Marketing Campaigns are anything your company does in the way of advertising that you want to track the refer to any advertising effort that your company undertakes to track return on investment on. Although it is highly unlikely that you 's uncommon to have a campaign that truly costs you zeronothing, you may decide to enter might choose to set up campaigns at zero cost when the actual cost is negligible, like doing a such as using mail merge or bulk e-mail email from e-manage.
Marketing Campaigns allow you to store leads against them to and compile data on how many leads came in were generated from the campaign (if any), what the estimated value of the leads is (if they turn into projects), and track the profitability of the jobs that come from leads to give you an actual cost per lead (those leads. This information can help you calculate the actual cost per lead, which is the job profitability divided by the total number of leads that came generated from the campaign whether or not they turned into anything).
You can create marketing campaigns from the Main Tool Menu at the top of the e-manage Main Window. You can also create them from within To create Marketing Campaigns, you can use the View Menu, the Contact Import Window, or when you perform performing a mail merge (Mail Merge / Bulk e-mail Overview).In this example, we will use the Marketing Campaign Manager. Click View (Main Tool Bar) >Marketing . (See screenshots below)
Select View > Marketing Campaign Manager
...
Select Tools > Import > Import Contacts & Leads
...
You can categorize e-manage Marketing Campaigns are categorized by the end user by adding folders. You can To do this, click on the "Marketing Campaigns" yellow folder at the top of the tree (on the left) and then click the "New" button then to create a new folder. You can name the category folder as you would name a folder on your hard drive. When you're done, you can click that new category folder and You can also add subcategories by clicking the "New" button again while another folder is highlighted.
When you have gotten to the level you want to place a Marketing Campaign in, shift your attention to Once you've selected the desired folder, click the "+" button on the left side of the window and press the "+" button. The target symbol is the actual to create a new Marketing Campaign. Fill in a the Campaign Name, a Campaign Cost (zero is also a valid value for this field). Enter an Active From Date (this is when the marketing campaign will begin showing up which can be zero), Active from Date (when the campaign will begin appearing as a choice for people to assign leads to), and if applicable add an Active To to Date (this is when the campaign will leave the list of choices to assign a lead tono longer appear as a choice for leads).
Click the Save button .The Marketing campaign (as to create the Marketing Campaign. As long as it falls within the current date range for track leads from and to) tracking leads, the campaign will be available to choose when creating new lead records from a contact record, from the Perform Mail Merge or Import Contacts Window.
You can come back to this revisit the Marketing Campaign Manager screen at any time to view the number of leads generated, the number of leads that turned into projects, the number of projects that turned into jobs, and the cost per lead. You can also access a list of the Leads (or Projects) associated with the currently selected Marketing Campaign by clicking on the "View Leads" or "View Projects" buttons.
...
You can revisit the Marketing Campaign Manager screen at any time to see view the number of leads generated, the number of leads that turned into projects, the number of projects that turned into jobs, and the cost per lead. You can also pull up access a list of the Leads (or Projects) associated with the currently selected Marketing Campaign by clicking on the "View Leads" or "View Projects" buttons.
...