Marketing Campaigns are the primary method of contacting your Clients and Partners within Whiteboard. Each Campaign consists of a Title and Description, Entry Restrictions, Entry and Exit Triggers, and Task Actions. Using a combination of Entry Restrictions and Entry Triggers, you can fine-tune which Records will enter which Campaigns.

Campaigns are broken-down into (3) primary campaign types:

  1. Client Campaigns specifically target client form data only.
  2. Partner Campaigns specifically target Partner form data only.
  3. Mortgage Campaigns specifically target mortgage form data -but additionally can market to respective client and partner form data.

There are a few key points to remember when building a new campaign. Following these “best business practices” will assist in a smooth roll-out of your new campaign.

Field Data/Groups: If you want to ensure your campaign is automated, you must first determine whether or not the proper field data exists, ie: Pipeline Sequence field and values. Form management is located, created and managed under Advanced > Form and Data Fields. Please ensure you have knowledge of form management practices before proceeding.

Templates: If you want to build a new campaign, you probably know what you want say, how to say it and who to say it to. Your next step is build your template(s). Templates can be located, created and managed under Marketing Center > Templates.

Campaigns: If you have the first two steps completed, our next step is to build your campaign. Campaigns can be located, created and managed under Marketing Center > Campaigns.

There are (4) main features to every campaign:

1. Main Information

  • Campaign Name – provides general overview of the targeted audience
  • Description – provides detailed information on what the campaign is doing
  • Restrictions – take precedence over insert triggers
    • Date Field – restricts record insert by date field and specified date -normally to omit older data from being marketed to
    • Record reinsert limitation – prevents records from re-inserting or looping through a campaign
      • Record Reset – defines the time before a record is eligible for re-insert into a campaign
    • Campaign Alert Suppression – Overrides the Mass Insert safety threshold and allows are targeted records entry into the campaign.
Campaign Information – Main Information Tab

2. Conditions – controls flow of records -in and out of a campaign.

  • Insert Triggers – Determines when to market to a record.
  • Exit Triggers –¬† Determines when marketing is no longer applicable to the record.
  • After Exit/Data Update Triggers – Use with caution – After campaign exit, has the ability to move the record to another campaign, change team ownership, update form data or group assignment.
Campaign Information – Conditions Tab – Insert Triggers
Campaign Information – Conditions Tab – Exit Triggers
Campaign Information – Conditions Tab – After Exit Update Data Options

3. Actions – Ultimate defines what the campaign is actually doing.

Do not confuse campaign insertion with active marketing. Only the actions define true marketing attempts.

Campaign Actions
New Campaign Action
New Campaign Action Scheduling

4. Participants

Campaign Participants


  • Login to Whiteboard
  • Under the “Marketing Center” dropdown menu, select “Campaigns”
  • Select your desired campaign type tab and click “Create Campaign”
  • Give the campaign a name and description
  • Set any entry or re-entry restrictions using the dropdowns, then click “Next”
  • Set any entry and exit triggers, then click “Next”
  • Click “Accept” in the validation popup, then click “Next” again
  • Click “Add an Action”
  • Select the action type, give it a name, associate a skin and template with the action, select the action target, and the user or role responsible for performing the action
  • Click to the “Schedule Settings” tab
  • Select a time, day, week, or month based schedule for the action to occur at, then click “Save”
  • Click “Return to Campaign”
  • Check the “Set Campaign to Active” checkbox and click “Save”