaign Edit page |
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URL | Multi+search |
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Post URL generated for the campaign as displayed on the |
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Campaign Edit page | |
Start Date | Date |
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Date set for the campaign to start as mentioned on the |
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Campaign Edit page | |
End Date | Date |
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Date set for the campaign to end as mentioned on the |
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Campaign Edit page |
Cost |
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Number | Cost of the lead campaign as mentioned on the |
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1.1 Filter type of each column
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Column Name
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Column Filter Type
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Marketing Channel
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Multi+search
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Lead Vendor
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Multi+search
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Name
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Multi+search
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Description
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Multi+search
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URL
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Multi+search
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Start Date
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Date
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End Date
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Date
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Cost
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Number
2. Functions of the buttons
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Campaign Edit page |
Functions of the Buttons
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Click the Edit button present at the end of any row in the Campaign grid page will take the user to go to the campaign edit page.
Click on ADD the Add button to creat create a new campaign.
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Default
Toggle This toggle switch that displays which campaign in the org organization is the default campaign.
A green toaster will be doisplayed when turn toastr is displayed when the toggle is turned on/off the toggle.
This is required for the Fiserv Search and only up to 1 campaign is allowed to one campaign may be made default for an orgorganization.