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Campaigns

Track marketing campaigns and measure their effectiveness.

Overview​

Campaigns allow you to track specific marketing initiatives and measure their effectiveness in generating leads and sales. Campaign data helps you understand which marketing efforts provide the best return.

Campaigns vs Sources

Sources answer "How did they find us?" — the channel or method (e.g., Google, Referral, Home Show).

Campaigns answer "Which specific initiative?" — a time-bound marketing effort (e.g., "Spring 2024 Google Ads", "March Home Show Booth").

Example: A lead comes from Google Ads (source) through your "Kitchen Remodel Promo Q1" campaign (campaign). The source tells you the channel works; the campaign tells you which specific ad spend drove results.

Use sources for broad channel tracking that stays consistent over time. Use campaigns for specific promotions, events, or ad runs where you want to measure ROI on a particular investment.

Accessing This Setting​

  1. Go to Settings > Marketing > Campaigns

Configuration Options​

Creating Campaigns​

  • Campaign Name - Name of the campaign
  • Type - Campaign type (Digital, Print, Event, etc.)
  • Start Date - When the campaign began
  • End Date - When the campaign ends
  • Budget - Campaign budget
  • Status - Active, Completed, Planned
  • Description - Campaign details

Campaign Types​

  • Digital Advertising
  • Social Media
  • Direct Mail
  • Trade Shows
  • Referral Programs
  • Email Marketing
  • Print Advertising

Tracking Metrics​

  • Leads generated
  • Cost per lead
  • Conversion rate
  • Revenue attributed
  • ROI

Using Campaigns​

Campaigns are assigned to:

  • New leads and contacts
  • Opportunities
  • Marketing reports