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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Marketing Channel
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Columns
Columns allow campaign-level details to be selected by users. These details enable users to quickly filter and identify campaigns by different criteria. Administrators can easily see how campaigns are set up from the Campaign Summary page.
Columns
Column Name | Column Filter Type | Description |
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Marketing Channel | 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 |
Internal 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
Cost | Number | Cost of the lead campaign as mentioned on the |
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2. Functions of the buttons
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Campaign Edit page |
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End Date
A date set for the campaign to end as mentioned on the campaign edit page
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Cost
The cost of the lead campaign as mentioned on the campaign edit page
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
Default | This toggle switch displays which campaign in the organization is the default campaign. A green popup notification is displayed when the toggle is turned On/Off. Required for the Fiserv Search and only one campaign may be made default for an organization. | |
Loan Program | Text | This can be added to the application and users will be able to read what is entered. Can be used to help users understand specifics about a campaign and how to “sell” the lead. |
SMS Requires Consent? | Toggle | This controls if SMS can be sent to a lead or if consent is first provided. If turned Off, no consent for any application in that campaign will require SMS Consent. The default is Yes. |
DataIE AutoSync On? | Toggle | Feature/service clients can sign up for. If turned On, all new leads automatically retrieve public record data on the lead based on the address. Contact Support to get more information on this service. |
Lead: Distribution Group | ||
Lead: Distribution Type | ||
ICR: Distribution Group | ||
ICR: Distribution Type | ||
ICR: Call Routing Flow | ||
ICR: Phone Number | ||
ICR: Call Forwarding Number |
Functions of the Buttons
Click the Edit button present at the start 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 popup notification 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.