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Viewing Campaign Results

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Justin Garrett
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SharpSpring enables you to view the results for a specific campaign. This allows you to determine whether that marketing effort is driving results, or if it needs to be modified in some way, shape or form. This article will detail how to analyze campaign results. 

The following user roles have access to view campaign results:

  • Administrators
  • Marketing Managers


Article Contents


Building Reports

To build a campaign report, do the following:

  1. In SharpSpring's top toolbar, click 
    Analytics > Campaigns.
  2. Click Build your customized report.
  3. Select the campaign names or tags that to include in the report. 
  4. Under Contacts, select the type of report to build:

    Leads and
    Contacts:    		   Shows all leads created within the designated timeframe.
    Open
    Opportunities:    		   Shows all opportunities that are open.
     
    Won
    Opportunities:    		   Shows all opportunities that are sales/closed won.
    Lost
    Opportunities:    		   Shows all opportunities that are lost and not sales.
    Activity:   Shows all campaign impressions made by leads. Leads may have interacted with several campaigns and be counted more than once.
    Clicks:   Shows all campaign impressions for both leads and anonymous visitors. Visitors may have interacted with several campaigns and may be counted more than once.
  5. Choose the desired Types category.
  6. Select the date range that you want for this report.
  7. Click Apply. 
  


Click to enlarge.
 
Note: Depending on your selection for Contacts, you may have the option under Types to choose to see Open Leads, Unqualified Leads, Qualified Leads, Contacts or Opportunity Contacts in the report. You can choose to see all or multiple.
 
Note: This date is based on the lead's creation date. This report will show leads that were created in that timeframe.


Report Overview

Built reports include two pie charts, which indicate the campaigns with the most leads created during that timeframe who are associated with those campaigns. 

The title bar of the report displays different metrics.

  

281617
Click to enlarge.

 

Campaigns:   Active campaigns within the date range that have at least one lead with a primary attribution of that campaign.
Total Costs:   Provides the total cost of the campaign, calculated by specific quantities or per each lead.

•  Specific Quantity: A set cost of the campaign.
    Set within campaign settings.

•  Per Each Lead: Campaigns that will incrementally
    increase in cost as more leads are attributed.
    Set within campaign settings.
Leads:   Shows a count of active leads within a specific date range that have the primary attribution for the specified campaigns. Specific leads can be selected with different statuses, such as Open, Unqualified, Qualified, Contacts, and Opportunity Contacts.
Cost/Lead:   Gives you the cost of the total campaign, divided by the lead count.
Sales:   The total number of sales (closed-won opportunities) that have a primary attribution for the specified campaigns.
Lost:   The total number of lost deals (closed-lost opportunities) that have a primary attribution for the specified campaigns.
Revenue:   The sum of all sales.
Working Opps:   The total number of active opportunities that have a primary attribution for the specified campaigns.
Total Value:   The sum of the total values across all Working Opps.
Expected Value:   The sum of the expected values (probability to close multiplied by total value) across all Working Opps.
Revenue + EV:   The value of the Revenue column plus the value of Expected Value column.
Projected Rev/Lead:   The value of the Revenue + EV column divided by the Leads column.

 


Viewing Reports for Individual Campaigns

To view campaign reports, do the following:

  1. In SharpSpring's top toolbar, click 
    Analytics > Campaigns.
  2. In the left panel, click the   
    bullhorn.png  All Campaigns tab.
  3. Search for the campaign by name.
  4. Click the campaign's title.
  


Click to enlarge.

The individual campaign page should look similar to the overall Campaign Insights page. You will find a graphical representation of the campaign's success, the sales goal for the campaign, and a list of leads connected to the campaign.


Exporting Cohort Reports

You can export the Cohort Report data to a .PDF or .CSV file to use for other reports and presentations. To export report data, do the following:

  1. In SharpSpring's top toolbar, click 
    Analytics > Campaigns.
  2. In the Campaign Report field, enter the name of the desired report.
  3. Click the name of the desired report.
  4. Click  cog.png  Options > Cohort Report >
    Export Type. 
  


Click to enlarge.


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