After you create your campaign within the Inbound app, you may need to make edits. This article will explain what users may edit through the platform and the necessary steps to do so.

You will only be able to edit specific aspects of your campaign once it goes live in your dashboard. Currently, the Inbound application allows you to do the following:

How to Change the Campaign Name

  1. To change your campaign name, click on the Campaigns tab. From the list of active campaigns, click on the blue pencil icon on the right.

  2. A menu will appear with the field name Campaign Name. This is identical to the menu used when you first created the campaign. Update the text field with a name of your choosing.

  3. Click Continue at the top until you receive this confirmation screen:

    Screenshot_2021-08-16_144447.png

How to Add Campaign Leads to Your CRM

  1. To add campaign leads to your CRM, click on the Campaigns tab. From the list of active campaigns, click on the blue pencil icon on the right.

  2. A menu will appear displaying your campaign name. Below this is a toggle switch labeled Add to CRM. Click on this toggle, which will highlight ON in green. Leads generated from this campaign will now be added to your contacts.

Turning Off Lead Additions to Your CRM

If at any point you need to turn this functionality off, complete the following steps:

  1. Utilize the same steps featured above to arrive at the campaign editor menu.

  2. Under Add to CRM, simply click the toggle switch again so that OFF is highlighted in orange. You can come back to this menu and turn it back on at any time.

How to Reassign Sales Representatives

  1. To reassign sales representatives, click on the Campaigns tab. From the list of active campaigns, click on the blue pencil icon on the right.

  2. Opening the editor will walk you through each of the possible options. Ignore this first menu, and click Continue at the top of the page.

  3. You will now see a list of your representatives as well as the currently assigned users. To add a user, click on the representative from your user list on the left.

  4. After adding your user, be sure to select a number to send SMS notifications using the dropdown beneath their name.

How to Remove a Rep from Your Campaign

  1. From the menu above, click on the red X near the user name under the Selected Users column.

How to Create Notifications

  1. To create notifications, click on the Campaigns tab. From the list of active campaigns, click on the blue pencil icon on the right.

  2. Opening the editor will walk you through each of the possible options. Ignore this first menu, and click Continue at the top of the page. When you arrive at the Assign Reps screen, click Continue once more.

  3. You will receive a menu with four options pictured below:

    Screenshot_2021-08-16_144519.png


    Click on one of the three available options shown above: Email notification, SMS notification, or both.

  4. The following steps will correspond to the option of your choosing. If you select an option with an email notification, you will now see a menu that looks identical to the email form we use in our Templates application.

    For this document, we will begin with email notifications.

Creating an Email Notification

The From field is the user whose name will display when the recipient receives the notification. You can select from the dropdown menu.

The Subject field is the topic of your email. You may call this “New Lead from X Campaign,” for example.

The open text field is where you will enter the body of your message. There is no limit on the number of characters you can use for your email notifications.

Attachments have a cumulative maximum file size of 20MB. There is no limit on the number of files you can attach as long as they remain below the size limit.

Personalize gives you the ability to automatically inject information you have on file associated with the lead or the team member you are contacting. You can learn more about how to utilize personalization options using our help article found here.

Finally, you can utilize the Use Template option to quickly set up a notification message rather than creating one from scratch. Our Templates app allows you to create any number of SMS or email templates to optimize your workflow in situations like these. You can learn more about how to create templates using our help article found here.

Once your email notification is complete, you can test the message by entering an email in the bottom field and selecting Send Test. If you are ready, click Continue at the top of the page.

Creating an SMS Notification

The process of setting up an SMS notification is nearly identical to the process explained above. SMS notifications do not include a Subject field and do not support attachments. Otherwise, you may personalize or use a pre-made SMS template as you can with emails.

Warning - SMS notifications receive charges differently than emails. Our platform utilizes a credit system at the cost of 1 Credit for every 160 characters in your SMS notification. You will also expend 1 Credit whenever you test your SMS notification. Click here to learn more about our Credit system for templates and notifications.

After you complete these steps, click Continue at the top of the page.

How to Revise Notifications

  1. To revise an existing notification, click on the Campaigns tab. From the list of active campaigns, click on the blue pencil icon on the right.

    Screenshot_2021-08-16_144641.png
  2. Opening the editor will walk you through each of the possible options. Ignore this first menu, and click Continue at the top of the page. When you arrive at the Assign Reps screen, click Continue once more.

  3. You will receive a menu with four options pictured below: Your campaign will default to the notification option you already have in effect. Leave this highlighted and click Continue at the top of the page.

    Screenshot_2021-08-16_144706.png
  4. If you have both an email and SMS notification, you will visit the editors for those notifications in that order. You may make the necessary edits to any of the fields as necessary. When you are finished with making your revisions, click Continue at the top of the page.

    If you are editing both an email and SMS notification, you will now arrive at the SMS editor.

  5. Make any changes as necessary to your SMS notification. Remember that SMS notifications and any tests will incur a charge of 1 Credit for every 160 characters within the text message. When you are satisfied with your revisions, click Continue at the top of the page.

  6. You should now receive a notification confirming that your updates were successful.

How to Cancel Notifications

  1. To cancel existing notifications, click on the Campaigns tab. From the list of active campaigns, click on the blue pencil icon on the right.

    Screenshot_2021-08-16_144641.png
  2. Opening the editor will walk you through each of the possible options. Ignore this first menu, and click Continue at the top of the page. When you arrive at the Assign Reps screen, click Continue once more.

  3. You will receive a menu with four options pictured below:

    Screenshot_2021-08-16_144706.png


    Click on No Notifications.

  4. Click Continue at the top of the screen. You should now receive a notification confirming that your updates were successful.

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