CAMG:Leads: Difference between revisions
From Amar
Jump to navigationJump to search
| Line 6: | Line 6: | ||
# I (or anybody) can then do a test lead, this will create an entry in [https://leads.rminterface.com/leads/map Leads Data Mapping Page] | # I (or anybody) can then do a test lead, this will create an entry in [https://leads.rminterface.com/leads/map Leads Data Mapping Page] | ||
# Sabrena (or anybody) can then go and customize the emails in that pages. Notice that each form will have a different entry, even for the same campaign, so each has to be customized. Once a real (non test) lead comes in, then a master record is created. | # Sabrena (or anybody) can then go and customize the emails in that pages. Notice that each form will have a different entry, even for the same campaign, so each has to be customized. Once a real (non test) lead comes in, then a master record is created. | ||
== Business Manager == | |||
# Choose Company | |||
# Go to *BUSINESS SETTINGS* | |||
# Choose Apps | |||
# choose connected assets | |||
# add any new asset (ad) | |||
# Select All ads | |||
Revision as of 03:48, 3 October 2019
CAMG Leads Documentation
Steps for a new campaign
- Make me an Ad admin and "Business Manager" of the pages
- I have to go to the "platform" page and link the page to the app: Leads Platform Page
- I have to go to the "Business" page and create custom administration. Then choose the page and choose CRMs and "Assign Access" to the App
- I (or anybody) can then do a test lead, this will create an entry in Leads Data Mapping Page
- Sabrena (or anybody) can then go and customize the emails in that pages. Notice that each form will have a different entry, even for the same campaign, so each has to be customized. Once a real (non test) lead comes in, then a master record is created.
Business Manager
- Choose Company
- Go to *BUSINESS SETTINGS*
- Choose Apps
- choose connected assets
- add any new asset (ad)
- Select All ads
