How to Create a New Campaign in REsimpli
Step 1: Open Phone Number Settings
Go to Settings in the lower-left corner, then select Phone Numbers.
Step 2: Add a New Phone Number
Under the For Leads tab, click Add Numbers.
Step 3: Configure the Campaign
Select:
Number type (Seller, Buyer, Vendor, or Dialer)
Campaign Name
Lead Source
Step 4: Choose a Phone Number
Search by area name and select the phone number you want to purchase for the campaign.
Step 5: Assign a Call Flow
Select the call flow that incoming calls for this campaign should route to.
Step 6: Configure Lead Assignment
Choose how leads will be assigned:
Round Robin
First to Claim
Manual Assignment
Then select the user roles that will manage the leads.
Step 7: Confirm the Campaign
Click the checkbox and confirm to create the new campaign.
Step 8: Contact Support if Needed
Use the Help Desk icon for live chat, email, SMS support, or to schedule a support call.