How to Start a Manual Campaign in Bullseye Pro

This guide walks you through the process of manually starting a campaign in Bullseye Pro, particularly useful in cases where API limitations prevent automated triggers.

Audience: Users, CSMs
Author: Adam Dye
Purpose: To guide team members or Clients in walking clients through the process of manually starting an Open Estimate Campaign in Bullseye Pro, especially when CRM/API limitations prevent automation.

Overview

Due to API limitations, some clients cannot auto-trigger estimate campaigns. To resolve this, Bullseye Pro offers a simple manual tagging solution that kicks off the process with a predefined message flow.

This article walks you through:

• How the Open Estimate campaign is structured

• How to trigger it manually using a tag

• Customization options for messaging and timing

Example Campaign Workflow Summary

When a custom TAG (Decided by you or your CSM) is applied to a contact:

1. The first message is sent in the workflow: Lets use an open estimate as an example:

   • “Hi, this is [Agent Name] with [LocationName]. Thank you for visiting with us today. Let us know if you have any questions about your estimate.”

   • Message timing can be customized if the tag is applied after the day of the visit.

2. The system waits for a Yes/No response:

   • Yes ➝ Notifies the team to jump into the conversation.

   • No ➝ Sends a follow-up message:

     • “Please don't hesitate to contact us if you do. Have a wonderful day.”

     • This message is customizable based on client preference.

3. If there’s no response:

   • Add automated follow-ups (e.g., after 5, 10, or more days) as needed.

How to Manually Start the Campaign

1. Go to the Contacts section in Bullseye Pro.

2. Search and select the contact you want to add to the campaign.

3. On the left-hand side, find the Tags section.

4. Add the "Start Estimate" tag. or whatever you have created to trigger the campaign launch. 

   • ⚠️ This will trigger the campaign (once it's published).

5. The system will automatically launch the associated campaign messaging.

Customization Options

• The timing between follow-up messages is flexible.

  • Examples:

    • Some clients prefer: Day 2 ➝ Day 5 ➝ Day 14

    • Others prefer: Day 5 ➝ Day 20 ➝ Day 30

• Verbiage in messages can be tailored to match timing and tone preferences.

• All campaign logic is built and managed within Bullseye Pro.

  • ❗Note: Tags must be applied inside Bullseye Pro—not your external CRM. Tags from CRMs are not synced.

Next Steps

Once other core campaigns (like Review Requests and Speed to Lead) are live, we recommend to:

• Utilize this manual start process to launch targeted messages to your customers.

• Collect feedback on timing and message preferences in order for your future campaigns to have success.

• Update the campaign logic based on their needs.

✅ Final Reminders

📞 Need Help?

If you or the client have any questions:

• Reach out to your BEP specialist

• Customize timing and messaging with help from the support team