How to Add a Campaign and Attach It to a Market in REsimpli
Step 1: Open the Phone Numbers Page
Go to Settings in the lower-left corner, then select Phone Numbers under Marketing.
Step 2: Set Up a Call Flow First
Before creating a campaign, make sure your Call Flow is already configured for handling incoming calls.
Step 3: Add a New Phone Number
Click Add Numbers in the upper-right corner.
Step 4: Select the Number Type
Choose how the number will be used:
Seller
Buyer
Vendor
Dialer
Voice AI
Step 5: Choose a Phone Number
Search by area code or area name, then select the phone number you want to purchase.
Step 6: Configure Campaign Details
Enter the campaign information, including:
Campaign Name
Lead Source
Call Flow
Step 7: Attach the Campaign to a Market
Select the market where the campaign should belong.
If you only have one market, the Primary Market will appear by default.
Step 8: Configure Lead Assignment
Choose the lead assignment method:
Round Robin
First to Claim
Manual Assignment
Step 9: Assign Roles and Team Members
Select which roles and team members should have access to the campaign and incoming leads.
Step 10: Confirm and Purchase the Number
Click the checkbox and select Confirm to Pay to finalize the setup.
Once completed, the phone number will be available for calling and texting inside REsimpli.
Step 11: Contact Support if Needed
Reach out to REsimpli support if you need help setting up campaigns, markets, or phone numbers.