Campaigns

Article Overview 

This article provides information on campaigns and instructions on how to create and manage campaigns.

TIP: Permissions to "Manage Campaigns" must be enabled for the user role in order to create and manage campaigns. All users will be able to add leads to campaigns as long as they have the permission to create leads.

Part 1: Enable Permissions

This part will cover enabling the permission for users to create and manage campaigns.

• Sign in to your account at hop.salesrabbit.com
• Navigate to the "Settings" in the left-hand menu and click the drop down.
• In the settings drop down, select the option for "Roles & Permissions"
  • Note: Only users with the "Owner" or "Admin" Role can access the settings option in their SR+ account.

• Select the Role that you would like to enable permissions for.

• In the permissions box, scroll down the list of permissions to find the permissions for "Campaign Settings" and "Campaign Lead Management"

  • Tip: the permissions box is sectioned by category, "General", "Areas", "Leads", and "Map". The campaign permissions is in the "Leads" section.

    

• Click the boxes on the far right to enable the permissions to "View" and/or "Manage". The manage permission will allow the users of the given Role the ability to create and edit campaigns.
• Changes will save automatically.

Part 2: Creating Campaigns

This section will cover steps for creating campaigns.

• In your SR+ account, navigate to the "SalesHub".
• Click the "SalesHub" drop down, and navigate to the option for "Campaigns".

• Select the red box in the upper right that says "Create Campaign"

  

• A tab will appear after you click "Create Campaign" on the right-hand side of the page.
• Click in the box beneath "Name" to type in the name of your campaign. Follow the same steps for the box beneath "Description" (adding a description is optional).
• When you have named your campaign, click the red box at the bottom right that says "Create".

Part 3: Adding Leads to Campaigns (Website)

This part provides steps for adding leads to Campaigns on the SR+ website.

• In your SR+ account, navigate to the "SalesHub" option on the left-hand menu -> navigate to the option for "Leads".

• On the "Leads" page, select the lead you would like to add to a campaign.
• On the "Lead Detail" page, navigate to the option for "Campaigns"  then click the drop down to select the campaign you would like to add the lead to.
• Click "Save" in the bottom right corner.

• Once saved, you will be routed back to the Leads page.
  • Tip: you can also add a lead to a campaign as you create the lead, the option will appear on the "Create Lead" page. As you input information you can select the "Campaign" to add the lead to in the "Overview" section. Just click the drop down and select the campaign.

Part 4: Adding Leads to Campaigns (Mobile App)

This part will cover steps for adding leads to campaigns using the mobile app.

• Sign in to the SalesRabbit + Mobile App on your mobile device.
• Navigate to the "SalesHub" and create a lead (see this help center article for creating leads on the mobile app).
• In the lead information card, scroll to the bottom and select "Add Campaign". This will take you to a list of active campaigns. 

• Simply select the campaign you wish to add the lead to, the row will become highlighted and a check mark will appear on the far right. The selection will save automatically, just click the back arrow to return to the lead information card.

Part 5: Managing Campaigns (Web)

This part will cover additional options for managing campaigns such as deleting and editing campaigns. Managing campaigns is done through the Web version of SR+ only.

• In your SalesRabbit+ account, navigate to "Campaigns" in the "SalesHub" drop down.
• On the "Campaigns" page you can do the following:
  • View Campaigns
  • Create new campaigns
  • Edit existing Campagns
• When viewing a campaign, the campaigns are visible row by row, you can change how many rows are available on the page by clicking the "Rows" dropdown.

• A Campaign can be edited, deleted, or deactivated by clicking the three dots on the far right side of the Campaign's row.

  • Note: Deactivating a campaign will remove the Campaign as an option when adding leads to campaigns. When editing a campaign you can change the name and description of the campaign.

  • Deactivated campaigns can be viewed by clicking on the word, "Deactivated", on the "Campaigns" page. A page with a list of deactivated campaigns will then become visible. Campaigns can then be reactivated by following the same steps for deactivating the campaign.

• By clicking on the Row of the Campaign, you can view the Campaign "Overview" and "Info". In this view the campaign can also be deactivated or deleted by clicking the three dots on the top.

• The number of leads added to the Campaign are visible in the "Overview" and are listed out by status, next to each unique lead status is the number of leads by that lead status that have been added to the campaign.

• If you click on the word "Info" you will see the information change which contains the name and description of the campaign. Here, the name and description can also be edited.

• You are able to filter your leads by their assigned campaign on the leads list on the web app.