Associate Campaign with Leads

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2 min read
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Where can I see if my leads are associated with a campaign?

1. To see the campaigns associated with your lead, go to the ‘Leads’ section.

saphyte leads tab

2. Choose the Lead profile under the Leads List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number or email address to pull up the lead data, or just select the lead profile from the leads list.

saphyte  lead profile section

3. Click on the ‘kebab’ button or the ‘three dot’ button. And click on the ‘Campaigns’ tab. The ‘Campaigns’ tab will show you the list of Campaigns that are associated with your Lead. You can also identify if the Lead has been sourced from the tracking link associated with the campaign (through the UTM Code).

saphyte campaigns tab
saphyte campaign details