Leads Network

Campaigns

Campaigns are the heart of the Leads Network. Every call that flows through the marketplace is organized under a campaign — a named collection of rules, pricing, and requirements that defines what kind of calls are being offered and who can participate.

Whether you're an agency admin looking to receive calls or a platform admin building and managing campaigns, this guide covers everything you need to know.

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Part 1: For Agency Admins — Browsing and Applying to Campaigns

As an agency admin, the Leads Network page is your hub for discovering new call campaigns, managing your active ones, and tracking your applications. Here's a complete walkthrough.

Navigating the Leads Network Page

Open the Leads Network page from the sidebar. You'll see three tabs at the top of the page:

Available — All campaigns that are currently accepting applications. This is where you go to find new opportunities.

Active — Campaigns you've been approved for and are currently receiving calls from. This is your "live" dashboard.

Applications — Every application you've submitted, along with its current status (Pending, Approved, or Rejected).

Each tab displays campaigns as campaign cards — compact, information-rich panels that let you evaluate a campaign at a glance.

Reading Campaign Cards

Every campaign card on the Leads Network page shows you the most important details up front:

Campaign Name — The title of the campaign, displayed prominently at the top of the card (e.g., "Medicare Supplement — National" or "Home Insurance — Southeast").

Description — A brief summary of what the campaign covers, what kind of calls to expect, and any special notes from the campaign manager.

Vertical Badge — A small colored badge indicating the industry or product vertical (Medicare, Home Insurance, Auto Insurance, Final Expense, etc.). This makes it easy to scan for campaigns in your area of expertise.

Intent Level Badge — Another badge showing the expected consumer intent: Low, Medium, High, or Very High. Higher intent generally means more motivated callers who are closer to making a purchase decision.

Pricing Information — The card displays the Agency Price (what your agency pays per call received). Some cards also show the Publisher Price and Markup for full transparency.

Requirements — If the campaign requires specific licensing, certifications, or documentation, you'll see that noted on the card.

Applying to a Campaign

When you find a campaign that fits your agency's expertise and capacity, here's how to apply:

Click the Apply button on the campaign card. This opens the Apply Modal.

Fill out the application form. Every campaign has its own application requirements. The Apply Modal presents a dynamic form that the campaign manager has configured. You may encounter any combination of the following field types:

- Text — Short text fields for names, license numbers, company details, or other brief answers.

- Text Area — Larger text fields for longer responses, such as describing your agency's experience or approach.

- Phone — Phone number fields for contact information.

- File Upload — Upload fields for documents like licenses, certifications, proof of insurance, or other supporting files.

- Dropdown — Select menus where you pick one option from a predefined list (e.g., selecting your primary state of operation).

- Radio — Radio button groups where you choose one option from several (e.g., "Yes/No" questions or selecting a tier).

Select your Target Queue. This is a critical step. The Apply Modal includes a target queue selector — a dropdown that lists all of your agency's queues. Choose the queue where you want calls from this campaign to be delivered. Pick a queue that already has agents assigned to it, or plan to assign agents after approval.

Submit your application. Click the Submit button to send your application for review.

That's it! Your application is now in the hands of the campaign manager.

Understanding Application Statuses

After submitting, your application will appear on the Applications tab with one of three statuses:

Pending — Your application is under review. The campaign manager hasn't made a decision yet. This is normal — some campaigns receive many applications and review can take a few days.

Approved — Congratulations! Your application has been accepted. Calls from this campaign will begin routing to the queue you selected. Make sure you have agents assigned and set to Available status.

Rejected — Your application was not accepted for this campaign. This can happen for many reasons (capacity limits, licensing gaps, geographic restrictions). Don't be discouraged — review the requirements and consider applying to other campaigns that may be a better fit.

What Happens When You're Approved

Once your application status changes to Approved, several things happen automatically:

Calls begin routing to the queue you selected during the application process. There's no additional setup required on your end.

The campaign appears on your Active tab, where you can monitor its performance.

Agents assigned to your selected queue will start receiving calls from this campaign. Make sure they're clocked in and set to Available status.

Pro tip: Before applying, check that your target queue has enough agents assigned. If calls arrive and no agents are available, you'll miss valuable opportunities.

Managing Active Campaigns

On the Active tab, you can see all campaigns currently routing calls to your agency. For each active campaign, you can:

View performance data — Check call volume, average handle time, and other metrics to understand how the campaign is performing for your team.

Adjust agent assignments — If a campaign is generating more calls than expected, assign additional agents to the queue. If volume is low, you may reassign agents to higher-priority queues.

Monitor quality — Track how your agents are performing on campaign calls to ensure you're meeting any quality standards the campaign requires.

Withdrawing from a Campaign

If you decide you no longer want to receive calls from a particular campaign, you can withdraw. On the Active tab, find the campaign and click Withdraw. This will stop new calls from routing to your queue. Any calls already in progress will continue to completion.

Reasons you might withdraw include:

Capacity constraints (too many calls, not enough agents)

Seasonal changes (some verticals are seasonal, like Medicare enrollment periods)

Strategic shifts (focusing on different verticals)

Licensing changes (agents leaving or licenses expiring)

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Part 2: For Platform Admins — Creating and Managing Campaigns

Platform administrators have full control over every campaign in the Leads Network. This section covers creating campaigns, configuring them, and managing participants.

Creating a New Campaign

On the Campaigns page, click the Add Campaign button in the header (next to the campaign count badge). This opens the Create Campaign Modal with the following fields:

Name — Give the campaign a clear, descriptive name that publishers and agencies will recognize (e.g., "Medicare Supplement — National" or "Home Insurance — Florida").

Vertical — Select the industry or product vertical from the dropdown menu. This categorizes the campaign and helps participants find relevant campaigns quickly.

Description — Write a detailed description of the campaign. Include what kind of calls to expect, target demographics, geographic coverage, and any special notes. The more detail, the better — participants use this to decide whether to apply.

Intent Level — Choose the expected consumer intent: Low, Medium, High, or Very High. Be honest and accurate — this sets expectations for everyone involved.

Call Buffer — Configure the call buffer setting for the campaign. This controls timing and pacing of how calls are distributed.

Publisher Price ($) — Set the per-call rate that publishers will earn for delivering calls to this campaign.

Agency Price ($) — Set the per-call rate that agencies will pay for receiving calls from this campaign. The difference between Agency Price and Publisher Price is the platform Markup.

Requires Application — Check this box if you want publishers and agencies to submit an application before joining the campaign. If unchecked, participants can join immediately without review.

Click Save to create the campaign. It will appear as a new campaign card on the Campaigns page.

Editing a Campaign

To modify an existing campaign, click the Edit button on its campaign card. The Edit Campaign Modal opens with all the same fields as the Create Modal, plus one additional option:

Is Active — This checkbox controls whether the campaign is live. Uncheck it to pause the campaign (no new calls will be routed). Check it to reactivate.

All other fields (Name, Vertical, Description, Intent Level, Call Buffer, Publisher Price, Agency Price, Requires Application) can be updated as needed. Click Save to apply your changes.

The Campaign Card Display

On the Campaigns page, each campaign is represented by a detailed campaign card that shows:

Campaign Icon — A visual identifier for the campaign

Campaign Name — The title, displayed prominently

Vertical Badge — The industry/product category

Intent Level Badge — The consumer intent rating (Low/Medium/High/Very High)

Description — The campaign summary text

Publisher Price and Agency Price with Markup — Full pricing transparency, showing what publishers earn, what agencies pay, and the markup between them

Stats — Three key counts displayed at the bottom of each card:

- Publishers count — How many publishers are actively sending calls

- Agencies count — How many agencies are actively receiving calls

- Pending applications count — How many applications are awaiting review

Edit and Delete buttons for quick management actions

The filter toolbar at the top of the page includes a search input that lets you search campaigns by name, vertical, or any other attribute. This is invaluable when you're managing dozens or hundreds of campaigns.

Managing a Campaign — The Management Modal

Click on a campaign card's name or management area to open the Manage Campaign Modal. This is a large (XL-sized) modal with five tabs, each serving a specific purpose:

#### Tab 1: Application Form

This tab lets you build a custom application form that publishers and agencies must fill out when applying to your campaign. The form builder includes:

Field Type Palette — A row of buttons at the top for adding new fields: Text, Text Area, Phone, File Upload, Dropdown, and Radio. Click any button to add that field type to your form.

Form Fields Editor — Below the palette, you'll see all the fields you've added. Each field has a drag handle on the left side that lets you reorder fields by dragging them up or down. You can also edit field labels, set fields as required or optional, and configure options (for Dropdown and Radio fields).

Save Button — After arranging your form, click Save to apply the changes. All future applicants will see this form when they click Apply.

Tips for building effective application forms:

Ask for license numbers and expiration dates using Text fields

Use File Upload for copies of licenses, certifications, or proof of errors & omissions insurance

Use Dropdown fields for state selection or experience level

Use Radio buttons for simple yes/no compliance questions

Keep forms focused — only ask for information you'll actually review

#### Tab 2: Publishers

This tab shows all publishers currently active on the campaign. Each publisher entry includes their name and details, along with a Remove button to revoke their access. Removing a publisher stops their calls from entering the campaign.

#### Tab 3: Agencies

Similar to the Publishers tab, this shows all agencies currently receiving calls from the campaign. Each entry has a Remove button to revoke an agency's access and stop routing calls to them.

#### Tab 4: Applications

This tab is your review center. It's divided into two sections:

Publisher Applications — Applications from publishers who want to send calls to your campaign. Each application has a Review button that lets you view the applicant's submitted information and approve or reject them.

Agency Applications — Applications from agencies who want to receive calls from your campaign. Same layout with Review buttons for each application.

Review applications carefully. Check licensing, experience, capacity, and any other criteria important to the campaign's success.

#### Tab 5: Statistics

The Statistics tab displays campaign performance metrics. Use this tab to monitor overall campaign health, track call volume trends, compare publisher and agency performance, and identify optimization opportunities.

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Tips for Everyone

Whether you're an agency admin or a platform admin, these tips will help you get the most out of campaigns:

Read requirements carefully. Before applying, thoroughly review the campaign description and any noted requirements. Applying to a campaign you're not qualified for wastes everyone's time.

Ensure proper licensing. Many campaigns (especially insurance verticals) require specific state licenses. Verify your agents' credentials match the campaign's geographic and product requirements.

Assign enough agents. If you're approved for a high-volume campaign, make sure you have enough agents assigned to the queue to handle the expected call load. Missed calls mean missed revenue.

Monitor performance continuously. Don't set it and forget it. Regularly check your active campaigns to track call volume, agent performance, and conversion rates. Adjust staffing as needed.

Communicate with campaign managers. If you have questions about a campaign's requirements or expectations, reach out before applying. It's better to clarify upfront than to face issues after approval.

Start small, then scale. If you're new to a vertical or campaign type, start with one campaign to learn the ropes. Once you're confident in your team's ability to handle the calls, apply to additional campaigns.

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Summary

Campaigns are the building blocks of the Leads Network. For agency admins, they represent opportunities to receive quality, pre-qualified calls. For platform admins, they're the tools for organizing and managing the entire marketplace.

Navigate to the Leads Network page (agencies) or the Campaigns page (admins) to explore what's available and start growing your call operation today.

Last updated: February 24, 2026

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