Campaigns

Article Overview

This article provides an overview of the Campaign feature in SalesRabbit, including its purpose and how to set it up.

What are Campaigns? The campaign feature allows for leads to be assigned to a designated "Campaign". This allows SalesRabbit administrators to efficiently monitor and track lead incentives and performance as well as the impact a Campaign has on the lead conversion and sales process.

With Campaigns, you can:

• Create, edit, and manage campaigns through our campaign detail page.
• Effortlessly assign campaigns using the new import tool, enabling quick bulk assignments within the SalesRabbit system, saving valuable time and effort. Additionally, manual assignment is also available for added flexibility.
• Explore a campaign name and view a comprehensive list of associated leads attached to the campaign for greater visibility and insight.
• View and reassign the associated campaign on your lead from the lead list, allowing you to have better visibility and control on the lead.

Note: If you would like this feature enabled on your SalesRabbit account, please reach out your CSM or the SalesRabbit Support team.

Part 1: Campaign Role Permission

This part will cover how to edit the Campaign permission for a given role.

• From the SalesRabbit Web App, navigate to "Settings" -> "Roles & Permissions".

• Select the "Role" you'd like to edit the permission for.
• Toggle the "Campaigns" permission on or off for the desired role.
  • The campaign permission allows users to create, edit, and delete campaigns.

• User's whose role have this permission enabled will be able to manage your account's campaigns.

Part 2: Create a Campaign

This part will demonstrate how to create a new campaign that you can later assign leads to.

Note: users will need the "Manage Campaigns" permission enabled for their user's role.

• From the SalesRabbit Web App, select "SalesHub" -> "Campaigns".

• To create a new Campaign, click "New Campaign" -> Name your new campaign and provide a description (optional) -> click "Save".

• After creating a new campaign, it will be added to your list of campaigns.
• Each campaign will have the following columns available:
  • Campaign Name: the name of the campaign.
  • Campaign ID: the ID of the campaign.
  • Description: description of the campaign.
  • Lead Count: number of leads assigned to the campaign.
  • Creation Date: date the campaign was created.
• Edits to the campaign name/description can be made by selecting the three dots on the right.

• Selecting on an existing campaign will display how many leads are assigned to each status.

Part 3: Assign Leads to a Campaign in Bulk via Import

This part walk through how to import a ".csv" file of leads and how to assign them to a created campaign.

• Before importing, you'll need to prepare your file by creating a "Campaign Name" column that lists the "Campaign Name" of the campaign you'd like each lead to be assigned to.
• Here is an example of what a prepared ".csv" file looks like with a column for campaigns assuming we're assigning leads to our "Fiber Ready" campaign:

• To import your file, navigate to "SalesHub" -> "Import" -> run the import as "Leads".

• Upload your prepared ".csv" file.

• Ensure that the "Incoming Fields" (columns from your file) are mapped to the correct "Destination Fields" -> click "Continue".
  • Note: the campaign incoming field should map to the campaign name destination field.

• Ensure that each of the columns of information have mapped properly. Your campaign name should be listed under the campaign column.
  • Note: for more general information about the import tool, visit our importing leads article.
• Click "Submit" to import your leads.

• After importing your leads, navigate back to "SalesHub" -> "Campaigns".

• Select the campaign name.

• You'll be able to view the lead statuses and lead count currently assigned to that campaign.

Part 4: Assign an Individual Lead to a Campaign

This part will walk through how to assign an individual lead to an existing campaign on the Web App and Mobile App.

• Web App
  • Assigning an individual lead to an existing campaign can be done in the Web App by navigating to "SalesHub" -> "Leads" -> search/filter for the lead you'd like to assign a campaign -> select the "Edit" pencil icon.

• • A field for "Campaigns" will appear on each lead's info page. Simply select the campaign you'd like the lead to be apart of.
    • Note: leads can only be assigned to a single campaign.

• Mobile App
  • Coming Soon.

Part 5: Campaign Filters

This part will demonstrate how to use the Campaign filter on the SalesHub Leads list on the Web App.

• Coming Soon.
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Pro Tips

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