Overview
The Campaigns screen helps you organize and manage the Campaigns associated with your Lead Sources—all in one central interface. It enables a quick overview and streamlined workflows for campaign-related actions.
Key Functionality
Open Lead Source
Opens the associated Lead Source of the selected campaign for quick access.
Open Campaign
Opens the campaign settings, including features like quantity limits, lead type, and quality options.
Delete Campaign
Allows you to remove a campaign entirely.
Posting Instructions
Provides the necessary Post Documents for your internal development team or third-party lead source to post leads to LeadExec.
View Lead Flow
Displays all the steps a lead will go through in the selected campaign before being accepted or rejected, an invaluable resource for monitoring process flow.
Export Campaigns
Allows you to export campaign data into an XLS file for external reporting or analysis.
How to Use This Feature
Navigate to the Campaigns Screen
Go to the Campaigns section in LeadExec, where you'll see all campaigns linked to your lead sources.
Utilize the Toolbar for Quick Actions
Use toolbar options to:
Open the associated Lead Source
Open and modify campaign settings
Delete a campaign
Access posting instructions
View the lead flow
Export campaign data
Review Campaign Details
Use the View Lead Flow function to understand lead progression within the campaign.
Export data as needed for sharing or further analysis.
Best Practices
Use Posting Instructions to Facilitate Integration
Provide clear documentation to your development team or partners to streamline lead posting.Monitor Lead Flow for Quality Control
Regularly use the View Lead Flow feature to pinpoint bottlenecks or failure points in the campaign lifecycle.Export Data for Reporting and Backups
Frequently export campaign data to maintain records and facilitate in-depth analysis.
Troubleshooting
Toolbar Options Not Visible
Ensure you're on the correct Campaigns screen; the toolbar is specific to that interface.Campaign Missing or Cannot Be Opened
Check if the campaign was previously deleted or if you have adequate permissions.Lead Flow Not Displaying
Confirm the campaign is correctly configured and active for lead flow.Export Errors or Missing Data
If the export isn't working, try refreshing the page or navigating away and back to the Campaigns screen.