Understand how Campaign Agent works alongside CampaignTrack

Summary

Learn how Campaign Agent integrates with CampaignTrack and how to handle settlement payouts using Box+Dice processes.

This article covers:

• Overview
• Process settlement payments in Box+Dice

Overview

Campaign Agent can be used alongside CampaignTrack’s MVI functionality when advertising items are configured to sync into Box+Dice. This integration allows agencies to manage vendor-paid marketing and Campaign Agent funding during the settlement phase. You would use this workflow to ensure settlement payouts are handled accurately, trust money is released correctly, and all campaign-related transactions are finalised without creating unnecessary invoices.

Process settlement payments in Box+Dice

When a property reaches settlement, you can use Box+Dice to complete all financial tasks associated with the Campaign Agent payout.

To process settlement payments

• Log in to Campaign Agent at the time of processing settlement to view the current payout figure
• Select Release Trust Money in Campaign Agent to confirm the payout amount
• In Box+Dice, create a manual trust payment to Campaign Agent for the payout figure
• Add the description ‘Remittance to Campaign Agent on behalf of Vendor’
• Do not apply this payment against an invoice
• Continue processing all remaining vendor pending transactions as usual

To help ensure your workflow is accurate and consistent:

• Do not create invoices or line items in Box+Dice for Campaign Agent amounts
• The process is the same whether the campaign was pay now or pay later
• The payout figure in Campaign Agent is real-time, so always check it at the exact time you process settlement