Partner Campaign Overview
Before adding a Partner partner in Insellerate, users need the campaign to associate the Partners partners in Insellerate. All Partners partners must be associated with a campaign to add them to Insellerate.
...
.
...
Considerations for Creating Partner Campaigns
Campaigns for Partners partners can help you group Partners together partners for reporting and tracking performance. Here are some Some of the examples of ways Partners partners could be grouped into campaigns include:
Partner Campaign: If you want to group your realtors, add them all to a single campaign.
Type of Partner: You could create Partner Create partner campaigns into groups by profession such as Real Estate Agents, Attorneys, Contractors, Buildersreal estate agents, attorneys, contractors, builders, and others.
Corporate Organization: You could group Group individual Partners partners into their corporate entities. If you were working with real estate agents, you could create campaigns with corporate entity groupings.
| Expand | ||
|---|---|---|
| ||
|
...
.
...
API
...
...
How to Create a Partner Campaign
...
Select Campaign to open the Campaign List screen from the inLead dropdown menu.
Click Add when the Campaign List page opens.
The New Campaign screen opens.
Complete the New Campaign fields using the following guidance.
Note:Fields not included below are optional for Partner Campaignspartner campaigns.
Marketing Channel: Select the appropriate marketing channel from the drop-down dropdown list. This is the marketing channel that the Partner partner originated from.
Customer Workflow Type: Select Partners Partner.
Name: Enter a Name.
Note: campaign name. (Use campaign names that make it easy for loan officers to associate partners with them.)Available on inFlow: Set to No. This option applies to the Campaign campaign setup for the Customer Type Borrower customer type.
Email Notifications: These are optional but typically set to Off since users will be entering their Partnerspartners.
Allow Open Leads toggle: Set to Off.
Internal Transfer Campaign toggle: Set to Off.
Property Profile Auto Sync toggle: Set to Off.
SMS Enabled toggle: This is optional but is typically set to On if you want loan officers to be able to text Partners.
SMS Consent Required toggle: This is optional but is typically set to On and requires a Partner partner to provide initial consent for texts.
Lead Vendor: Select the marketing source for the partner relationship. (Click the + icon to add a new lead vendor source if necessary.)
Import Template: Set to Insellerate.
Initial Status: Select the initial status for the newly added Partner partner from the drop-down dropdown list.
Initial Activity: Select the initial activity for the newly added Partner partner from the drop-down dropdown list.
Click Add.