Marketing Campaigns

Marketing Campaigns refer to any advertising effort that your company undertakes to track return on investment. Although it's uncommon to have a campaign that costs nothing, you might choose to set up campaigns at zero cost when the actual cost is negligible, such as using mail merge or bulk email from e-manage|ONE.

Marketing Campaigns allow you to store leads and compile data on how many leads were generated from the campaign, the estimated value of the leads (if they turn into projects) and track the profitability of the jobs that come from 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 generated from the campaign.

To create Marketing Campaigns follow the instructions below:

1. Select View > Marketing Campaign Manager
   
   

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2. Select Tools > Import > Import Contacts & Leads
   
   

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3. You can categorize e-manage Marketing Campaigns by adding folders. 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 to create a new folder. You can name the folder as you would name a folder on your hard drive. You can also add subcategories by clicking the "New" button again while another folder is highlighted.
   
   Once you've selected the desired folder, click the "+" button on the left side of the window to create a new Marketing Campaign. Fill in the Campaign Name, Campaign Cost (which can be zero), Active from Date (when the campaign will begin appearing as a choice for people to assign leads to), and an Active to Date (when the campaign will no longer appear as a choice for leads).
   
   Click the Save button to create the Marketing Campaign. As long as it falls within the current date range for 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 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 "Campaign Leads" or "Campaign Projects" buttons.