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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

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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  • Image Added
  • 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.