How to Update Campaign Data in Lead Manager?
Introduction
Campaign data accuracy and up-to-date is crucial for optimizing marketing strategies and ensuring effective communication with prospective students. Whether you need to correct data entry errors, update campaign classifications, or adjust tracking for offline campaigns, having precise campaign data is essential for making informed decisions and targeting your outreach effectively.
This article provides a comprehensive guide on how to efficiently update campaign data in the Leads Manager . By following these steps, you can change your campaign date , allowing for better decision-making and more targeted marketing strategies.
Step-by-Step Guide to Update Campaign Data
- You can go to the Lead Manager and access the Manage Leads section.
- Use the relevant filters in the Leads Manager to filter out the leads that need to update.
- For example, if you want to change the source of leads whose origin is offline and the current source is "test," apply the following filters:
- Lead Origin > Equals > Offline
- Campaign Source > Equals > Test
- Ensure that lead origin is selected at least one time
- After applying the filters, review the list of leads that meet your criteria. Select the leads you want to update by clicking on the check box.
- Then, click on the three dots near the import button and choose “ Update campaign data “ from the dropdown menu.
- A popup named "Bulk Update Campaign Data" will appear. In this popup, map the source, medium, and campaign name fields that need to be updated.
- After mapping the necessary fields, click the save button to update the campaign data for the selected leads.
Important Limitation
It's important to note that only 100 leads can be updated at a time using this method. If you need to update more leads, you will need to repeat the process in batches of 100.
By following these steps, you can ensure that your campaign data remains accurate and up-to-date, supporting better marketing decisions and more effective strategies.
Conclusion
Accurate campaign data is key to driving effective marketing efforts. By using the bulk update feature in Leads Manager, you can efficiently correct or refine campaign details for better segmentation and tracking. This process ensures your outreach stays aligned with your marketing goals and enhances decision-making with cleaner, more reliable data.
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