Overview
Campaign Groups on a Lead Source let you tag and manage brands or teams that receive leads. This is especially useful for agencies or companies handling multiple brands, helping to simplify reporting and ensure accurate lead routing.
Let's say, for example, you are a company with four major brands. You receive leads specifically for these brands from a variety of lead sources. If this is the case, you will want to segment your brands using the Lead Source Campaign Group.
We will create four teams or brands for demonstration purposes, and your lead sources will send leads directly to these brands or teams.
Once you have created the Campaign brands in this group, you can enable them when you set up your Lead Source Campaigns, so that leads go directly to these brands.
Proceed to Campaigns, select a Campaign, Open Campaign, select Additional Options, scroll to the bottom, and select the Campaign Group.
Best Practices
Use Clear Naming Conventions
Name groups clearly (e.g., by brand or region) for easy identification.Align Groups with Business Structure
Segment Campaign Groups in a way that matches your company’s organizational structure to maintain clean reporting and routing workflows.Enable at Campaign Setup
Assign Campaign Groups immediately during campaign creation to avoid misrouting leads.
Troubleshooting
Leads Not Routing to the Correct Group
Double-check that the correct Campaign Group is selected under Additional Options in the campaign settings.Campaign Group Not Visible
Ensure you’ve saved your Campaign Group properly under the Lead Source before attempting to assign it.