Setup a Campaign to segment leads from your Lead Source. These could be short lived Cost-per-Click campaigns or long living acquisition campaign.
Overview
In SalesExec, campaigns let you segment leads by specific marketing efforts (for example, PPC campaigns, long-term acquisition pushes, or event-driven campaigns). This segmentation is critical for accurate tracking, budgeting, and reporting across your marketing sources. Access this via Settings → Setup Marketing Channels, Lead Sources & Campaigns.
Key Functionality
Campaign Creation — Create a campaign tied to a lead source.
Ownership Assignment — Assign a campaign to either a corporate-level owner or a specific branch.
Budgeting & Pricing — Define a Price Per Lead or Total Budget for your campaign.
Campaign Duration — Set start and stop dates (or leave open-ended).
Status Management — Activate or stop campaigns dynamically.
Attribution — Ensure leads are correctly attributed to the right campaign for reporting.
How to Use This Feature
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.
Best Practices
Use descriptive and unique names (e.g., “Google Search – April Push”) to avoid confusion and overlap.
Match campaign ownership to the relevant team (corporate or branch) for accountability.
Align your budget settings with how you acquire those leads (CPL or shared budget).
Regularly review active campaigns and stop or archive ones that are no longer needed.
Communicate with your marketing team so they understand how campaign segmentation in SalesExec affects reporting.
Troubleshooting
Campaign not listed when adding leads: Check that it’s been saved and correctly associated with the right lead source.
Budget or Price per Lead incorrect: Reopen the campaign settings, adjust the value, and save again.
Campaign dates not working: Confirm that the start/stop dates are correctly set or that the campaign was manually started if no dates were specified.
Leads not attributed to the right campaign: Ensure that your lead sources are correctly set up to use this campaign, and that users select it when creating or importing leads.