Campaign & Billing Settings

What are Campaigns?

The Campaigns feature is a powerful all-in-one solution for managing appointment-based sales with your clients. It combines appointment booking, client billing, and agent commission tracking into a single streamlined platform.

Key Capabilities:

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Appointment Booking: Create campaigns to sell appointments to your clients with customizable pricing tiers and quantities

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Integrated Billing with Stripe: Charge clients in real-time, daily, or on custom schedules. Automatically create Stripe customers, attach payment cards, and process payments directly from the platform

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Agent Commission Tracking: Monitor agent performance with detailed commission reports, track appointments per agent, and calculate earnings automatically

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Appointment Sharing: Share bookings directly through the appointment booking tool, making it easy for your team to schedule and manage client appointments

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Qualifying Questions: Add custom screening questions to ensure appointment quality and identify decision-makers before booking

How It Works: Create a campaign with pricing tiers → Add client billing information and connect Stripe → Assign agents for commission tracking → Share the appointment booking link → Accept bookings and process payments automatically → Track agent commissions and campaign performance in real-time

Campaign Management Interface — Campaign & Billing Settings with tabs for Campaign Management, Billing Configuration, and Stripe Integration

Creating a Campaign

Create comprehensive campaigns for selling appointments with customizable pricing, billing, and agent commission tracking.

Campaign Creation Form — Complete campaign setup with name, status, client assignment, and billing configuration

Campaign Management Tabs

Campaign Management

Create, edit, and monitor your voice and SMS campaigns

Billing Configuration

Configure payment methods and billing preferences

Stripe Integration

Connect and manage Stripe payment processing

Pricing Tiers & Costs

Set up flexible pricing tiers with minimum and maximum quantities, pricing, costs, profit margins, and percentages.

Pricing Configuration:

Min Qty & Max Qty: Define quantity ranges for each pricing tier
Price & Cost: Set customer pricing and your internal costs
Profit & Percent: Automatic profit calculation and percentage display
Client Billing: Enter client name, email, phone, company, and billing address
Stripe Integration: Create Stripe customers and attach payment cards directly

Agent Commission Tracking

Track and manage agent commissions with detailed reporting and filtering options.

Agent Commission Report — Agent commission tracking with filters and detailed metrics

Commission Features:

Assign agents to campaigns for commission tracking
Track total agents, appointments, and commissions
Calculate average commission per appointment
Filter reports by agent, campaign, and date range
Export commission reports for payroll processing
Option to separate agent commission from client billing

Qualifying Questions

Add custom qualifying questions to ensure appointments meet your criteria. Questions help identify decision-makers, budget availability, timeline, and genuine interest.

Lead & Call Routing

Intelligent routing ensures leads and calls are distributed to the right buyers and agents based on your configured rules.

Round Robin

Distribute leads evenly across all active buyers in rotation order

Priority-Based

Route to highest-priority buyers first based on configured weights

Capacity-Based

Respect daily/weekly caps and pause routing when limits are reached

Geographic

Route leads to buyers based on state, region, or zip code matching

Buyer Controls & Caps

Set precise controls for each buyer to manage lead flow, pricing, and quality expectations.

Available Controls:

Daily Caps: Limit the number of leads a buyer can receive per day
Weekly Caps: Set weekly volume limits to manage buyer capacity
Pricing Tiers: Configure different pricing based on lead quality or source
Pause/Resume: Temporarily stop lead flow to specific buyers
Geographic Filters: Restrict leads to specific states or regions
Quality Thresholds: Set minimum quality scores for lead acceptance
Return Window: Define the timeframe for buyers to dispute or return leads

Campaign Subpages

Explore detailed documentation for each campaign feature:

Call Campaigns

Inbound and outbound call campaign setup with IVR and real-time routing

Distribution Log

Track every lead distribution with timestamps, recipients, and status

Dispute Resolution

Manage lead returns, disputes, and credit processing

Buyer Guide

Complete guide for buyers receiving leads through your campaigns

Lead Routing

Advanced routing rules and buyer prioritization settings

Lead Reports

Comprehensive reporting on lead performance and conversions

Getting Started

Click the Add New Campaign button to create your first campaign. Configure your target audience, message content, and scheduling preferences to maximize engagement.