This is an overview of how to create and update campaigns in Core.
What are Campaigns in Core?
Core's campaigns functionality allows you to document marketing campaigns and directly tie them to agents and their sales activities. This helps track the effectiveness of marketing efforts and measure engagement.
What are the benefits of Campaigns?
Using the campaign feature offers several advantages over creating individual agent activities:
- Mass Management: You can add multiple agents to a campaign simultaneously, saving time and effort compared to setting up activities for each agent individually.
- Sales Team Assignment: Sales teams can be automatically assigned to their respective agents, streamlining communication and coordination.
- Centralized Tracking: Campaigns provide a single view to track marketing efforts.
Maximize Your Campaign
1. Segment by Line of Business
- Create separate campaigns for each line of business.
2. Add Attendees
- When you add an agent to a campaign in Core, the system automatically creates a follow-up on the external sales team's dashboard.
You can add sales team members to the agent profile in Core.
Important Terms
Campaigns: This section in Core is used by sales and marketing teams to create marketing campaigns and track agent participation. It also supports mass follow-ups by the sales team.