NewCampaignTypePage

Owned by PeterF (Deactivated)
Sept 06, 2016
1 min read

New Campaign Template

You have elected to create a new Campaign Template, as such you must enter the name of the new Campaign Template as well as the name of the new Campaign the leads will be imported into.

Choose meaningful names!

Campaign Template

When naming your Campaign Template it is important to choose a name that will be meaningful to you and other users of the system.

Generally a Campaign Template should be name after a Product or Service that you sell. e.g.

  • Residential Solar
  • Business Solar
  • Property Seminar
  • Car Insurance
  • Swimming Pool promotion

Campaign

 A Campaign name should generally reflect the source of the leads that you are importing and/or what you are going to use them for. e.g.

  • Impact Lists Jun 2013
  • Web Expression of Interest Mar 2015 
  • Power Lists Jun 13 - Sydney CBD

Review the template

The import process will automatically create a default Screen Layout, Disposition Set and Stop codes.

Once you have completed the import be sure to go back to the Campaign Control Panel to review the Screen Layout and Dispositions created during the import.