How to Create and Manage Marketing Campaigns in SalesExec

Marketing Campaigns in SalesExec help organizations organize and track leads generated by specific marketing initiatives.

Campaigns allow administrators to segment leads from a Lead Source into individual marketing efforts, making it easier to measure acquisition costs, monitor budgets, and evaluate sales performance.

For example, a business may purchase leads from the same provider but run separate campaigns for different products, geographic markets, or promotional periods.

SalesExec supports both short-term campaigns, such as seasonal promotions or paid advertising initiatives, and ongoing lead acquisition campaigns.

Campaigns work alongside Marketing Channels and Lead Sources to establish a structured approach to marketing attribution.

In this example, the Lead Source identifies where leads originate, while the Campaign distinguishes the specific marketing initiative associated with those leads.

This allows organizations to compare campaign performance even when multiple campaigns share the same Lead Source.

SalesExec Campaigns allow administrators to:

This opens the administration screen where you can add and manage Marketing Channels, Lead Sources, and Campaigns.

Screenshot: Navigating to Marketing Channels, Lead Sources, and Campaigns.

At the top-right of the configuration screen, you can switch between:

Select Campaigns to view and manage your existing marketing campaigns.

Examples of campaign names include:

Choose names that clearly distinguish each marketing initiative.

Important: SalesExec allows duplicate Marketing Channel, Lead Source, and Campaign names. However, unique naming conventions are recommended to prevent confusion and maintain consistent reporting.

Select the appropriate Owner for your campaign.

SalesExec supports corporate and branch-level ownership.

Corporate Ownership

When a campaign is assigned to the corporate level, users throughout your organization can access it when manually adding leads.

This is useful for company-wide marketing programs or campaigns shared across multiple locations.

Branch Ownership

When a campaign is assigned to a specific branch, access is limited to users associated with that branch.

This is useful when individual branches manage their own marketing campaigns.

Example:

A home services company operates branches in Phoenix, Tucson, and Las Vegas.

The company runs a national promotional campaign available to all locations, so the administrator assigns it to corporate ownership.

The Phoenix branch also runs a local direct mail campaign. That campaign is assigned to the Phoenix branch so its users can select the appropriate campaign when entering leads.

Why ownership matters: Correct ownership helps ensure representatives can access the campaigns relevant to their branch or organization.

SalesExec allows administrators to enter campaign pricing and budget information.

These fields help document how much your organization is spending to acquire leads.

Price per Lead

Enter the amount your organization pays for each lead associated with the campaign.

For example, if a provider charges $25 per lead, enter $25 as the Price per Lead.

Total Budget

Enter the budget allocated to the campaign.

For example, if your organization allocates $5,000 to a marketing initiative, enter that amount as the Total Budget.

The appropriate values depend on how your organization purchases or generates leads.

Example: Allocating a Provider Budget

Suppose your company purchases mortgage leads from LendingTree and has a total acquisition budget of $20,000.

You may decide to allocate $8,000 of that budget to a Refinance Short Form campaign and the remaining amount to other campaigns.

SalesExec allows you to document the budget allocated to the individual campaign.

Important: Price per Lead and Total Budget provide useful campaign cost references. Do not assume these settings automatically enforce spending limits or stop lead delivery when a budget is reached.

You can designate a Start Date and Time and Stop Date and Time for your campaign.

These settings help establish when a marketing initiative is intended to begin and end.

Example:

A company plans to run a seasonal promotion from October 1 through October 31.

The administrator can enter those dates when creating the campaign.

For ongoing acquisition programs, you can leave the campaign without predefined start and stop dates and manage its status manually.

After entering the campaign information:

Associating the campaign with a Lead Source helps maintain the relationship between the provider generating the leads and the marketing initiative being tracked.

Example:

This structure allows leads generated through LendingTree's refinance program to be segmented separately from other campaigns associated with the same provider.

Screenshot or animation: Adding a Campaign and associating a Lead Source.

SalesExec provides controls for starting and stopping campaigns.

These controls are particularly useful when campaigns do not have predefined start and stop dates.

If you did not specify a Start Date and Stop Date:

This marks the beginning of the campaign.

Screenshot: Starting a Campaign.

When a campaign has ended, use the available campaign controls to stop it.

This helps administrators distinguish ongoing marketing initiatives from campaigns that are no longer active.

Best Practice: For short-term marketing initiatives, specify start and stop dates whenever possible. For ongoing acquisition programs, review campaign status periodically and update it as needed.

Campaign budgeting is particularly useful when organizations purchase leads from multiple providers or operate several campaigns simultaneously.

Consider the following example:

These values are illustrative.

Separating campaigns allows administrators to document different lead acquisition costs and budget allocations for each marketing initiative.

It also provides useful context when reviewing sales performance.

For example, a campaign with a higher Price per Lead may still be valuable if it produces a higher percentage of appointments or completed sales.

When evaluating campaign performance, consider acquisition costs alongside lead quality and sales outcomes.

Use Descriptive, Unique Campaign Names

Choose names that clearly identify the marketing initiative.

For example, Google Search – Phoenix – October is more informative than Campaign 1.

Associate Campaigns with the Correct Lead Source

Confirm that each campaign is associated with the provider or origin responsible for generating its leads.

Assign Ownership Carefully

Use corporate ownership for campaigns shared throughout the organization and branch ownership for location-specific initiatives.

Configure Budgets Based on Your Acquisition Model

Use Price per Lead for campaigns with per-lead acquisition costs and Total Budget to document allocated marketing spend.

Use Start and Stop Dates for Time-Limited Campaigns

Establish campaign dates for promotions, seasonal initiatives, and other marketing activities with defined durations.

Review Ongoing Campaigns Regularly

For campaigns without predefined end dates, periodically review whether they should remain active.

Coordinate with Your Marketing Team

Ensure campaign names, budgets, acquisition costs, and dates align with the marketing team's records.

Avoid Unnecessary Campaign Duplication

Create separate campaigns when there is a meaningful need to distinguish marketing initiatives, costs, or performance.

A Campaign represents a specific marketing initiative used to segment leads from a Lead Source.

Campaigns help organizations organize marketing activities, document acquisition costs, and evaluate performance.

A Lead Source identifies where a lead originates, while a Campaign identifies the specific marketing initiative associated with that source.

For example, LendingTree may be the Lead Source, while Refinance Short Form is the Campaign.

Yes. Organizations can use multiple campaigns to segment leads generated by the same Lead Source.

This is useful when tracking different products, promotions, geographic markets, or acquisition programs.

Yes. Campaign settings allow administrators to enter a Price per Lead to document the acquisition cost associated with a campaign.

Yes. SalesExec provides a Total Budget field that can record the acquisition cost and the amount allocated to a marketing initiative.

The campaign budget is described as a reference field. This article does not establish that SalesExec automatically stops a campaign or blocks lead delivery when its budget is exhausted.

Yes. Campaigns can be configured without predefined start and stop dates and managed using the available campaign controls.

Navigate to the Campaigns configuration screen, locate the campaign, and select Start when applicable.

Use corporate ownership when the campaign should be available across the organization. Use branch ownership when it should be available only to users associated with a particular branch.

Yes. SalesExec allows duplicate Campaign names, but unique names are recommended for clearer attribution and reporting.