SharpSpring enables you to view the results for a specific campaign. By using the left-side panel on the Campaigns page, you can toggle between individual campaigns and reports, which will provide you with a list of the individual campaigns and reports you have created. The data displayed for you under the Campaign and Reports tabs are different.
The following User Roles have access to view campaign results:
- Administrator
- Market Manager
Step-by-Step Guide
Follow these steps to view the results for a specific campaign.
There are two sections to this guide.
- All Campaign Tab
- Campaign Reports Tab
All Campaign Tab
Step One: On the toolbar, hover over Analytics, then in the drop-down, click Campaigns
Step Two: Within the Campaigns side panel, click the All Campaigns tab which looks like a megaphone.
Step Three: Find the campaign and click the title to open it.
Step Four: 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.
Campaign Reports Tab
Using the Reports tab to view specific campaign results will provide you with different information regarding that campaign. You can also run a report on a campaign group, which is a collection of campaigns. For example, Facebook Ads can be placed in the Social Media group. More information on group tags, can be found here.
Step One: On the toolbar, hover over Analytics, then in the drop-down, click Campaigns
Step Two: Within the Campaigns side panel, click the first tab, Campaign Report, which looks like a line chart. Then click New report.
Step Three: Click Customize the Report, Select a Group or Campaign field.
Step Four: Begin typing in the name of the campaign and a menu will appear with the various campaigns, groups and reports. Click the campaign name to see the results. Choose the report and type, then click Apply.
The Reports page for the campaign will have a chart just like the Campaigns page. It also includes two pie charts, which indicate the top lead generators for the campaign and the various costs associated with the campaign.
The title bar of the report displays eleven different metrics which are defined below.
|
Metrics |
Defined |
|---|---|
|
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 quantity or per each lead.
|
|
Leads |
Shows a count of active leads within a specific date range that have the primary attribution for the specified campaigns. You can also select a specific lead with a status 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 |
Total number of sales (closed-won opportunities) that have a primary attribution for the specified campaigns. |
|
Lost |
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 |
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 |
Is the value of the Revenue column plus the value of Expected Value column. |
|
Projected Rev/Lead |
Is the value of the Revenue + EV Column divided by Leads column |
TIP! You can export the Cohort Report data to a PDF or CSV file to use for other reports and presentations.
On the right side, click Options, then click Cohort Report and select your export type.
