As you’re probably aware, in an effort to help you set up campaigns quickly and accurately we’ve been rolling out a number of updates including:
We’re now supplementing this with Review Job functionality that makes users aware of Jobs that should be reviewed and updated once a campaign has been created from a template.
It is very simple to use…
As an Admin or Super User, you can edit campaign templates and identify the Jobs that you want users to review when they create campaigns from this template.
As an Agency user, when you create a campaign from that template, those Jobs needing reviewing simply get carried across (in much the same way as Locked Jobs – but in this case not only can you edit them, but you should edit them and acknowledge that you have done so).
Have you ever had a situation where a campaign has been created by duplicating a template, but then the users forgets to update some of the Job configurations and this results in leads that don’t match your campaign rules being delivered? This then results in not only having to correct your campaign configuration, but also fix all of the leads that were mistakenly delivered.
These errors can be avoided by:
For more information about how to use this feature, please see our Review Jobs guide.
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