How to setup the Campaign CRM

The campaign CRM, called Contacts, allow you to collect and measure the leads generated by a campaign.

Integration with Wordpress

The CRM capture automatically leads from Wordpress via our Lead Tracker plugin that synchronize the Contact Form 7 Database with the CRM.

To download the plugin, go to the Contacts tab in a campaign, then click "Setup Campaign Lead Tracking". You will find a download link. Click it, download the archive and unzip it.

Follow then the instructions in the "Download and Install Plugins" Word file, then in the instructions from the "Copy and Paste Campaign Token" Word file.

Notifications

You are by default notified for every new lead captured. If you need to turn it off, you can go to the Notification settings to turn it off.

Manage Sources

You can automatically tag incoming leads based on their capture URL. By example, if your lead was capture on http://www.example.com/contact-us page, you might want to tag them as Contact. But if the lead was captured on a specific landing page ( Custom Space Shuttle Construction by example ), you would want to tag it differently ( Space Shuttle by example ).