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Organize Campaigns Directly Under Sources
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What's New

Introducing Marketing Opt-In Filters for Text Messages Introducing "Know Your Client" & New Financial Tracking Fields Effortless Task Management with Recurring Tasks Introducing the New Template Icon Introducing Privacy Controls for Tasks, Notes, Calls, Emails, and Text Messages March 2025: Upcoming Features Introducing Private Appointments in LeadCenter Change Host Calendar for Client Review Reminders Simplify Event Management with BigMarker + LeadCenter Integration Streamlined Team Collaboration with Comments & Mentions Three new reports released Capturing Emails from Secondary Email Addresses Group Calendar Enhancements: Pre-bookable Days & Buffer Time New Tasks Page Design: A Better, More Intuitive Experience Direct Wealthbox Integration – No Zapier Needed! Automate RMD Tracking & Stay Compliant Effortlessly Upcoming Features in February 2025 Smarter Lead Insights—Catchlight Now in LeadCenter! Your Seminars, Your Way—Now with Custom Registration Questions! Automate AUM Production Calculations with LeadCenter LeadCenter Now Seamlessly Integrates with Smarsh Jan 6th 2025 Feature Update Organize Campaigns Directly Under Sources Ready for 2025? Simplify Year-End Planning with Executive Reports Introducing Event Roster & Name Tags for Seamless Event Management LeadCenter.AI Achieves SOC 2 Type 2 Certification! Most Americans Don’t Answer Calls From Unknown Numbers. How to solve this issue! Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Stay Compliant with Automated Client Review Reminders by Email and SMS Integrated Email Marketing with SendGrid Multiple writing Advisors Per Account Click-To-Call Solution Announcement Email Marketing Campaigns Announcement Click-to-Call and Measuring Scheduler Performance New Subject Lines for Appointment System Email Notifications Unlock Your Advisory Firm's Full Automation with Workflows Increase Productivity and Save Time with LeadCenter Peek

Organize Campaigns Directly Under Sources

12/19/2024 Marketing Campaigns

We’re excited to introduce an important update coming in the next couple of weeks that will enhance how you track and manage your marketing efforts.

This update allows you to organize and track campaigns under sources in LeadCenter, making it easier to measure results and attribute success to each campaign.

Here are two examples of how this feature can simplify your workflow:


    With this update, you can:
  • Capture leads directly within campaigns using forms, phone numbers, and other channels. So, campaigns will have the same features as sources.
  • Streamline expense tracking: The campaign field in marketing and event expenses will be retired and merged with the new campaigns feature. This change will take effect three months after the update is live.

This update is designed to give you greater visibility and control over your marketing performance. We’re excited for you to try it!

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.