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|ONE.
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 Tools Menu at the top of the e-manage Main Window. You can also create them from within the Contact Import Window or when you perform a mail merge (Mail Merge / Bulk e-mail Overview).
In this example, we will use the Configure Marketing Campaigns menu item from the "Tools" menu. Click on the Tools menu at the top of the e-manage main window and then on Configure Marketing Campaigns to see the following window.
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To create Marketing Campaigns follow the instructions below:
Select View > Marketing Campaign Manager
Select Tools > Import > Import Contacts & Leads
You can categorize e-manage Marketing Campaigns
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by
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adding folders.
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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
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to create a new folder. You can name the
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folder as you would name a folder on your hard drive.
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You can also add subcategories by clicking the "New" button again while another folder is highlighted.
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Once you've selected the desired folder, click the "+" button on the left side of the window
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to create a new Marketing Campaign.
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Fill in
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the Campaign Name,
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Campaign Cost (
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which can be zero), Active from Date (when the campaign will begin appearing as a choice for people to assign leads to), and
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an Active
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to Date (
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when the campaign will
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no longer appear as a choice for leads).
Click the Save button
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to create the Marketing Campaign. As long as it falls within the current date range for
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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
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revisit the Marketing Campaign Manager screen at any time
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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
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access a list of the Leads (or Projects) associated with the currently selected Marketing Campaign by clicking on the "
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Campaign Leads" or "
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Campaign Projects" buttons.
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