To create a Campaign, select a Partner Company you've created using the steps outlined on the previous pages, then follow these steps:
REMINDER: All BOLD fields are required in order to save.
- Click the Campaigns button located toward the middle of the screen, to the right of the Delete button. A small pop up window will appear.
- Give the Campaign a name (i.e. Cold Call, Door Knocking, Web, etc.)
- Enter a description if necessary.
- Select a direction depending if the Lead or Customer is Inbound to you from a Partner Company or Outbound from you to a Partner Company.
- Partner Company IDs & Campaign IDs: A Campaign can be auto-assigned to a customer when the customer is created via the API based on the partner company ID/campaign ID in the other company's system (e.g. the company that's using the API to create a customer in the system you're currently logged in to). You may need to submit a SecurityTrax ticket to obtain this information.