Setup a Campaign to segment leads from your Lead Source. These could be short lived Cost-per-Click campaigns or long living acquisition campaign.
Configuring a New Campaign
Note: ClickPoint doesn’t prevent you from using the same Marketing Channel, Lead Source or Campaign names. However, it is best practice to keep these unique.
Select More on the left-hand side tool bar, then select Settings and then Setup Marketing Channels, Lead Sources and Campaigns.
On this screen, you can add and edit Marketing Channels, Lead Sources, and Campaigns. You can toggle between the three in the upper right corner. For now, select Campaign.
Select Add Campaign located in the upper left-hand corner.
Enter your Campaign Name and select an Owner. When the owner is the corporate level, all users within your organization can use them when manually adding leads. Set a branch owner if you wish for only those users under that branch, to have access.
Add the Price per Lead or a Total Budget. You can also designate a Start and Stop date/ time to establish the duration of your Campaign.
Note: In relation to Price per Lead and Budget, this depends on how you are purchasing your leads. For example, if you are purchasing leads from Lending Tree, you may have a total budget for this provider and decide to allocate a part of that budget to Refinance Short Form leads.
Add a Campaign and Associate a Lead Source
Starting and Stopping a Campaign
If you didn't specify a Start and Stop date, you can select the Start button to signify the starting of a campaign.
Starting a Campaign
Note: Since marketing events are typically associated with a budget, the Price per Lead and Total Budget fields can be utilized as a quick reference point. Campaigns are typically short-term marketing efforts and designating a start and end date is helpful for tracking active and expired campaigns.