To provide a clear and concise step-by-step guide for team members to effectively set up onboarding for new users or companies in Pete, ensuring accurate tracking of marketing campaigns and lead sources.
Key Steps
Accessing Campaign Settings:
Navigate to the left sidebar.
Click on Settings and then select Marketing.
Start with the Campaign Teams tab.
Creating Campaign Teams:
Identify the groups of users needed for lead distribution (e.g., Lead Managers, Managers).
Click on the Campaign Teams section.
Add users to the respective teams (e.g., add yourself, Amy, and Pete to the Lead Managers team).
Setting Up Lead Sources:
Move to the Lead Sources tab.
Create lead sources to group campaigns (e.g., Web Direct, Web Organic, Cold Calling).
Ensure each lead source is clearly defined for easy tracking.
Creating a New Campaign:
Go to the Campaigns tab.
Click on the + icon to create a new campaign.
Name the campaign (e.g., "John's Awesome New Campaign").
Set a Default Campaign for system use.
Filling Out Campaign Details:
Provide a brief Description (optional).
Select the Lead Source from the dropdown menu.
Choose the Campaign Type (Single User, Team, etc.).
If applicable, assign a phone number for the campaign.
Configuring Lead Distribution:
Decide on the lead distribution method (e.g., Round Robin, Shotgun, Voicemail).
If using Round Robin, ensure the sequence of users is set correctly.
For Shotgun, ensure all team members are notified simultaneously.
Setting Up Call Handling Options:
Determine what happens if calls are missed (e.g., go to voicemail, forward to an external number).
Optionally, set a specific Voice Prompt for callers.
If using IVR, link it to the campaign.
Monitoring Campaign Performance:
Regularly check the campaign stats for leads, appointments, offers, contracts, and closing percentages.
Use the dashboard to filter and sort data as needed.
Cautionary Notes
Ensure all team members are aware of their roles within the campaign teams to avoid confusion.
Double-check lead source names and campaign details to prevent data entry errors.
Be cautious when assigning phone numbers to campaigns; ensure they are unique to avoid mix-ups.
Tips for Efficiency
Use consistent naming conventions for campaigns and lead sources to simplify tracking and reporting.
Set reminders to review campaign performance regularly to make informed decisions about marketing strategies.
Encourage team members to document any changes made to campaigns for future reference and clarity.
By following these steps, team members can effectively onboard new users or companies in Pete, ensuring a smooth setup process and accurate tracking of marketing efforts.