Campaigns for Partner Association

Partner Campaign Overview

Before adding a partner in Insellerate, users need the campaign to associate the partners in Insellerate. All partners must be associated with a campaign to add them to Insellerate.

Considerations for Creating Partner Campaigns

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

1. Select Campaign from the inLead dropdown menu.
   

   

2. Click Add when the Campaign List page opens.
   

   

3. The New Campaign screen opens.
   

   

4. Complete the New Campaign fields using the following guidance.
   Note: Fields not included below are optional for partner campaigns.
   

   

   1. Marketing Channel: Select the appropriate marketing channel from the dropdown list. This is the marketing channel that the partner originated from.

   2. Workflow Type: Select Partner.

   3. Name: Enter a campaign name. (Use campaign names that make it easy for loan officers to associate partners with them.)

   4. Available on inFlow: Set to No. This option applies to the campaign setup for the Borrower customer type.

   5. Email Notifications: These are optional but typically set to Off since users will be entering their partners.

   6. Allow Open Leads toggle: Set to Off.

   7. Internal Transfer Campaign toggle: Set to Off.

   8. Property Profile Auto Sync toggle: Set to Off.

   9. SMS Enabled toggle: This is optional but is typically set to On if you want loan officers to be able to text Partners.

   10. SMS Consent Required toggle: This is optional but is typically set to On and requires a partner to provide initial consent for texts.

   11. Lead Vendor: Select the marketing source for the partner relationship. (Click the + icon to add a new lead vendor source if necessary.)

   12. Import Template: Set to Insellerate.
       

       

   13. Initial Status: Select the initial status for the newly added partner from the dropdown list.

   14. Initial Activity: Select the initial activity for the newly added partner from the dropdown list.
       

5. Click Add.