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🛢Campaign Funnel Setup
Step 1.1 - Copy over the Funnel
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Custom Values for Funnel
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⚙ Custom Values
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7min

Custom Values for Funnel



Note About Custom Values in Campaigns

Each campaign will likely need its own set of custom values. Some will be exclusive to the particular campaign while some custom values can be used across different campaigns. Because there are many values that need to be created they are not all listed here. Its best to reference one of the Demo Accounts (Demo Dentist) and referencing the Custom Values under setting to determine which custom values need to be setup. There may be times when a client is setup and was not created using a recent snapshot. If this happened the standard custom values may not have been copied over. If this is the case they will need to be manually created.

⭐ See: ⚙ Custom Valuesfor the most up to date custom values.





Campaign Specific Custom Values

Here are the campaign specific custom values for an offer.



Document image

Campaign Non-Specific Custom Values

These are values that are used in the campaign but can be used across campaigns or in other uses. Examples of these are:

  • Business Name
  • Address
  • Business Hours
  • City
  • State
  • Doctor Name

Some examples:



Updated 28 Apr 2020
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TABLE OF CONTENTS
Campaign Specific Custom Values
Campaign Non-Specific Custom Values