Campaigns

How to Delete an Existing Campaign? - From the dashboard, click the icon for the campaign you want to delete. Figure 27 Delete Icon - This opens a confirmation popup in order to make sure the click on the delete icon was not unintentional. - To confirm the removal of the selected campaign, click the button. Figure 28 Save Button

How to Edit an Existing Campaign? - From the dashboard, click the icon for the campaign you want to edit. Figure 24 Edit Button - This opens the Edit Campaign popup. - Here, you can edit the name of the campaign as per your requirement. Figure 25 Edit Campaign - Once the edits are made, click the button. This updates the changes you made to the selected campaign. Figure 26 Save Button

How to Create a Campaign? - Upon successful login, you land on the ConvertLead dashboard where all the created campaigns are listed. Figure 20 Campaigns - To create a campaign, click the icon located at the top-right side of the screen. - This opens the Create Campaign window. - Here, enter the name of the campaign in the Name field. Figure 21 Campaign Name - Select the company for which you are creat...

How to Access the Automation Section? ConvertLead > Select Campaign - Follow the workflow mentioned above to land on the Integrations screen. Figure 14 Integrations - From here, click the button. Doing so takes you to the Automations screen where you can create an automation for the campaign. Here, you are able to define various actions and create an automated workflow that would run when the campaign is executed. - To create an a...

How to Create an Integration? ConvertLead Dashboard > Select Campaign - Follow the above-mentioned workflow to land on the Integrations screen. - To create an integration, click the icon located at the top-right corner of the screen. Figure 9 Create Integration Button - This opens the Create Integration window. - Use the Integration Name field to enter the name of the integration. Figure 10 Integration Na...

How to View Integrations for a Campaign? - Upon successful login, select a campaign you want to view integrations for by clicking the campaign name. Figure 6 Select Campaign - Doing so takes you to the Integrations screen. Here, the integrations for the selected campaign are listed. - Information for each integration is tabulated via Integration Name, Total Leads, Assigned To, and Response Time columns. Figure 7 Active Integratio...

How to View Created Campaigns? - Upon successful login, you land on the Campaigns section. - Here, all the created campaigns are tabulated via a number of columns that include Started, Total Leads, and Conversions. Figure 1 Campaigns - By default, the campaigns created for all companies are displayed. However, you can use the filter at the top-left corner of the screen in order to view campaigns for a specific company. Figure 2 Co...