Marketing Campaigns are anything your company does in the way of advertising that you want to track the return on investment on. Although it is highly unlikely that you have a campaign that truly costs you zero, you may decide to enter campaigns at zero cost when the actual cost is negligible, like doing a mail merge or bulk e-mail from e-manage. Marketing Campaigns store leads against them to compile how many leads came in 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 (the actual cost per lead is the job profitability divided by the total number of leads that came 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 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 “Main Tool Menu” menu. Click on the Main Tool Menu at the top of the e-manage main window and then on Marketing Campaign Manager to see the following window.
e-manage Marketing Campaigns are categorized by the end user by adding folders. You can click on the "Marketing Campaigns" yellow folder at the top of the tree (on the left) and then click the "New" button then name the category as you would name a folder on your hard drive. When you're done, you can click that new category folder and add sub categories 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 the left side of the window and press the "+" button. The target symbol is the actual Marketing Campaign.
Fill in a 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 as a choice for people to assign leads to) and if applicable add an Active To Date (this is when the campaign will leave the list of choices to assign a lead to).
Click the Save button.
The Marketing campaign (as long as it falls within the current date range for track leads from and to) 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 screen at any time to see 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 a list of the Leads (or Projects) associated with the currently selected Marketing Campaign by clicking on the "View Leads" or "View Projects" buttons.
