Add advisors to meeting campaign
How to Add a Advisor to your Campaign & Segment
- Go to Vidcalls.live | Admin Dashboard
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2. Click on Campaigns
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3. Under Departments Campaign
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4. Click on Advisor
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5. Click on Invite Team Members
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6. This the list of Advisors available to add to the campaign
NOTE: This is only advisors who have registered and not been added to campaign yet. Advisors must be added to the Departments campaign before being added to the segment.
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7. Click on Add to Campaign
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8. Return to Campaigns tab
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9. Click on Segments
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10. Here you will see the list of your segments
Go to the segment you want to assign advisors to
For our purposes we will use “Sales”
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11. Click on dropdown trigger
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12. Click on Add More Members
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13. This is a list of available members who have not been assigned to that segment
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14. Select the advisor you wish to add to the Sales Segment
For this example we’ll use Lauren Smith
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15. Click on Add to Segment
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16. Click on Confirm
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17. They are now added!
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18. To view members in each segment
19. Click on Segments
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20. Click on dropdown trigger for segment whose member you want to view
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21. Click on View Members
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22. Here is the list of Sales Segment Members
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23. And the new member
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24. To View Campaign Members
25. Click on Advisors
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26. Click on View Members
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27. Here you can see all register advisors who have been added to the campaign
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28. You can also remove members as needed
Note
Removing members will only remove them from the campaign & the campaign segment.
This means they will no longer receive inbound customer meeting requests from the DEPARTMENT Meeting Campaign.
They will still be registered as an advisor or seat under the account. To remove them completely see the “Advisor Guide”
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How to View Campaign Members
1. Return to “Campaign Tab”
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2. Click on “Advisors”
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3. Click on “View Members”
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4. Now you can see all registered advisors who have been added to the campaign
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How to Remove a Member
Removing members will only remove them from the campaign & the campaign segment.
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