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Campaign

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The main campaign grid contains an overview of all the campaigns in the org that share the same branch permissions as the logged in user. To be able to view the inLead tab and in turn Campaign page, distribution and campaign permissions are required (see Permission for more details)

1. Columns

  • Marketing Channel

    • The Marketing channel selected for the campaign on the campaign edit page

  • Lead Vendor

    • The Lead vendor of the leads that belong to the campaign as mentioned on the campaign edit page

  • Name

    • The name of the campaign as mentioned on the campaign edit page

  • Description

    • The description of the campaign as mentioned on the campaign edit page

  • Url

    • The Post URL generated for the campaign as displayed on the campaign edit page

  • Start Date

    • A date set for the campaign to start as mentioned on the campaign edit page

  • End Date

    • A date set for the campaign to end as mentioned on the campaign edit page

  • Cost

    • The cost of the lead campaign as mentioned on the campaign edit page

1.1 Filter type of each column

Column Name

Column Filter Type

Marketing Channel

Multi+search

Lead Vendor

Multi+search

Name

Multi+search

Description

Multi+search

URL

Multi+search

Start Date

Date

End Date

Date

Cost

Number

2. Functions of the buttons

  • Click on the Edit button present at the end of any row in the Campaign grid page will take the user to the campaign edit page

  • Click on ADD button to creat a new campaign

  • Default

    • Toggle switch that displays which campaign in the org is the default campaign

    • A green toaster will be doisplayed when turn on / off the toggle

    • This is required for Fiserv Search and only up to 1 campaign is allowed to be made default for an org

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