Campaigns

Location: Contacts Tab > Campaigns

Campaigns allow your organization to create, and track the source of contacts (leads) inside of the CRM. Campaigns should be used instead of Custom Fields to track Lead Sources.

If the Campaigns page is missing from your Contacts tab view, please contact Support@debtpaypro.com for assistance.

Current Campaigns

Current existing campaigns are displayed in the campaigns view.

Edit Existing Campaign

Select the icon to the far right to edit or delete a current campaign.

Modify a value to edit a current campaign or mark the campaign as active or inactive. Press "Save Campaign" to store modified values or select "Delete Campaign" to remove it from the CRM.

Active or Inactive Campaign Title Start Date End Date Source Media Type Priority Campaign Cost #Leads Purchased

Add Campaign

Select "Add New" to create a new Source Type

Active or Inactive Campaign Title Start Date End Date Source Media Type Priority Campaign Cost #Leads Purchased

Selecting "Add New" prompts the user to enter a title for the new source. 

Campaign Selection in In-Take Forms

Campaigns created from the Campaigns page automatically become available to select from in the 'Campaign' system field. The 'Campaign' field can be added to your In-Take forms, allowing you to keep track of your lead sources.

Campaign Reports

Debt Pay Pro includes a Report exclusively for Campaigns. See more on this topic in the Campaigns Report article located here. (Opens in New Window)