How to Create a Campaign (Partner)
Description
This article describes partner campaigns. When you add a new partner to Insellerate, they must be associated with a campaign at that time. The campaign you select to associate the new partner with will depend on how you group your partners.
Campaigns for partners can help you group partners for reporting and tracking performance. Some of the examples of ways partners could be grouped into campaigns include:
Partner Campaign: If you want to group your realtors, add them to a single campaign.
Type of Partner: Create partner campaigns into groups by profession such as real estate agents, attorneys, contractors, builders, and others.
Corporate Organization: Group individual partners into their corporate entities. If you were working with real estate agents, you could create campaigns with corporate entity groupings.
How to Create a Partner Campaign
Select Campaign from the inLead dropdown menu.
Click Add when the Campaign List page opens.
The new Campaign page opens. It is comprised of multiple sections:
Basic Information
Distribution
Cost
Inbound Call Routing
Data Upload (available for specific marketing channels only)
In the Basic Information fields, complete the following information.
Marketing Channel: Select the appropriate marketing channel from the dropdown list. This is the marketing channel that the partner originated from. The marketing channel determines how leads are distributed in the system via the campaign as well as if distribution via lead post/campaign data upload is allowed.
Workflow Type: Select Partner as the Workflow Type. Once a campaign is created and saved, the Workflow Type for the campaign cannot be changed.
Name: Enter a campaign name. The maximum character length allowed for the name field is 48. (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 setup for the Applications workflow type.
Email Notifications: This toggle switch decides if New Lead Assigned email notifications should be sent to the assigned agents.
Allow Open Leads toggle: This toggle switch decides if leads belonging to a campaign can go into the Open Leads queue.
Internal Transfer Campaign toggle: This toggle switch marks the campaign as an Internal Transfer Campaign. Leads belonging to this campaign appear under the Internal Transfer Campaign column on the Sales Manager Report.
Notification Sound: This toggle switch enables a chime notification to alert users that a new lead has been assigned to them.
Property Profile Auto Sync toggle: This toggle switch enables mortgage data to be automatically synced from iLeads.com and saved to the application upon creation of the application in the campaign.
SMS Enabled toggle: This toggle switch decides if SMS can be sent/received from leads belonging to this campaign.
SMS Consent Required toggle: This toggle switch decides if SMS consent is required to send SMS to a borrower from a loan officer.
Start Date: This field allows users to set dates that indicate the start of a campaign.
End Date: This field allows users to set dates that indicate the end of a campaign.
Lead Vendor: This is the source of the leads that are posted or uploaded into the campaign.
Import Template: Set to Insellerate.
Description: This can be any description containing characters, numbers, and special characters that can be given to the campaign. The maximum character length for a description is 600.
Inbound Phones: This is the inbound number to which borrowers can call in and be connected to their assigned agent. Up to twenty-four inbound phone numbers can be added per campaign.
Lead Provider Campaign ID: This identifier differentiates between various lead providers for campaigns within an organization.
Branch Association: These permissions control what leads are available for viewing to the agents. For an agent to be able to view a lead within the application, the campaign branch permissions must match the user’s branch permissions.
More Options: These fields open when the More Options fields are opened. They enable the user to add custom data specific to the campaign that can be:
Included in webhooks that can be posted to third-party systems
Included in the inFlow application for agents to view
Included in the Marketing Report
In the Cost fields, complete the following:
Cost Per Lead: This field specifies the cost per lead associated with the campaign.
Leads Purchased: This specifies how many leads are purchased for the campaign.
Total Cost: This is equivalent to Cost per Lead x Leads Purchased.
Note: Some fields may be greyed (disabled) out depending on which marketing channel is selected. The Fields article provides more details about the fields in the Cost section.
In the Distribution fields, complete the following:
Distribution Type: This determines how leads are dispersed to agents in a distribution group.
Distribution Group: These agents are grouped together by defined characteristics who can receive leads via the campaign.
Initial Status: Select the initial status for the newly added partner from the dropdown list. (It will automatically fill in the first item in the dropdown list when Partner is selected in the Workflow Type.)
Initial Activity: Select the initial activity for the newly added partner from the dropdown list.
Default Agent: Leads that do not have eligible or available agents to receive them are sent directly to the Default Agent if one has been assigned. This field is only available for Distribute Agent-Round Robin, Distribute-Ring All, and Distribute Agent-Direct distribution types. If a Default Agent has not been assigned, the leads are sent to Lead Exception.
Information about Distribution Types is found in the Distribution article. Information about Distribution Groups is found in the Distribution Groups article.
In the Data Upload field, upload any CSV file related to the campaign. See the How To: Upload a CSV File to Insellerate article for details.
If the campaign will include inbound call routing:
Toggle the Inbound Call Routing button from Off to On to open the Inbound Call Routing section.
Follow the instructions found in the How It Works: Inbound Call Routing article.
If the org has a phone integration set up with Insellerate where call data is being passed, any inbound call data to a phone number listed here will add a marketing call count to the Sales Manager Report.
Duplicate phone numbers within the same or a different campaign are not allowed. When users try to enter a duplicate inbound number that matches an inbound number of another campaign within the same organization, a popup message is displayed.
Selecting Yes removes the number from the other campaign and adds it to the current campaign.
Selecting No does not allow the user to add the number to the current campaign.
Click Add to complete creating the campaign.
Once a campaign has been created, the Post Url field is automatically added.
