2. Marketing

• Source
• Campaigns
• Lead ID
• SMS Campaign
• Mail Campaign
• Facebook Integration
• Marketing Reports

Source

Overview

Sources represent where a lead originally came from — for example, Facebook, Instagram, WhatsApp, or a Hotline. Each source shows how many leads it has generated.

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Sources List

The sources page displays:

Column	Description
Name	The source name (e.g., Facebook, WhatsApp, Brokers).
Leads Count	Total number of leads generated from this source.
Groups	The group this source belongs to (e.g., Social Media, Brokers).
Actions	Edit or Delete the source.

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How to Add a New Source

1. Click Add New.
2. Enter the source Name (e.g., TikTok, Snapchat).
3. Assign it to a Group if applicable (e.g., Social Media).
4. Save.

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Key Things to Know

• Sources can be grouped (e.g., Facebook, Instagram, WhatsApp all under "Social Media").
• The Leads Count updates automatically as leads come in from that source.
• Sources are selected when creating a Lead ID.

Campaigns

Overview

Campaigns represent specific marketing efforts linked to a source. For example, a Facebook campaign running for a specific project during a specific period.

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Campaigns List

The campaigns page displays:

Column	Description
Name	Campaign name.
From	Campaign start date.
To	Campaign end date.
Budget	The allocated budget for this campaign.
Target	The lead target number.
Actions	Edit, Online, Landingpage, or View Leads buttons.

Clicking into a campaign shows a detailed breakdown including leads per state, gender, segment, age group, tags, lead cost, spent, and achieved.

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How to Add a New Campaign

Click Add New and fill in:

Field	Required	Description
Name	✅	Campaign name.
Content	Optional	Description of the campaign.
Purpose	Optional	Goal of the campaign.
From	✅	Start date.
To	✅	End date.
Budget	✅	Allocated budget.
Target	✅	Target number of leads.
Campaign Type	Optional	Type of campaign.
Campaign Purpose	Optional	Purpose category.
Campaign Area	Optional	Geographic area targeted.
Target Size	Optional	Size of the target audience.
Target Audience	Optional	Description of the target audience.
District	Optional	Specific district targeted.
Files / Gallery	Optional	Upload supporting files or images.

Lead ID

Overview

A Lead ID is the unique identifier that links a Source and a Campaign together. When a lead enters the CRM — via landing page, Facebook, upload, or any other channel — the Lead ID tells you exactly which campaign and source it came from.

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Lead IDs List

The Lead IDs page displays:

Column	Description
Name	The Lead ID name.
URL	The landing page URL linked to this Lead ID.
Project	The project this Lead ID is associated with.
Salesmen	The salesman(s) assigned to receive leads from this Lead ID.
Broker Project	Broker project linked, if any.
Source	The source this Lead ID belongs to.
Campaign	The campaign this Lead ID belongs to.
Current Request Count	Number of active leads from this Lead ID.
Old Request Count	Historical lead count.
Trashed Request Count	Number of deleted/trashed leads.
Theme	The landing page theme used.
Actions	Edit, Duplicate, Block, Delete, Customize Landing Page Layouts.

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How to Add a New Lead ID

Click Add New and fill in:

Field	Required	Description
Name	✅	Lead ID name.
URL	Optional	Landing page URL (must include http://).
Project	Optional	Select one project only.
Thanks URL	Optional	Page shown after form submission.
Planned	Optional	Planned number of leads.
Source	✅	Select one source.
Campaign	Optional	Select one campaign.
Form Fields	Optional	Select which fields appear on the landing page form.
Email Body	Optional	Email content sent after lead submission.
Upload Email Attachment	Optional	Attach a file to the email.
Landing Page Theme	Optional	Choose the visual theme of the landing page.
Pixel Code	Optional	Add a tracking pixel for ads.
Salesmen	Optional	If selected, only these salesmen will see this Lead ID. Leave blank to show to all.

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Adding Custom Fields to the Landing Page

You can add custom fields to the landing page form via Setup → Fields Setup:

1. Go to Setup → Fields Setup.
2. Click Add New.
3. Configure the field:
   • Landing Page — Set to True to show this field on the landing page form.
   • Field Name — Enter a name (e.g., Passport Number).
   • Data Type — Select the type (text, number, date, etc.).
   • Set as Unique — Enable to prevent duplicates for that value.
4. Save — the field will appear on the landing page form.

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Filters Available

Filter	Description
Lead IDs	Filter by specific Lead ID.
From / To (Created Date)	Filter by when the Lead ID was created.

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Key Things to Know

• The Salesmen field controls who sees this Lead ID when creating or uploading leads. If left blank, all salesmen can see it.
• Use Duplicate to quickly create a similar Lead ID without starting from scratch.
• Use Block to stop new leads from coming in through a specific Lead ID.
• Customize Landing Page Layouts lets you design the visual appearance of the landing page.

SMS Campaign

Overview

The SMS Campaign feature allows you to send bulk SMS messages to your leads. You can target all leads or filter by specific criteria.

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Before You Start

SMS must be configured first in General Settings:

Setting	Description
SMS Provider	Your SMS provider name.
SMS Break Line	Ask your provider about this setting.
SMS Sender Name	The name that appears as the sender.
SMS Unifonic appSid	Your Unifonic App ID (if using Unifonic).

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How to Send an SMS Campaign

1. Go to Marketing → SMS Campaign.
2. Fill in the Message field — write your SMS content.
3. Choose your recipients:
   • Upload Mobile Numbers — upload a file with one number per row, with country code (e.g., 2011XXXXXXXX for Egypt).
   • OR use the filters below to select leads automatically.
4. If no filter is selected, the SMS will be sent to all leads.
5. Send.

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Recipient Filters

💡 The filter options shown here correspond to fields collected on the lead profile. For example, filtering by Gender will only work if the Gender field was filled in when the lead was created. Make sure the relevant fields are captured during lead creation or upload to get accurate targeting.

💡 Custom Fields: If you have created custom fields via Setup → Fields Setup and set them to appear on the System Form (e.g., a field called "Counter" or "Preference"), these fields will also appear as filter options here. You can target leads based on a specific value in that custom field — for example, send an SMS only to leads where "Counter = 3".

Filter	Description
Project	Filter leads by project.
Leads ID	Filter by specific Lead ID.
Source	Filter by lead source.
State	Filter by current lead state.
Countries	Filter by country.
Rank	Filter by lead rank/segment.
Campaign	Filter by campaign.
Gender	Filter by gender.
Purpose	Filter by lead purpose.
Salesmen	Filter by assigned salesman.

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Key Things to Know

• The mobile number file must have one column only with numbers including country code (e.g., 2011XXXXXXXX).
• If no category/filter is selected, the SMS goes to all leads in the system.
• Make sure SMS settings are configured in General Settings before sending.

Mail Campaign

Overview

The Mail Campaign feature works the same as SMS Campaign but sends emails instead. It requires SMTP configuration before use.

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Before You Start

Email must be configured first in General Settings:

Setting	Description
SMTP Host	Your outgoing mail server (e.g., smtp.gmail.com).
Encryption Type	TLS or SSL.
SMTP Port	The port used by your mail server.
Email Address	The sender email address.
Email Password	The password for the sender email.

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How to Send a Mail Campaign

1. Go to Marketing → Mail Campaign.
2. Compose your email — subject and body.
3. Choose your recipients using filters (same as SMS Campaign).

💡 The filter options correspond to fields collected on the lead profile. For example, filtering by Gender will only work if the Gender field was filled in when the lead was created. Make sure the relevant fields are captured during lead creation or upload to get accurate targeting.

💡 Custom Fields: If you have created custom fields via Setup → Fields Setup and set them to appear on the System Form (e.g., a field called "Counter" or "Preference"), these fields will also appear as filter options here. You can target leads based on a specific value in that custom field — for example, send an email only to leads where "Counter = 3".

4. Send.

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Key Things to Know

• SMTP settings must be configured in General Settings before any emails can be sent.
• The same lead filters available in SMS Campaign apply here.

Facebook Integration

Overview

The Facebook Integration allows leads submitted via Facebook Lead Ads to flow automatically into the CRM — no manual entry needed.

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How to Set Up Facebook Integration

Step 1 — Connect via Setup

Go to Setup → Facebook Integration and click Add New Facebook Integration.

⚠️ The user adding the integration must have full access to the Facebook Page being connected.

Step 2 — Login with Facebook

Click Login with Facebook and authenticate with your Facebook account.

Step 3 — Configure the Integration

After login, fill in:

Field	Description
Select Page	Choose the Facebook Page you want to connect.
Select Form	Choose which lead form on that page to use.
Select AppLink	Select the Lead ID that incoming leads from this form will be tagged with.

Step 4 — Map Fields

The system will show all fields from the Facebook form. Map each Facebook field to the corresponding CRM field:

Facebook Form Field	CRM Field
Full Name	Name
Email	Email
Phone Number	Mobile

Step 5 — Save

Click Save — the integration is now active. New leads submitted via the Facebook form will automatically appear in the CRM under New Leads.

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Facebook Integration List

The integrations page shows:

Column	Description
User	Who set up the integration.
Page	The connected Facebook Page ID.
Form	The connected form ID.
Lead ID	The Lead ID assigned to incoming leads.
Actions	Retrieve, Delete, or View Failed Leads.

Actions

• Retrieve — Manually pull any leads that may have been missed.
• Delete — Remove the integration.
• View Failed Leads — See leads that failed to sync and troubleshoot.

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Key Things to Know

• The Facebook user must have full admin access to the Page — limited access will cause the integration to fail.
• Each integration is linked to one specific Facebook form and one Lead ID.
• If leads stop coming in, use Retrieve to manually sync, or check View Failed Leads for errors.

Marketing Reports

Overview

The Marketing Reports section provides visual and tabular data about lead performance across sources, campaigns, and Lead IDs.

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Available Reports

1. Lead Rates

Pie charts showing lead distribution by demographic and behavioral data.

Charts include:

• Requests Count per Gender — Male vs Female breakdown.
• Requests Count per Class Segmentation — A+, A, B, C segments.
• Requests Count per Purpose — Purpose of inquiry (e.g., For Children, Not Determined).
• Requests for Gender According to Sources — Male/Female breakdown per source.
• Age Group According to Requests Count — Leads by age range (20–30, 30–40, 40–50, 50–60, 60+).
• Classes According to Sources Requests — Segment quality per source.

Filter: Date range (From / To). Toggle between All Leads or specific segments using the dropdown.

Export: Each chart can be exported individually.

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2. Total Number of Leads Per Lead ID (Graph & Table)

A line/area graph showing leads coming in per Lead ID over time.

• X-axis: Date
• Y-axis: Number of leads
• Each Lead ID is color-coded
• Toggle Show Table to see the data in table format

Filter: Date range (From / To).

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3. Total Number of Leads Per Lead ID Last Month (Graph & Table)

Same as above but defaults to last month's data — shown as a pie chart.

Each slice represents a Lead ID and its percentage of total leads.

Filter: Date range (From / To).

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4. Total Number of Leads on Source Per Lead ID and States

A detailed table showing leads broken down by Source → Lead ID → State.

For each Lead ID under a source, shows:

• New, Fresh, Pending, Following, Planned Meeting, Meeting, After Meeting, Not Interested, Unreachable, Done-deal, Cancelled, Low Budget
• Current count vs Re (returned) count per state

Filter: Date range (From / To), Sources.

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5. Total Number of Leads on Campaigns Per Lead ID

Donut chart showing the distribution of leads across campaigns per Lead ID.

Toggle Show Table for tabular view.

Filter: Date range (From / To).

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6. Sources Per States

Pie chart showing lead states distribution per source — how many leads from each source are in each state.

Supports both Graph View and Table View.

Filter: Date range (From / To).

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7. Total Number of Leads Per Source (Graph & Table)

Pie chart showing the percentage of total leads coming from each source (e.g., Facebook 32%, Instagram 28%, Hotline 13%).

Toggle Show Table for a breakdown by numbers.

Filter: Date range (From / To).

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8. Marketing Analysis

A comprehensive financial performance table grouped by source groups (e.g., Brokers, Social Media).

Columns include:

• Item — Source name.
• Planned / Actual / Deviation / Percentage % — Budget tracking.
• Total Leads — Total leads from this source.
• Qualified Lead — Leads that progressed beyond fresh state.
• Reservation / Confirm Reservation / Down Payment / Confirm Down Payment / Contract / Delivery — Units count and total unit price at each stage.
• Total Per Source — Combined clients and unit value.

💡 Default view is the current month. Use filters to extend the date range.

Filter: Date range (From / To).

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Common Features Across All Reports

• Export button available on every report.
• Show Table toggle on chart-based reports to switch between graph and table view.
• Filter + Reset Filter buttons for date filtering.
• Default view is the current month — use the date filter (From / To) to extend or change the date range.