Want to see where the majority of your business is coming from? Track your return on investment by setting up a few marketing campaigns and assigning them as the lead source for each of your customers.
When you setup your account, you may have selected a few options where you get business. You can add and edit from that list by following the steps below:
- Navigate to "Marketing Campaigns" under the management heading
- Click "Add New Campaign" and enter the amount you invested and your goal return
- Click "Save"
Once you have setup all of your campaigns, simply add or edit a customer and scroll down to select the appropriate campaign (lead source) for that customer.
Once your customers are assigned a campaign, we will track the amount invoiced and give you a detailed breakdown on the "Marketing Campaigns" page for you to gain valuable insights into your business.
Please let us know if you have any questinos using this feature!