Adding a Campaign (Step-by-Step Guide)

Adding a Campaign (Step-by-Step Guide)

Follow these steps to add a campaign:
​
1. In the top menu, click on Lead to Consult > Campaigns. The list of your saved campaigns appears.

2. Click Add a Campaign from the left panel

3. In the CHANNELS section, select the appropriate channel along with the LEAD SOURCE from the             options provided (you can see examples by clicking each type of channel)

4. Scroll down to the CAMPAIGN DETAILS section. Here you can fill out:
o Name: Of the campaign
o Assigned to: Default is the Franchisee Owner but this can be changed to the individual responsible for the event (EC, Promoter, Team Member, etc.)
o Start Date: When the campaign will begin
o End Date: The date that the event will end
o Status:
       Active (a campaign that is currently happening)
       Inactive
       Closed (a campaign that is done)
o Description: What you wish to remember for the event, e.g., what the location is, what table or tent sizes             you must bring, any allergies you should be aware of, etc.

5. In the TOTAL COST section, plan your goals for the event:
o Total Cost: The total cost of the event
o Monthly Cost: How much the event costs each month. It is automatically calculated based on the value             of Total Cost but you can override if necessary
o Goal (Leads): The number of leads you wish to gather at the event
o Goal (leads/month): Automatically populates how many contacts you will generate monthly based on the             Goal (leads)

6. Click Save to save this campaign
o Click Save and Duplicate to save and duplicate the event for a different location with similar information             or if you may plan on having the same event in the future

You will be taken back to the list of your saved campaigns.



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