Create a Campaign-Live Transfer

Instructions

1. Navigate to the Campaigns page by selecting Campaigns from the top navigation menu in the upper right corner. 
   

   

2. On the Campaigns page click the New Campaign button.
   

   NOTE: After clicking the New Campaign button, another window will open where you can specify your campaign settings.

3. Complete the first half of the form:
   
   1. Enter a descriptive name for the Campaign (Live Transfer)
   2. Choose the Live Transfer tier. 
   3. Deselect any states you do not want or are not registered for.
      
4. Choose the destination to deliver the leads to by selecting Add Destination.
   

   

   1. Add Destination: These are your CRM's profiles added by your region admin or emails that you set up manually using the Create Destination button.     NOTE: Most agents will only have a Personal CRM profile, but some managers may have a Team CRM Profile as well.
   2. Agent Destinations: These are the destinations of agents that are listed in your My Agent's view. 
      
5. Each destination you select will list in the campaign form.

   

6. Agree to the term and conditions and press the Save button.

   

   1. Once the save has been completed you will be redirected to the Campaign page where your new campaign will appear in the list.
   2. IMPORTANT: Your campaign will not begin to receive leads until you have set up a spending period and checked the campaign on to running. 
   3. For more information on how to set up a spending period check out Add Spending Periods