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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