Note: Access to the Inbound app is exclusively available to DashClicks Pro plan subscribers.
Step-By-Step Guide to Changing the Name of a Campaign
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Inbound’.
2. Navigate to Campaigns Tab:
From the dashboard, select the 'Campaigns' tab.
3. Select the Campaign:
Find the campaign you want to rename from the list of active campaigns. Click on the blue pencil icon on the right to open the editing options.
4. Rename the Campaign:
A menu will appear displaying the field labeled 'Campaign Name'. Update this field with your desired name.
5. Save the Changes:
Click 'Continue' at the top until you receive a confirmation screen. This means your changes have been successfully saved.
Step-By-Step Guide to Adding Campaign Leads to Your CRM
1. Access Applications Menu:
Click the app drawer icon at the top right of the page and select 'Inbound'.
2. Navigate to Campaigns Tab:
From the dashboard, select the 'Campaigns' tab.
3. Select the Campaign:
Find the campaign whose leads you want to add to the CRM from the list of active campaigns. Click on the blue pencil icon on the right to open the editing options.
4. Enable CRM Integration:
A menu will appear displaying your campaign name. Below this, you'll see a toggle switch labeled 'Add to CRM'. Click on this toggle to turn it on. When the toggle is highlighted in green and labeled 'ON', this indicates that leads generated from this campaign will now be added to your contacts.
5. Save the Changes:
No explicit save option is required for this action. The changes are saved automatically.
Step-By-Step Guide to Turning Off Lead Additions to Your CRM
1. Access Applications Menu:
Click the app drawer icon at the top right of the page and select 'Inbound'.
2. Navigate to Campaigns Tab:
From the dashboard, select the 'Campaigns' tab.
3. Select the Campaign:
Find the campaign whose leads you no longer want to add to the CRM from the list of active campaigns. Click on the blue pencil icon on the right to open the editing options.
4. Disable CRM Integration:
Under 'Add to CRM', click the toggle switch again so that it is highlighted in orange and labeled 'OFF'. You can return to this menu and turn it back on at any time.
5. Save the Changes:
No explicit save option is required for this action. The changes are saved automatically.
Step-By-Step Guide to Reassigning Sales Representatives
1. Access Applications Menu:
Click the app drawer icon at the top right of the page and select 'Inbound'.
2. Navigate to Campaigns Tab:
Once in the settings, click on the 'Campaigns' tab.
3. Select the Active Campaign:
From the list of active campaigns, locate the campaign you wish to modify and click on the blue pencil icon on the right to open the editor.
4. Bypass the Initial Options:
Ignore the first menu that appears in the editor, and click 'Continue' at the top of the page.
5. View Representatives and Assignments:
You will now see a list of your representatives along with their current assignments.
6. Assign User:
To add a user, select the representative from your user list on the left.
7. Set SMS Notifications:
After adding your user, don't forget to set a number for sending SMS notifications. You can do this using the dropdown menu beneath the representative's name.
How to Remove a Representative from Your Campaign
To remove a representative from your campaign, click on the red 'X' near the user's name under the 'Selected Users' column. This action will immediately unassign the representative from the selected campaign.
Step-By-Step Guide to Creating Notifications
Creating notifications involves setting up either Email notifications, SMS notifications, or both. Follow these steps:
1. Access Applications Menu:
Click the app drawer icon at the top right of the page and select 'Inbound'.
2. Navigate to Campaigns Tab:
Click on the 'Campaigns' tab within the dashboard settings.
3. Select the Active Campaign:
From the list of active campaigns, locate the campaign for which you wish to set notifications and click on the blue pencil icon on the right.
4. Ignore Initial Options:
Bypass the first menu that appears, and click 'Continue' at the top of the page.
5. Proceed to Notification Settings:
When you arrive at the 'Assign Reps' screen, click 'Continue' again.
Note: Depending on your requirements, you can create email notifications, SMS notifications, or both.
How to Revise Notifications
You can revise existing notifications by following the steps similar to the creation of notifications. Your campaign will default to the notification option you already have in effect. You can then edit the email and SMS notifications as needed. Remember to click 'Continue' after you have made your revisions.
How to Cancel Notifications
You can cancel existing notifications by following the steps outlined in the 'Step-By-Step Guide to Creating Notifications' section. In step 5, where you will click on 'No Notifications' instead of selecting Email or SMS notifications. After this, click 'Continue' at the top of the screen, and you should receive a notification confirming that your updates were successful.