Article Overview
The campaign feature allows admins to effectively monitor and track lead incentives. This can be compared with other leads to evaluate their performance and impact on the lead conversion and sales process.
TIP: This feature is available to Pro accounts or higher. Please contact your CSM if you are interested in this feature.
New Features & Functionality:
Campaigns
- Create, edit and manage campaigns effortlessly, and easily access associated leads through our campaign detail page.
- Explore a campaign name and view a comprehensive list of associated leads attached to the campaign for greater visibility and insight.
- Assign campaigns seamlessly via new import tool, allowing you to quickly assign them within the SalesRabbit system in bulk, saving you valuable time and effort.
- View and reassign the associated campaign on your lead from the lead list. Allowing you to have a better visibility and control on your lead.
Steps to Use Outline via Import Tool:
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Enable Campaign - Manage Campaign permission set to On
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Go to Campaign - Create campaigns and description. (Ex: Fiber Ready)
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Import Leads with campaigns and assign them to the correct campaign previously created via the new import tool
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If needed, you can manually go to the individual lead on lead list and reassign to another campaign if needed.
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Go to campaigns and select campaign name and see the lead status and lead count on the campaign.
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Mobile: Reps can see the campaign attached to a lead on the lead detail card. (Read only for reps if permission is set to on)
Improvements
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Filter campaign name via lead list
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Export campaign data via lead list (Campaign ID and Campaign Name) - Reporting
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Add campaigns to a lead through API (Campaign names must be create on campaign portal first)
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“Search by” campaigns on lead list (iOS/Android)
Pro Tips
- Leads can be assigned to only 1 campaign.
Related to