Knowledge Base

Marketing Campaigns

Marketing Campaigns

Posted by Kate Strohmeyer on 07/28/2018

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.

Getting Started

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:

  1. Navigate to "Marketing Campaigns" under the management heading
  2. Click "Add New Campaign" and enter the amount you invested and your goal return
  3. 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!

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