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how do I create a campaign? (question example)
how do I create a campaign? (question example)

How to create a campaign?

Ehsan Rishat avatar
Written by Ehsan Rishat
Updated over a week ago

How to create a campaign?

Answer:

Create a campaign by following these steps:

  1. Navigate to your profile in the upper right section and click 'Manage Numbers'.

2. Click 'Buy Numbers' in the top-right section. A new window will open.

3. Tick among the choices where you will use the number and select the area code. After choosing the area code, it will display the different number combinations you can choose from.

4. Select your preferred number and hit 'Continue'.

5. Fill out the field in the 'Phone Number Confirmation' window, here are the guides:

a. 'You will use this number for' - Select from the dropdown list.

b. ‘Campaign Name' - name the campaign.

c. 'Lead Source' - select from the dropdown list.

d. 'Flow Name' - Select the call flow from your existing ones to route calls.

e. 'Which market is this campaign for?' - click the dropdown arrow to select. If you are in multiple markets, select where you want your campaign to be associated with.

f. 'Lead Assignment' - How do you want your leads to be assigned? Select from the dropdown list.

g. 'Role Assignment' - Whom do you want the lead to assign? Turn the toggle on to select. After switching the toggle on, you can select an individual.

6. Check the 'Summary' details and select the box to take responsibility for testing the number.

7. Hit 'Confirm.' After confirmation, you can track the performance of your campaign using the phone number assigned to it.

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