The campaign matrix allows marketing events to be associated with activities and agent outcomes in the bConnected platform. It establishes direct relationships between marketing events and agent activities/outcomes. The campaign matrix is setup with each entry considered a lead source, requiring a unique DNIS and 800 number. It builds relationships by assigning lead sources to agent groups, controlling which agents can handle records. Properly structuring the campaign matrix provides visibility into return on marketing dollars and conversion performance based on the level of detail in breaking down marketing events.

1. Campaign Matrix & Lead Sources

2. Overview What is the Campaign Matrix How the Campaign Matrix is setup Relationships built through the Campaign Matrix Elements of the Campaign Matrix Agents to Lead Source relationships Structuring “Your” Matrix Summary Questions Campaign Matrix

3. Campaign Matrix What is the Campaign Matrix The Campaign Matrix allows MARKETING EVENTS to be associated with activities inside the bConnected platform. 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. 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.

4. Campaign Matrix How is the Campaign Matrix Setup Each entry in the Campaign Matrix (line item) is considered a LEAD SOURCE. At a minimum each Lead Source REQUIRES a unique combination of DNIS and 800 number . 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. The Campaign Matrix is maintained through a spreadsheet, enabling easy editing and transmission of the data

5. Campaign Matrix Relationships built through the Matrix

6. Campaign Matrix Elements of the Matrix Action Status Program Campaign Sales Channel Lead Source Weight Lead Source Type Lead Source Type Priority Media Type Agent # LG Suffix Referral Creative Offer Segment Market Territory Event ID Job # Internal Job # External Promo Code Media Path 800# DNIS URL Referring URL Start Date End Date Partner Code

7. Campaign Matrix Agent to Lead Source Relationship Each Lead Source, once established, will need to be associated with an Agent Group, which can consist of one or more agents. 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. 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.

8. Campaign Matrix Structuring “Your” Campaign Matrix Identify the LEVEL of visibility that you are looking for when assessing return on marketing dollars, conversion performance, etc. 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 You will need to comply with the standard bConnected campaign matrix template that will be provide by Connextions

9. Campaign Matrix Summary The campaign matrix is a VERY powerful tool enabling accurate and systematic assignment of marketing events to agent activities. You, as an organization, have the ability to identify HOW detailed or granular you want your events to be broken down. The matrix is the cornerstone for the relationships between marketing events and agent activities in the bConnected platform. Based on the agent to lead source relationship Agents will be granted access to, or restricted from, certain contact records You will need a unique DNIS and 800 # for each Lead Source entry in your campaign matrix You will need to comply with the standard bConnected campaign matrix template that will be provide by Connextions

10. Campaign Matrix Questions How many Lead Sources do you plan on releasing for Go Live? Do you have a requirement for certain agents to handle specific lead sources? If yes…please describe these agent groups, and lead sources. Other questions