How to Add a New Marketing Campaign

1. Go to Setup > Marketing > Lead Source > Click the green + icon to add new Lead Source 

a. Create and Add a Name 

b. Select the List Provider from the drop-down menu 

c. Select any Affiliates you are sharing data with (if applicable) 

d. Check the Active box 

e. Click the Save icon 

2. Go to Marketing > Select Campaigns > Click the Green + 

a. Create a Name (required) 

b. Enter Code Pattern (if applicable) 

c. Choose an Affiliate from the drop-down- Affiliates selected will be responsible for the

    plans that are available to leads loaded into this campaign 

d. Choose a Type from the drop-down 

e. Set Fixed Markup Adjustment (if applicable) 

f.  Set Cost Per Target (optional) 

g. Leave check box for “Active” selected 

h. Click the check box "Viewable for New Leads"; this will allow users to select this

    Campaign when adding a new Lead. 

i.  Select a Lead Source (the one you created) from the drop down (required) 

j.  Add New Leads to Queue (if applicable) 

k. Set Response Code Prefix- Response Code Prefix will be the start of Response Codes

    created in this Campaign. If the prefix is set to "ABC" then the Response Codes created

    will be "ABC00001", "ABC00002", "ABC00003", etc. 

l.  Set External ID (if applicable) 

m. Click the Save icon to complete 

a. Under Marketing, Click Campaigns > Select a Campaign 

b. Click the Green Arrow icon  

c. When new window opens- Select a New Campaign from the drop-down menu 

d. Click Save 

e. Click OK when the ReAssign Alert window opens