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

Modified on Wed, 28 Feb 2024 at 03:51 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.

How to create a campaign router

To create a campaign router in Leadmonk, you will need to:

Go to the Router => Campaign Router page.

Click the + Create new button.

This will open the Create router dialog box.

Router Info Tab

In the "Router info" tab,

Enter a name for your campaign router.
Specify the queues that you want to use for the campaign router. You can specify the order of the queues as well here. Queues are processed in the sequence they are placed in the handoff router. Once a queue is processed successfully, further queues processing of handoff lead stops.
Its recommended to add ownership queue here and a fall back queue if a lead/contact does not exist in CRM.
Click the Create button to create a new campaign router.

Actions Tab

In the "Actions" tab, you can specify what should happen when none of the queues are hit, select an option from the when none of the queues are hit drop-down list.

Show thank you message: This option displays a popup message to the inbound lead. You can customize the message text to be shown.
Redirect to a page: This option redirects inbound lead to an external webpage.

Link Tab

Here you can generate a campaign URL to pass specific information from your email campaigns.

Standard fields shown in every campaign router are:

First Name
Last Name
Email
Company

You can customize your campaign URL by adding or deleting form properties as needed. You can use placeholders or default text for URL parameter values. Whenever you add/modify URL params, campaign URL automatically gets generated with the latest information.

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

Important Reminder:

Changes to URL parameters are not saved within the campaign router. You'll need to regenerate the URL with the desired parameters each time you want to use it.

Flexible Parameter Support:

Campaign routers accommodate any and all form properties defined in your account as URL parameters. This allows you to tailor the information passed to meet specific routing needs.

Essential for Routing Criteria:

To utilize form properties as routing criteria in meeting queues assigned to this campaign router, ensure the necessary information is included in the URL. This is crucial for accurate and effective lead distribution.

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.