How To Manage Lead Campaigns and Sub Campaigns

How To Manage Lead Campaigns and Sub Campaigns

Overview

Lead Campaigns can be accessed via Settings>Sales Pipeline Settings>Lead Campaigns in the main navigation menu.   To view the Lead Campaign Settings screen you will need to have the Manage Sources and Campaigns Role enabled.  When flagged as a Manager you will have full edit rights on the screen, otherwise you will have read only rights.

Searching and Managing Created Lead Campaigns

The List Screen gives you the option to filter by Type and Status



Type Filter :
  1. Any Type – Dealer and Group campaigns
  2. Dealer – Campaigns that are specific to your Dealer Only
  3. Group – Campaigns that are for your Dealer or Brand Group or those Dealer or Brand Groups that you belong to.
     

Status Filter

  1. Any Active Status – Inactive and Active campaigns
  2. Active  - Only active campaigns will display
  3. Inactive – Only inactive campaigns will display

 
Action Menu will provide you with the following options

  1. +’ icon will let you add a new campaign – only available to those with the Manager Flag enabled.
  2. Download icon – to download an Excel file of all the campaigns you have filtered to
  3. Refresh Icon – to refresh the results.

Add a New Campaign

 


  1. Click the + symbol in the Grey Action Menu and the Add New Lead Campaign displays
  2. The Client field will not be editable unless you are an Autoplay Team Member.
  3. For Group Accounts this will display your brand and or dealer groups.
  4. Enter Your Campaign Name
  5. You can Add a Yard to your campaign by clicking the Add button in the Yard section.  This will bring up all the Yards that you have available in your Manage Leads role. .
  6. The Order field will determine where in the dropdown on a Lead your campaign will display.
  7. The Monthly Cost field is entered
  8. The Active flag will determine whether the Campaign is Active.
  9. Click Save and the Record details section will display.
  10. Click Close and you are returned to the Lead Campaign list screen. 

 



If you are a multi-franchise dealer and have a lot of Campaigns set up it can mean a long list to search through when loading leads.  In 19.4 we've now added the capability to tie Campaigns to single or multiple Makes.  




AutoPlayAuto.com also now has the ability load load Sub Campaigns if you have the role 'Manage Sources and Campaigns' AND the role 'Sub Campaign'. 
Once the role is enabled Sub Campaigns can be set up under Settings>Sales Pipeline Settings>Sub Campaigns.  When setting up Sub Campaigns you can assign a parent Campaign.



When loading a lead you will see all the Campaigns and Sub Campaigns until a listing is specified.  Once you select a listing you will ONLY see Campaigns specific to that particular Make.  Additionally you will ONLY see the Sub Campaign drop down if you select a Campaign that has had Sub Campaigns set up.



If you submit leads to AutoPlay electronically via integrations with other 3rd party systems and are interested in utilizing the Sub Campaign fields please contact AutoPlay on support@autoplay.co.nz.  If you do not set up any Sub Campaigns the Sub Campaign drop down will not display.



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