How to add Campaigns

This is one of the core features that allow you to measure the success of your campaigns. You can create and update the costs of campaigns over time and Forefront will automatically identify which leads have come in from of that specific channel.

To learn more about how to Add Campaigns, check out the vide below!

To start adding campaigns, access the campaign section found on the left hand pane of your CRM

Once you are inside the Campaigns section, you will now be able to start adding new Marketing Campaigns that you are running to Funnels and track them accordingly.

Click “New Campaign” in the top-right corner of your screen to start a new campaign. You’ll be taken to fields that you need to fill out after hitting this button.

  • Channel – Where the Leads will be coming from.
  • Label – The name of the campaign that you are running or any other details to Label the campaign.
  • Phone Number – The Callrail number that was used for the campaign
  • Default User – If you would like the leads to go directly to a specific user in your system.

For any questions or concerns, feel free to reach out at [email protected]. We’re always happy to help!