Introducing the Add to Campaign Widget – Knowledge Base

We’re excited to introduce the Add to Campaign widget - a powerful tool that allows you to seamlessly add contacts to campaigns, ensuring timely and targeted follow-ups.

Why You'll Love It:

Empower Your Reps – Equip your team with a list of high-potential leads for future follow-ups.
Boost Conversions - With well-timed, personalized outreach.
Stay Effortlessly Organized – Say goodbye to inefficient lead management.

With the Add to Campaign widget, you can optimize engagement, improve efficiency, and drive more conversions - effortlessly.

FAQ

As an admin setting up the campaign, what should the Campaign Start and End dates be?
You can set the campaign's start and end dates in the future. These dates determine when representatives will be assigned to the campaign for outreach.

For example, if you're setting up an iPhone launch campaign where reps will conduct outreach throughout September, you should set:

Start Date: September 1
End Date: September 30

What should I set my campaign priority at?
Admins set campaign priority when they create a campaign. For example, if an iPhone pre-order campaign should take precedence over another one, the admin should make it a high-priority campaign from the beginning.

Can an account be part of multiple campaigns?
Yes, an account can appear in multiple campaigns based on priority settings and scrubbing rules. For guidance on managing this, reach out to your Statflo Account Manager.

Will the Add to Campaign widget disappear once a campaign is live?
No, the widget remains available. A campaign will stay visible in the widget until its end date passes. You can add accounts to a campaign until that point. If an account is already included, it will appear greyed out in the widget.

👇 Get Started

Step 1 – Create a Campaign

Follow this guide to upload a campaign to Statflo:

🔗How to Upload a Campaign to Statflo

Step 2 – Add a Customer to a Campaign

1. Click on the Conversations tab in the navigation bar.

2. Select the Customer you want to add to a campaign. Click the Add to Campaign widget at the bottom right.

3. Choose the Campaign and click Add. A confirmation pop-up will appear. Click Confirm to proceed.

Best Practices for Capturing Leads

The Add to Campaign widget is a great way to track leads and soft shoppers based on their interests. However, reps must always obtain customer consent before adding them to a campaign to ensure compliance.

Key Steps for Coaching Reps:

1️⃣ Create the Lead in the system.

2️⃣ Send the Consent Chat Starter to request permission.

3️⃣ Add the Lead to the Campaign using the Add to Campaign widget.