The Campaign Groups section allows you to create and manage Campaign Groups, as well as apply lead processing rules.

To view and manage the Campaign Groups, go to the Client Management > Setup > Campaign Groups.

The following group rule types are available in the system:

  • Reject: A rejected lead from a Campaign in the group will not be posted to any other Campaigns within the group.

  • Cap: This rule allows you to pause all Campaigns in the group when the daily and/or weekly cap for the total number of the sold leads within the group is reached.

  • Total Sold: This rule is similar to the “Cap” rule but allows you to set a custom time range for the cap (from the "Start Date" to the "Expiration Date"). The "Expiration date" is optional. If the "Expiration date" is not set, then the group remains active until the cap for this group is reached. If the "Expiration date" is set and the total sold limit is not reached within the specified period, the Campaign Group is marked as "Expired," and the Campaigns will run as scheduled in the Campaign settings.

  • Duplicate: This rule allows you to set up the duplicate leads processing rule for a group. If a lead is identified as a duplicate by a Campaign Group according to the "Post Days" and "Sold Days" settings, all Campaigns within this group will reject it as a duplicate regardless of Campaigns’ duplicate settings.

  • Integration reject: This rule allows you to automatically reject a lead for all Campaigns in the Campaign Group if it got an Integration Reject for a campaign within this group.

Note: The rules that you set on the Campaign Group level are applied to all Campaigns within this group.

The Campaign Group list contains the following information:

  • ID: The unique identification number of the group.

  • Name: The name of the Campaign Group.

  • Type: The type of the Campaign Group rule.

  • Daily Cap: The daily Cap number of the sold leads. Note: The column is applicable only for the “Cap” type of the Campaign Group.

  • Hourly Cap: The hourly cap number of the sold leads. Note: The column is applicable only for the “Cap” type of the Campaign Group.

  • Created: The date and time of the group creation.

  • Total Sold Start Date: The start date of the specified period for the Cap. Note: The column is applicable only for the “Total Sold” type of the Campaign Group.

  • Total Sold Expiration Date: The expiry date of the specified period for the Cap. Note: The column is applicable only for the “Total Sold” type of the Campaign Group.

  • Total Sold Count: The cap of the sold leads for the selected period. Note: The column is applicable only for the “Total Sold” type of the Campaign Group.

You can narrow down the search results by using the following filters:

  • ID: Enter the unique identification number of the group.

  • Name: Enter the name of the Campaign Group.

  • Type: Select the type of the Campaign Group rule(Reject / Cap / Duplicate / Integration reject/Total Sold).

  • Status: Select the status of the Campaign Group (Active / Deleted / Disabled).

  • Buyer Agent: Select the name of the Buyer Agent related to the group.

  • Created: Select the date and time of the group creation.

CGadd group


To create a new group, click the “Create New Group” button, fill in the required fields in the “Create New Group” pop-up window, and click the “Add” button to proceed.

To view the group Campaigns list, click the “View” button in the “Action” column.

CGadd campaign window

To add a new Campaign to the group, click the “Add Campaign To Group” button, select the Campaign from the drop-down list in the “Add New Campaign” pop-up window, and click the “Add” button to complete the action.

To remove a Campaign from the group, click the “Remove” button in the “Action” column.

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