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Lead Source - Campaign Management (Text/Video)
Lead Source - Campaign Management (Text/Video)

Learn how you can create, edit and manage your lead source campaigns in BPro

Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

The Campaign Management builder page makes creating, editing and managing your lead source campaigns easy. (Video at bottom of article)

Creating a new campaign is easy! Click 'Add a Campaign' and begin by naming your lead source campaign (Tip: create campaigns that reflect the ways or marketing methods that you tend to acquire new clients from).  You can also fill in the 'spend' as well as the end date of your campaign, if applicable. 

When creating or editing campaigns, you have the ability to automatically 'attach intel' when the lead source campaign is assigned to any customer or lead profile. 

If your BPro is connected to your WordPress website through our Gravity Forms add-on,  you can now set any lead source campaign as a 'Gravity Form Default'.  This means that any new submissions from your website that are fed into BPro via Gravity Forms, will automatically be assigned the campaign that is selected as 'Gravity Form Default'.  NOTE:  Only 1 lead source campaign can be assigned to a customer/lead, and therefore, only 1 lead source campaign can be set as 'Gravity Form Default'.

Check out this brief video below to learn about the Campaign Management builder feature.

Please chat in if you have any questions related to the lead campaign builder!

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