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Campaign Manager
BOOSTzer Client Portal V3
Campaign Workspace
Campaigns
Switch between campaigns without affecting the existing V2 flow.
Workspace View
Choose the active campaign or account-wide CRM history.
Add a new buyer campaign for this account. Campaign setup runs automatically in the background.
Create a campaign to begin configuring Buyer Portal V3.
No campaign selected
Create a campaign to begin.
Workspace Tabs
Jump between overview, campaign budget, CRM, campaign setup, schedules, and territories.
All Campaigns View
You are viewing account-wide CRM and payment history across all campaigns.
Campaign Metadata
Set the core campaign identity and routing details for this campaign.
Lead Alerts
Configure email and SMS recipients for this campaign.
Up to 3 recipients.
Up to 3 recipients.
Leave a field blank and save to revert to defaults.
Switch from All Campaigns back to a single campaign to manage metadata and alerts. Campaign status is managed from the Dashboard tab.
Campaign Budget
Set the total budget cap for only this campaign. Spend comes from the shared account balance, but this cap only applies to the selected campaign.
$0.00
Live reporting based on billed campaign spend.
$0.00
Updates automatically as this campaign spends from the shared balance.
This total budget is a campaign-level cap that uses the shared account balance.
Switch from All Campaigns back to a single campaign to manage total budget for one campaign.
Daily Limits
Set the daily calls and spend caps for the selected campaign.
Today: 0 calls, $0.00 spend
Time-of-Day Scheduling
Use a preset or define one daily custom window per day.
Leave a day blank to keep it closed.
Switch from All Campaigns back to a single campaign to manage limits and scheduling.
Territories - Target Markets
Select your target states, then optionally narrow each state down to counties.
States
Use Cmd/Ctrl-click to select multiple states, then add them all at once.
Counties are optional. If you only select states, the campaign targets the full state.
Switch from All Campaigns back to a single campaign to update target states and counties.
Call Notes, Management, and CRM
Default view is campaign-filtered, with account-wide fallback via the toggle above.
Leave without saving?
You have unsaved changes in this workspace tab. If you leave now, those changes will be lost.
Archive Campaign?
Archiving this campaign removes it from the active Campaign Workspace sidebar and terminates new campaign activity. Existing lead, CRM, notes, media, and payment history stay available in Leads & CRM when you switch to All Campaigns.