Skip to end of banner
Go to start of banner

Campaign

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 22 Next »

The main campaign grid contains an overview of all the campaigns in the organization that share the same branch permissions as the logged-in user. To view the inLead tab and, in turn the Campaign page, distribution and campaign permissions are required.

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 Summary page.

Columns

Column Name

Column Filter Type

Description

Marketing Channel

Multi+search

Marketing channel selected for the campaign on the Campaign Edit page

Lead Vendor

Multi+search

Lead vendor of the leads that belong to the campaign as mentioned on the Campaign Edit page

Name

Multi+search

Name of the campaign as mentioned on the Campaign Edit page

Internal Description

Multi+search

Description of the campaign as mentioned on the Campaign Edit page

URL

Multi+search

Post URL generated for the campaign as displayed on the Campaign Edit page

Cost

Number

Cost of the lead campaign as mentioned on the Campaign Edit page

Default

Loan Program
Description - External

SMS Requires Consent?

DataIE AutoSync On?

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 end of any row in the Campaign grid page to go to the campaign edit page.

  • Click the Add button to create a new campaign.

  • 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.

    • This is required for the Fiserv Search and only one campaign may be made default for an organization.

  • No labels