Based on the selected topic, different fields may appear. If the topic contains “567”, it will display performance-based fields. Topics without “567” are considered custom-crafted and will show a different set of fields tailored to that format.
Product
Forecast Month
Advisor
Mailer Info
If the client is interested in using direct mail as part of their custom-crafted campaign, enter a quantity greater than 0 and select a mailer format. This will reveal additional configuration options for the campaign. If the client does not want mailers, then leave the quantity as 0.
Notes
LeadJig Services
This is where you can select additional services for the client, such as including a digital budget for Facebook advertisements. Digital can be used alongside mailers, for example. You will also need to select the appropriate Leadjig users to adhere to the campaign.
Digital Ads
This section will only appear if you added a digital budget in the "LeadJig Services" section. Until you add a budget, there will be an "X" instead of a number four (4) by the Digital Ads section.
Digital Notes
Events
You can add as many events as you need to based on the client's booking. These details will not only be used to construct the LeadJig campaign, but the advertisements associated with the campaign.
Critical Dates
For custom-crafted campaigns, critical dates represent key milestones - specific dates by which an order should progress or an action should occur to ensure the campaign remains on schedule.
Campaign Pricing
At this stage, you'll have a final overview of the campaign pricing, along with the option to create pricing adjustments if needed. Please note that you can also apply pricing adjustments after completing the order wizard, if necessary.
Acquire App: Custom-Crafted Orders
Danielle Little
Created on October 20, 2025
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Transcript
Job Information
Based on the selected topic, different fields may appear. If the topic contains “567”, it will display performance-based fields. Topics without “567” are considered custom-crafted and will show a different set of fields tailored to that format.
Product
Forecast Month
Advisor
Mailer Info
If the client is interested in using direct mail as part of their custom-crafted campaign, enter a quantity greater than 0 and select a mailer format. This will reveal additional configuration options for the campaign. If the client does not want mailers, then leave the quantity as 0.
Notes
LeadJig Services
This is where you can select additional services for the client, such as including a digital budget for Facebook advertisements. Digital can be used alongside mailers, for example. You will also need to select the appropriate Leadjig users to adhere to the campaign.
Digital Ads
This section will only appear if you added a digital budget in the "LeadJig Services" section. Until you add a budget, there will be an "X" instead of a number four (4) by the Digital Ads section.
Digital Notes
Events
You can add as many events as you need to based on the client's booking. These details will not only be used to construct the LeadJig campaign, but the advertisements associated with the campaign.
Critical Dates
For custom-crafted campaigns, critical dates represent key milestones - specific dates by which an order should progress or an action should occur to ensure the campaign remains on schedule.
Campaign Pricing
At this stage, you'll have a final overview of the campaign pricing, along with the option to create pricing adjustments if needed. Please note that you can also apply pricing adjustments after completing the order wizard, if necessary.
Billing Contact
Billing Notes