How to Add a New Marketing Campaign

Created by Cyndi DeBolt, Modified on Tue, Jul 15 at 12:21 PM by Corey Nolan

How to Add a New Marketing Campaign  

 

The following steps will show you how to add a new Marketing Campaign. 


1. Go to Marketing > Select Campaigns > Click the Green + icon

    • Create a Name (required) 
    • Enter Code Pattern (if applicable)
    • Choose an Affiliate from the drop-down (required) 
    • Choose a Type from the drop-down 
    • Set Fixed Markup Adjustment (if applicable) 
    • Set Cost Per Target (optional) 
    • Leave check box for "Active" selected
    • Click the check box "Viewable for New Leads; this will allow users to select this Campaign when adding a new Lead. 
    • Select a Lead Source from the drop down (required) 
    • Add New Leads to Queue (if applicable) 
    • Set Response Code Prefix (if applicable) 
    • Set External ID (if applicable) 
    • Click the Save icon on the top left of the page 

    ** Note: Campaigns can be automatically created upon import by adding a Campaign name to the import         file 


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