What is Campaign Router? How to create a Campaign Router?

Modified on Tue, 3 Sep at 5:48 PM

Note: This feature is available only to users on the Advanced subscription plan.

Pre-requisite: You must have created an organization in Leadmonk to make use of Campaign Router features.

Note: Router configuration can be done only by users with admin/owner role

Drive pipeline from marketing campaigns

Seamlessly embed smart booking links in nurture campaigns, newsletters, and product announcements.
Empower prospects to schedule meetings instantly with the perfect rep, eliminating the need for multiple links.
Say goodbye to managing separate links for each campaign or rep.
Intelligent rules ensure every prospect gets routed to the best suited salesperson, maximizing conversion potential.
Track ROI like never before. Meetings booked through smart links automatically populate your CRM, providing a clear link between marketing efforts and open opportunities.

Here's how it works

Embed a single smart booking link in your marketing materials.
Intelligent algorithms route prospects to the ideal rep based on pre-defined rules.
Meetings are automatically created and updated in your CRM, providing valuable campaign insights.

Benefits

Faster Conversions: Convert website visitors and email leads into qualified appointments instantly.
Improved Lead Nurturing: Deliver personalized engagement experiences thanks to smart routing.
Enhanced Sales Efficiency: Route prospects to the best-suited reps, optimizing sales team productivity.
Data-Driven Decisions: Gain clear insights into campaign effectiveness with accurate ROI tracking.

What is the use of Campaign Router?

Campaign router is used to generate smart booking link which can be used in your nurture campaigns, newsletters, and product announcements. This will empower prospects to schedule meetings instantly with the right rep without the back and forth, eliminating the need for multiple links.

Here is a video on how you can setup a campaign router to automate booking meetings from marketing emails:

How to create a campaign router

Step-by-Step Guide:

1. Access the Campaign Router Page:

Go to Router => Campaign Router in your Leadmonk dashboard.

2. Create a New Router:

Click the + Create new button.
Enter a name for your campaign router and click Create.

3. Add Meeting Queues:

Click the + icon to add meeting queues.
Select existing queues or create new ones by clicking "Creating queue".
Recommended: Add an ownership queue to route leads to the contact/company owner (HubSpot) or lead/account/contact owner (Salesforce).
Add a fallback queue for leads that don't exist in your CRM.

Select a meeting queue from the popup dialogue. You can also create one by clicking on "Creating queue" button.

4. Define Routing Criteria (Optional):

Add meeting queues based on CRM properties to further refine routing.

5. Generate the Smart Booking Link:

Click the "Link" button in the toolbar.
In the popup, click "Edit mapping".
Specify the placeholder value for the email address parameter based on your marketing platform (e.g., HubSpot, Marketo, Pardot).
Add other URL parameters as needed (e.g., first name, last name).
Click "Generate link with new mapping" and "Copy link" to copy the smart booking link.

6. Use the Smart Booking Link:

Add the generated link to your marketing campaign emails.

This campaign URL works seamlessly with Mailchimp, HubSpot, Marketo, and other popular platforms.

Important Notes:

Changes to URL parameters require regenerating the link.
Campaign routers support any form properties defined in your account.
Ensure necessary information is included in the URL for accurate routing based on form properties.

When a user clicks on the smart booking link in your marketing campaign email, Leadmonk immediately retrieves the lead's data from your CRM. Based on the routing rules set up in your campaign router, the lead is then directed to the appropriate sales representative. The sales rep's booking page is then displayed to the lead.

Benefits of Using a Campaign Router:

Automation: Streamline lead distribution and reduce manual effort.
Efficiency: Ensure leads are assigned to the most appropriate sales representatives.
Improved Customer Experience: Provide a faster and more personalized response to leads.

By following these steps and understanding the key concepts, you can effectively create and use campaign routers in Leadmonk to optimize your sales processes and improve lead conversion rates.

How to view a campaign router

To view an handoff router, you will need to:

Go to the Router => Campaign Router page.
Click the name of the campaign router that you want to view.
This will open the campaign router details page.

This page shows the details of the campaign router, including the name, form, queues, and what happens when none of the queues are hit.

How to edit a campaign router

To edit an handoff router, you will need to:

Go to the Router => Campaign Router page.
There look for the campaign router that you want to edit.
Click the Edit icon shown on that campaign router.
This will open the Edit campaign router dialog box.
Make the desired changes to the campaign router.
Click the Save button.

How to delete a campaign router

To delete a campaign router, you will need to:

Go to the Routers => Campaign Router page.
There look for the campaign router that you want to delete.
Click the Delete icon shown on that campaign router.
A confirmation dialog will appear. Click the Yes button to delete the campaign router.
This deletion activity can not be reversed.