leadsdashboardcom.freedomsoft.production.s3.amazonaws.com/downloads/...step%#1:!click!the!“newleadcampaign...
TRANSCRIPT
![Page 1: LeadsDashboardcom.freedomsoft.production.s3.amazonaws.com/downloads/...STEP%#1:!Click!the!“NewLeadCampaign ”buon to!getstarted!and!name!your!campaign.! STEP%#2:!Selectthe!Campaign!Type,!from!Direct](https://reader034.vdocuments.site/reader034/viewer/2022050303/5f6bac89fab9b042bc3d246d/html5/thumbnails/1.jpg)
STEP #1: Click the “New Lead Campaign” bu.on to get started and name your campaign.
STEP #2: Select the Campaign Type, from Direct Mail, Online or Manual from the dropdown
menu. Let’s start with a Direct Mail campaign…
Introducing Freedom$o:’s Brand New
Leads Dashboard
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STEP #1: Click the “New Lead Campaign” bu.on to get started and name your campaign.
STEP #2: Select the Campaign Type, from Direct Mail, Online or Manual from the dropdown
menu. Let’s start with a Direct Mail campaign…
STEP #1: Click the “Leads” tab and select Dashboard from the dropdown to view your overall leads dashboard. NOTE: This is a
summaKon of all of your lead campaigns rolled into one quick view dashboard.
![Page 3: LeadsDashboardcom.freedomsoft.production.s3.amazonaws.com/downloads/...STEP%#1:!Click!the!“NewLeadCampaign ”buon to!getstarted!and!name!your!campaign.! STEP%#2:!Selectthe!Campaign!Type,!from!Direct](https://reader034.vdocuments.site/reader034/viewer/2022050303/5f6bac89fab9b042bc3d246d/html5/thumbnails/3.jpg)
STEP #1: Click the “New Lead Campaign” bu.on to get started and name your campaign.
STEP #2: Select the Campaign Type, from Direct Mail, Online or Manual from the dropdown
menu. Let’s start with a Direct Mail campaign…
You’ll be able to see the stats from each individual Lead Campaign by clicking on
My Campaigns tab from the dropdown menu and selecKng the campaign you’d like to view.
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Let’s Create A Direct Mail Leads Campaign First
![Page 5: LeadsDashboardcom.freedomsoft.production.s3.amazonaws.com/downloads/...STEP%#1:!Click!the!“NewLeadCampaign ”buon to!getstarted!and!name!your!campaign.! STEP%#2:!Selectthe!Campaign!Type,!from!Direct](https://reader034.vdocuments.site/reader034/viewer/2022050303/5f6bac89fab9b042bc3d246d/html5/thumbnails/5.jpg)
STEP #1: Click the “New Lead Campaign” bu.on to get started and name your campaign.
STEP #2: Select the Campaign Type, from Direct Mail, Online or Manual from the dropdown
menu. Let’s start with a Direct Mail campaign…
STEP #1: From the Dashboard view, click the “New Lead Campaign” bu.on to create your first lead campaign.
![Page 6: LeadsDashboardcom.freedomsoft.production.s3.amazonaws.com/downloads/...STEP%#1:!Click!the!“NewLeadCampaign ”buon to!getstarted!and!name!your!campaign.! STEP%#2:!Selectthe!Campaign!Type,!from!Direct](https://reader034.vdocuments.site/reader034/viewer/2022050303/5f6bac89fab9b042bc3d246d/html5/thumbnails/6.jpg)
STEP #2: Name your campaign.
STEP #3: Select the Campaign Type choosing either Direct Mail, Online or Manual from the dropdown menu. Let’s
start with a Direct Mail campaign…
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Here’s your new Leads Campaign.
STEP #4: For a Direct Mail campaign you can enter the size of your mailing by clicking on this box and then entering the number of mail pieces you sent.
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STEP #5: And, you can click this box to enter the total cost of your Direct Mail campaign.
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As your campaign generates leads, it will automaKcally track it’s performance.
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To automaKcally add leads to your Direct Mail campaign, you can choose from 3 opKons. (1) Email To This
Campaign (2) Web Form and (3) Share
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The Email To This Campaign opKon allows you to add leads automaKcally to any campaign by sending an email to the unique email address associated with each campaign. NOTE: This is perfect if you’re using a phone/voicemail system that allows you to set an
email noKficaKon whenever you receive new incoming calls and/or messages. Just add the Email To This Campaign email address as the noKficaKon email on your phone system and the leads will automaKcally add to the correct campaign.
![Page 12: LeadsDashboardcom.freedomsoft.production.s3.amazonaws.com/downloads/...STEP%#1:!Click!the!“NewLeadCampaign ”buon to!getstarted!and!name!your!campaign.! STEP%#2:!Selectthe!Campaign!Type,!from!Direct](https://reader034.vdocuments.site/reader034/viewer/2022050303/5f6bac89fab9b042bc3d246d/html5/thumbnails/12.jpg)
The Web Form opKon allows you to add a web form to any website and automaKcally add leads directly into your Leads Campaign. NOTE: You can also choose an exisKng FreedomSo\ web form if you would like to add leads to this campaign from an exisKng website instead of using the new web
form created by the campaign.
![Page 13: LeadsDashboardcom.freedomsoft.production.s3.amazonaws.com/downloads/...STEP%#1:!Click!the!“NewLeadCampaign ”buon to!getstarted!and!name!your!campaign.! STEP%#2:!Selectthe!Campaign!Type,!from!Direct](https://reader034.vdocuments.site/reader034/viewer/2022050303/5f6bac89fab9b042bc3d246d/html5/thumbnails/13.jpg)
The Share opKon allows you to share a public link with anyone so they can add leads directly to your campaign without the need to grant access to your FreedomSo\ account. NOTE: This is perfect if you have virtual assistants helping you generate leads. Simply share the link with them and the leads will
drop right into this campaign automaKcally.
![Page 14: LeadsDashboardcom.freedomsoft.production.s3.amazonaws.com/downloads/...STEP%#1:!Click!the!“NewLeadCampaign ”buon to!getstarted!and!name!your!campaign.! STEP%#2:!Selectthe!Campaign!Type,!from!Direct](https://reader034.vdocuments.site/reader034/viewer/2022050303/5f6bac89fab9b042bc3d246d/html5/thumbnails/14.jpg)
Let’s Create An Online Leads Campaign Next
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STEP #1: A\er clicking the New Lead Campaign bu.on from the dashboard, name your campaign.
STEP #2: Select Online from the dropdown menu and click the Create Leads Campaign bu.on.
![Page 16: LeadsDashboardcom.freedomsoft.production.s3.amazonaws.com/downloads/...STEP%#1:!Click!the!“NewLeadCampaign ”buon to!getstarted!and!name!your!campaign.! STEP%#2:!Selectthe!Campaign!Type,!from!Direct](https://reader034.vdocuments.site/reader034/viewer/2022050303/5f6bac89fab9b042bc3d246d/html5/thumbnails/16.jpg)
Here’s your New Leads Campaign.
NOTE: Unlike in a Direct Mail campaign where you enter your campaign size, when you create
an Online campaign the campaign size is automaKcally calculated based on the number
of clicks you get to your online ads.
![Page 17: LeadsDashboardcom.freedomsoft.production.s3.amazonaws.com/downloads/...STEP%#1:!Click!the!“NewLeadCampaign ”buon to!getstarted!and!name!your!campaign.! STEP%#2:!Selectthe!Campaign!Type,!from!Direct](https://reader034.vdocuments.site/reader034/viewer/2022050303/5f6bac89fab9b042bc3d246d/html5/thumbnails/17.jpg)
STEP #3: Click this box to enter the Cost / Budget of your online campaign here.
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STEP #4: Each Online campaign provides you with a unique tracking link. Use this link in your online
adverKsing to track the number of clicks your ad is receiving. The number of clicks on this link will become your Campaign size.
![Page 19: LeadsDashboardcom.freedomsoft.production.s3.amazonaws.com/downloads/...STEP%#1:!Click!the!“NewLeadCampaign ”buon to!getstarted!and!name!your!campaign.! STEP%#2:!Selectthe!Campaign!Type,!from!Direct](https://reader034.vdocuments.site/reader034/viewer/2022050303/5f6bac89fab9b042bc3d246d/html5/thumbnails/19.jpg)
STEP #5: Then, simply set the desKnaKon URL (or website) that you want visitors to land on a\er they click on the campaign link.
![Page 20: LeadsDashboardcom.freedomsoft.production.s3.amazonaws.com/downloads/...STEP%#1:!Click!the!“NewLeadCampaign ”buon to!getstarted!and!name!your!campaign.! STEP%#2:!Selectthe!Campaign!Type,!from!Direct](https://reader034.vdocuments.site/reader034/viewer/2022050303/5f6bac89fab9b042bc3d246d/html5/thumbnails/20.jpg)
NOTE: The Email To This Campaign, Web Form and Share lead capture opKons work the same for all campaign types.
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You Can Add Leads Quickly To Any AcKve Campaign…Here’s How
![Page 22: LeadsDashboardcom.freedomsoft.production.s3.amazonaws.com/downloads/...STEP%#1:!Click!the!“NewLeadCampaign ”buon to!getstarted!and!name!your!campaign.! STEP%#2:!Selectthe!Campaign!Type,!from!Direct](https://reader034.vdocuments.site/reader034/viewer/2022050303/5f6bac89fab9b042bc3d246d/html5/thumbnails/22.jpg)
STEP #1: Click the “New Lead Campaign” bu.on to get started and name your campaign.
STEP #2: Select the Campaign Type, from Direct Mail, Online or Manual from the dropdown
menu. Let’s start with a Direct Mail campaign…
STEP #1: Click the “New Lead” bu.on to quickly add leads…
![Page 23: LeadsDashboardcom.freedomsoft.production.s3.amazonaws.com/downloads/...STEP%#1:!Click!the!“NewLeadCampaign ”buon to!getstarted!and!name!your!campaign.! STEP%#2:!Selectthe!Campaign!Type,!from!Direct](https://reader034.vdocuments.site/reader034/viewer/2022050303/5f6bac89fab9b042bc3d246d/html5/thumbnails/23.jpg)
STEP #2: Select the Lead Campaign you want to add a lead to from the dropdown menu. Then, simply enter the details of your lead and click Save Lead.