What it is
Campaign types are the labels every campaign is filed under, and the lines your traction report is broken into. Every account starts with ten: Circle Prospecting, Expireds, Cancelled, FSBO, Sphere, Past Clients, Just Listed, Just Sold, Absentee Owner and General. You can add your own, such as Probate.
Where to find it
Campaigns > Campaign types.
Steps
- On the Campaigns page, click Campaign types.
Click Campaign types - To add one, type a name under Add a type, pick a colour, and click Add type.
Type a name, pick a colour, click Add type - To retire one, click the trash icon next to it.
The trash icon retires a type; Done closes - Click Done.
Good to know
- Only account owners and managers can add or archive types. Everyone can pick a type for a campaign.
- Archiving a type keeps it readable on the campaigns that already carry it. It just stops being offered for new work.
- Each type shows how many campaigns use it.
- You can also reach this screen from the New campaign wizard with Add or rename campaign types.
- A type is one label per campaign. For free form filing such as a city or price band, use groups instead.
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