Overview
Campaigns in LeadExec enable sophisticated lead routing from a single lead source to multiple destinations. Each campaign operates through two fundamental settings that determine lead processing: Channel (delivery method) and Lead Type (lead classification). This flexible structure allows you to create specialized workflows for different lead acquisition methods.
Campaign Configuration Essentials
1. Channel Settings
Determine how leads enter your system:
Web Leads: Form submissions from websites or third-party platforms
Setup GuidePhone Leads: Inbound calls processed through IVR call flows
Setup GuideChat Leads: AI chatbot conversations from integrated websites
Setup GuidePing Post Leads: Real-time lead submissions from vendors
Setup Guide
2. Lead Type Settings
Classify leads for proper routing and processing:
Define categories (e.g., "Home Loan", "Auto Insurance")
Configure type-specific validation rules
Implementation Guide
Create Campaign
Navigate to Lead Source → Campaigns → New
Select Channel appropriate for your lead source
Configure Lead Type
Match to your existing lead classification system
Set default values for required fields
Channel-Specific Setup
Follow the dedicated guide for your selected channel
Test submission flow before going live
Best Practices
Organization: Maintain consistent naming conventions
Testing: Validate each channel with sample leads
Monitoring: Review channel-specific performance metrics
Scalability: Create separate campaigns for distinct lead types
Troubleshooting
If leads aren't routing correctly:
Verify Channel and Lead Type assignments
Check for conflicting validation rules
Confirm third-party integrations are active