Marketing – Campaign List

Marketing can take many forms for your business, and staying ahead of the Mortgage industry requires managing many marketing campaigns at once. In the BNTouch CRM, you can stay apprised of your various ongoing campaigns easily using the Marketing Campaign List.

To access your list of available campaigns, simply click the Marketing tab from anywhere in BNTouch. By default, the Campaign List will display when you open this tab. If you are working within campaigns or otherwise navigating this tab, you can always return to this screen by clicking the “Campaigns” sub-tab.

From this list, you will be able to see a brief overview of the marketing campaigns in your CRM. They will be listed as rows below, and you can always find any campaign using the Search Box above the list.

Campaigns are also sorted by “Group.” You’ll notice that the color to the left of a campaign will have a group name listed; you can filter the list to show only a specific group by clicking the tab of that color at the top of the page. To view the full list again, just click “Show All” in the top-left corner.

For each campaign, a Name will appear in blue and a short description will show beneath it. You can click this blue Campaign Name link to access the Step List for the campaign. If you want to learn more about editing the steps in an individual campaign, please watch our “Adding and Using Campaign Steps” training video in this series.

Additional columns to the right will display further information about the campaign. The “Steps” column will show how many steps are contained in the campaign, and “Length” will show how many days separate the first and last step.

If the campaign has multi-language support, the available languages will display along with the number of steps that are supported in that language.

Campaigns that have a non-zero number in the “Triggers” column are “Automated Campaigns”. This means that certain “trigger” conditions have been set for when and how the campaign is started for clients in your CRM. The number in the “Triggers” column represents how many criteria are set for the campaign, not how many times the campaign has been started this way.

If the campaign is set to run on weekends or exclude them from its interval count, “Run” or “Exclude” will be shown. If “Yes” appears in the “Template” column, that campaign uses the default template for your account and will override any templates selected for steps within the campaign.

The owner of the campaign and the date it was created will appear to the right, along with an “Edit” pencil icon and “Delete” X icon. While clicking the campaign name will bring you to the Step List, clicking the “Edit” icon will let you change the settings of the campaign.

The “Quick Setup” button for a campaign will open a wizard that will guide you through adding recipients and starting a campaign. To learn more about this feature, please watch our “Quick Setup Marketing Wizard” training video in this series.

If you want to make a campaign you’ve created available for other BNTouch users, click the “Publish” button to add it to the Content Exchange.

To modify several campaigns at once, you can use the checkboxes to the left of a campaign’s name and the buttons above the list.

“Import from CE” will take you to the Content Exchange, where you can find premade campaigns made available by BNTouch and its users.

“Copy Campaign” allows you to duplicate selected campaigns, including all steps and settings. Be sure to rename campaigns copied this way.

To make another CRM user the owner of a campaign, use the “Assign Rights” button. This will allow them to edit or remove the campaign as if they were the creator.

The “Mark as Hidden” and “Mark as Visible” buttons allow you to show or hide selected campaigns. This may be to trim your campaign list, avoid editing original copies of campaigns, or any other reason, but you can always view Visible, Invisible, or All campaigns using the menu in the upper-right.

To change the colored campaign croups, customize their names, and re-order them, click the “Edit Groups” button.

Lastly, if any campaigns have been deleted and must be recovered, click the “Campaign Recovery” button. This will show any deleted campaigns, and you can either permanently remove them or restore them to your Campaign List from here.