Find out how to set your lead status as “Sold”, if the campaign price is 0 and how to use the Mark Buyer Accept as "0" feature regardless of the set campaign price.
Mark lead status as sold, if the campaign price is 0 feature
The “Mark lead status as sold, if the campaign price is 0” feature on the LMS allows you to set the lead status as “Sold” if a lead was sold to a Campaign with a minimum price set to “0”.
How to Enable the Feature
Go to the System Management > General > Project settings section, select the “LMS & Call Logic” tab, and the “Additional Components” subtab. In the “Advanced tools” block, switch the toggle to the “On” position to enable the “Mark lead status as sold, if the campaign price is 0” feature. After the feature is enabled, you can set it up on the Product and the Campaign levels.
Product Level Configuration
To set up the “Mark lead status as sold, if the campaign price is 0” feature for the Product, go to the System Management > Products section and click the “Settings” button. Go to the “Advanced Settings” tab and select the “Yes” option in the “Mark lead status as sold, if the campaign price is 0” field.
Note: This feature will be enabled for all Campaigns related to this Product with the “Default” settings. If it is enabled or disabled for specific Campaigns, the Campaigns’ configuration will override the Product configuration.
Note: If the “Mark lead status as sold, if the campaign price is 0” feature is enabled, the “Mark buyer accept as ‘0’” feature will be blocked, and vice versa.
Campaign Level Configuration
To set up the “Mark lead status as sold, if the campaign price is 0” feature for the Campaign, go to the Client Management > Setup > Campaigns section and click the “Configure” button. On the “Revenue Additional Settings” tab, select one of the following options in the “Mark lead status as sold, if the campaign price is 0” field:
- Select “Default” to apply the Product settings the Campaign is assigned to.
- Select “Enabled” to enable the feature for this Campaign, regardless of the Product settings. Note: This option overrides the product configuration.
- Select “Disabled” to disable the feature for this Campaign, regardless of the Product settings. Note: This option overrides the product configuration.
Click the “Save” button to confirm.
Note: If the “Mark lead status as sold, if the campaign price is 0” feature is enabled, the “Mark buyer accept as ‘0’” feature will be blocked, and vice versa.
Mark Buyer Accept as "0"
The Mark Buyer Accept as "0" feature allows you to reflect zero revenue and payout for a lead with the “Sold” status regardless of the campaign price.
Product Level Configuration
To set the feature for all the Campaigns of the specific Product, go to the System Management > Products section, click the “Settings” button in the “Actions” column, and select the “Advanced Settings” tab.
Select the preferable option for the “Mark buyer accept as "0" field from the drop-down list:
- Select the “Yes” option to apply the configuration for all the Campaigns of the selected Product.
Note: This feature will be enabled for all Campaigns related to this Product with the “Default” settings. If it is enabled or disabled for specific Campaigns, the Campaigns’ configuration will override the Product configuration. - Select the “No” option to disable the feature for the selected Product.
Note: This feature will be enabled for all Campaigns related to this Product with the “Default” settings. If it is enabled or disabled for specific Campaigns, the Campaigns’ configuration will override the Product configuration.
Click the “Save” button to complete.
Note: If the “Mark buyer accept as ‘0’” feature is enabled, the “Mark lead status as sold, if the campaign price is 0” feature will be blocked, and vice versa.
Campaign Level Configuration
To set up the “Mark buyer accept as "0"” feature for the Campaign, go to the Client Management > Setup > Campaigns section and click the “Configure” button. On the “Revenue Additional Settings” tab, select one of the following options in the “Mark buyer accept as "0"” field:
- Select “Default” to apply the Product settings the Campaign is assigned to.
- Select “Enabled” to enable the feature for this Campaign, regardless of the Product settings. Note: This option overrides the Product configuration.
- Select “Disabled” to disable the feature for this Campaign, regardless of the Product settings. Note: This option overrides the Product configuration.
Click the “Save” button to confirm.
Note: If the “Mark buyer accept as ‘0’” feature is enabled, the “Mark lead status as sold, if the campaign price is 0” feature will be blocked, and vice versa.
