Campaign Matrix & Lead Sources
<ul><li>Overview </li></ul><ul><li>What is the Campaign Matrix </li></ul><ul><li>How the Campaign Matrix is setup </li></u...
Campaign Matrix <ul><li>What is the Campaign Matrix </li></ul><ul><li>The Campaign Matrix allows MARKETING EVENTS to be as...
Campaign Matrix <ul><li>How is the Campaign Matrix Setup </li></ul><ul><li>Each entry in the Campaign Matrix (line item) i...
Campaign Matrix <ul><li>Relationships built  through  the Matrix </li></ul>
Campaign Matrix <ul><li>Elements of the Matrix </li></ul><ul><li>Action </li></ul><ul><li>Status </li></ul><ul><li>Program...
Campaign Matrix <ul><li>Agent to Lead Source Relationship </li></ul><ul><li>Each Lead Source, once established, will need ...
Campaign Matrix <ul><li>Structuring  “Your”  Campaign Matrix </li></ul><ul><li>Identify the LEVEL of visibility that you a...
Campaign Matrix <ul><li>Summary </li></ul><ul><li>The campaign matrix is a VERY powerful tool enabling  accurate  and syst...
Campaign Matrix <ul><li>Questions </li></ul><ul><li>How many Lead Sources do you plan on releasing for Go Live? </li></ul>...
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Campaign Matrix

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Campaign Matrix

  1. 1. Campaign Matrix & Lead Sources
  2. 2. <ul><li>Overview </li></ul><ul><li>What is the Campaign Matrix </li></ul><ul><li>How the Campaign Matrix is setup </li></ul><ul><li>Relationships built through the Campaign Matrix </li></ul><ul><li>Elements of the Campaign Matrix </li></ul><ul><li>Agents to Lead Source relationships </li></ul><ul><li>Structuring “Your” Matrix </li></ul><ul><li>Summary </li></ul><ul><li>Questions </li></ul>Campaign Matrix
  3. 3. Campaign Matrix <ul><li>What is the Campaign Matrix </li></ul><ul><li>The Campaign Matrix allows MARKETING EVENTS to be associated with activities inside the bConnected platform. </li></ul><ul><li>By properly establishing your marketing events through the campaign matrix the bConnected platform will establish a DIRECT relationship between marketing events AND agent activities/outcomes. </li></ul><ul><li>The campaign matrix enables an agent to be prompted with information when receiving a call that relates to a specific event; this enables custom scripting to be read to the caller, a different sales presentation to be used, etc. </li></ul>
  4. 4. Campaign Matrix <ul><li>How is the Campaign Matrix Setup </li></ul><ul><li>Each entry in the Campaign Matrix (line item) is considered a LEAD SOURCE. </li></ul><ul><li>At a minimum each Lead Source REQUIRES a unique combination of DNIS and 800 number . </li></ul><ul><li>The number of total LEAD SOURCES vary by client; some may have a single lead source, others have hundreds. This is driven by your need for visibility to marketing events. </li></ul><ul><li>The Campaign Matrix is maintained through a spreadsheet, enabling easy editing and transmission of the data </li></ul>
  5. 5. Campaign Matrix <ul><li>Relationships built through the Matrix </li></ul>
  6. 6. Campaign Matrix <ul><li>Elements of the Matrix </li></ul><ul><li>Action </li></ul><ul><li>Status </li></ul><ul><li>Program </li></ul><ul><li>Campaign </li></ul><ul><li>Sales Channel </li></ul><ul><li>Lead Source Weight </li></ul><ul><li>Lead Source Type </li></ul><ul><li>Lead Source Type Priority </li></ul><ul><li>Media Type </li></ul><ul><li>Agent # </li></ul><ul><li>LG Suffix </li></ul><ul><li>Referral </li></ul><ul><li>Creative </li></ul><ul><li>Offer </li></ul><ul><li>Segment </li></ul><ul><li>Market </li></ul><ul><li>Territory </li></ul><ul><li>Event ID </li></ul><ul><li>Job # Internal </li></ul><ul><li>Job # External </li></ul><ul><li>Promo Code </li></ul><ul><li>Media Path </li></ul><ul><li>800# </li></ul><ul><li>DNIS </li></ul><ul><li>URL </li></ul><ul><li>Referring URL </li></ul><ul><li>Start Date </li></ul><ul><li>End Date </li></ul><ul><li>Partner Code </li></ul>
  7. 7. Campaign Matrix <ul><li>Agent to Lead Source Relationship </li></ul><ul><li>Each Lead Source, once established, will need to be associated with an Agent Group, which can consist of one or more agents. </li></ul><ul><li>Lead Source relationships are critical for ALL lead sources; these relationships control which agent(s) are able to handle a certain record inside the platform. </li></ul><ul><li>These relationships are crucial when dealing with Affinity Relationships/Partnerships that require a different skill set, scripting, licensing, etc in order for an agent to properly assist the customer. </li></ul>
  8. 8. Campaign Matrix <ul><li>Structuring “Your” Campaign Matrix </li></ul><ul><li>Identify the LEVEL of visibility that you are looking for when assessing return on marketing dollars, conversion performance, etc. </li></ul><ul><li>If you choose to break your marketing events out, for example, by specific television channel – remember you will need a unique DNIS and 800 # for each entry in your campaign matrix </li></ul><ul><li>You will need to comply with the standard bConnected campaign matrix template that will be provide by Connextions </li></ul>
  9. 9. Campaign Matrix <ul><li>Summary </li></ul><ul><li>The campaign matrix is a VERY powerful tool enabling accurate and systematic assignment of marketing events to agent activities. </li></ul><ul><li>You, as an organization, have the ability to identify HOW detailed or granular you want your events to be broken down. </li></ul><ul><li>The matrix is the cornerstone for the relationships between marketing events and agent activities in the bConnected platform. </li></ul><ul><li>Based on the agent to lead source relationship Agents will be granted access to, or restricted from, certain contact records </li></ul><ul><li>You will need a unique DNIS and 800 # for each Lead Source entry in your campaign matrix </li></ul><ul><li>You will need to comply with the standard bConnected campaign matrix template that will be provide by Connextions </li></ul>
  10. 10. Campaign Matrix <ul><li>Questions </li></ul><ul><li>How many Lead Sources do you plan on releasing for Go Live? </li></ul><ul><li>Do you have a requirement for certain agents to handle specific lead sources? If yes…please describe these agent groups, and lead sources. </li></ul><ul><li>Other questions </li></ul>

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