Once your Campaign Defaults have been set, you will need to specify filters to pull in the specific Marketing Opportunities you want into the Campaign. For examples of the most common Campaign uses and builds, take a look at our related article Common Campaign Builds.
Key topics reviewed in this article:
- What are Campaign Filters?
- How do I create a Campaign Filter?
- Advanced Filter Logic
- Call Queue Order
- Previewing your results
Campaign Filters are the driving force that pull specific Marketing Opportunities into Campaigns. Let's review all of the different filter criteria options available:
Each filter has 4 sections:
- Object - click this dropdown to select which page to pull fields from. Choose to pull fields from the Lead Source, Prospect, Marketing Opportunity and Previous Appointment pages.
- Field- this dropdown is populated with all of the fields from the page you selected in the 'Object' dropdown.
- Operator - the action you want to take on the Field selected such as 'Equals' or 'On or before'.
- Value - the last piece of the filter resulting in a date, number or text.
Example: the filter above reads 'the Lead Source Taken On date is on or before 0 days in the past', meaning that the Lead Source created for this Prospect has to have a 'Taken On' date of today or before today.
- How do I add more filter criteria?
- Click the 'Add Criterion' button below the existing filter to add another:
- How do I create a rolling date within a filter?
- When you select a date field in the 'Field' drop down for any Filter, you have the option to set the value to a specific date or a 'rolling' date. A 'rolling' date will continually update depending on the value set. In the above example the 'rolling' date reads 'On or before 0 days in the past' meaning this date filter is always looking for date fields equal to today's date or before.
Once a date field is selected in the 'Field' dropdown, click the calendar icon next to the 'Value' field:
The filter will expand and you will now have new fields for the 'time frame'. In this example let's create a 'rolling' date filter to include all Marketing Opportunities that are due today or in the past [this filter will effectively only pull in due Marketing Opportunities]. First select an 'Operator', in this example let's select 'On or before':
Next, add a number in the 'Value' field. In this example add a '0':
The next two dropdown controls the length in days, months or years and which way the filter is pointing, either 'in the past' or 'in the future'. The above example now reads 'Marketing Opportunity Due Date is On or before 0 days in the past'. This filter translates into any Marketing Opportunity that is due today [0 days in the past] or before today, ensuring that only Marketing Opportunities that are due are pulled into the Campaign.
For examples of the most common Campaign uses and builds, take a look at our related article, Common Campaign Builds.
Advanced Filter Logic
By default, all Campaign Filters are taken into account by the campaign using 'AND' logic. In other words, each Marketing Opportunity must qualify for each Campaign filter [1 AND 2 AND 3 etc...]. 'AND' logic works great in most scenarios, in the event that you want to include multiple values for the same field [Prospect Zip Code equals 43201 OR 43312 OR 43311], you will need to use 'OR' logic [1 AND 2 AND (3 OR 4)].
In the 'Campaign Criteria section click the 'Advanced Options' link:
A text box will appear allowing you to enter your Advanced Filter Logic:
Notice the number 6 and 7 Campaign Filters, they are both set to include specific Source Names. Since one Marketing Opportunity cannot have an associated Lead Source with a Source Name equal to 'Company Website' and 'PPC Form', we need to write the Advanced Filter Logic to include 6 OR 7:
Understanding Campaign Filter Exclusivity:
Call Queue Order
Directly below the Campaign Filters you can control the order in which Marketing Opportunities appear in the Call Queue:
By default the Call Queue Order is set to 'Marketing Opportunity Due Date Ascending' meaning the Marketing Opportunity with the most recent date will appear before other Marketing Opportunities. Just like Campaign Filters, you can change/add criteria to this section.
Now that you have your Campaign Filters and Call Queue Order set, click the 'Refresh' button at the bottom of the page to see what Marketing Opportunities qualify for your Campaign:
Once the Preview fully refreshes, a list of all of the Marketing Opportunities that qualify for the Campaign will appear. In the preview, each of the Campaign Filters you created will be a separate column allowing you to quickly reference each filter to ensure they are set correctly.
Notice the Preview found '20' Marketing Opportunities that qualify per the Campaign Filters you set. Each Campaign Filter is also displayed as a column within the preview so you can cross-reference the filters you created to ensure they are accurate.
Once you are done creating and previewing your filters, click 'Save':
Once saved, the campaign is ready to be accessed and used in the Call Queue.
It is extremely important to ensure that your Campaign filters do not overlap in any way. If you have two Campaigns with the same or similar filter criteria, both Campaigns will pull in Marketing Opportunities first come first serve.
It is equally as important to ensure you have setup your Global Campaign Defaults before you create your Campaigns.