Creating Campaigns

Campaigns are any marketing initiative for which you would like to track results. When deciding what to track, it is best to be as granular as possible, as you can always tag multiple small campaigns together into a group. This article will detail how to create a campaign. Article Contents Creating Campaigns Editing Campaigns Configuring Campaign Return on Investment Tracking Campaigns with UTM Parameters Using Group Tags Changing Group Tags Viewing Tagged Reports	Available with:
	Marketing Automation	✓
	CRM Ultimate
	CRM PRO
	CRM Free

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To create a campaign, do the following:

In SharpSpring's top toolbar, click Analytics > Campaigns. In the left panel, click Options > Add Campaign. Enter a name for the campaign. Click Add Campaign. In the Campaign Type menu, select an applicable campaign type. In the Group Tags field, enter applicable tags. In the Planning field, select the desired date range for the campaign. In the Costs and Goal section, enter the applicable price and cost metrics. In the Site field, select the landing pages you want to track in this campaign. In the Page, Parameter, or Referring URL field, enter a page, parameter, or URL of the page you want associated to this campaign. In the Social Media Tracking section, choose to click the Allow social posts to be associated with this campaign checkbox to incorporate social media posts. In the How Did You Hear About Us section, configure optional referral parameters. Click Save Changes.		Click to enlarge.
		Note: For Salesforce users, campaigns created in SharpSpring are automatically imported into Salesforce.

Editing Campaigns

Previously created campaigns can be edited as needed. To edit a campaign, do the following:

In SharpSpring's top toolbar, click
Analytics > Campaigns.
In the left panel, click
Options > Manage Campaigns.
To the right the desired campaign's name, click
Options > Edit Campaign.
Change parameters as necessary.
Click Save Changes.

Click to enlarge.

Configuring Campaign Return on Investment

SharpSpring enables you to review and adjust your projected return on investment (ROI) for campaigns. To configure ROI metrics, do the following:

In SharpSpring's top toolbar click Analytics > Campaigns. In the left panel, click Options > Manage Campaigns. To the right of the desired campaign's name, click Options > Edit Campaign. Scroll down to the Costs and Goals section. In the Pricing Terms drop-down menu, choose one of the following: • Per Each Lead: Indicates this particular campaign is pay-for-performance, where the quantity of units is unknown. • Specific Quantity: Indicates that the particular campaign has a specific number of ads. In the Price field, insert the price associated with the pay-for-performance campaign. In the Other Costs field, enter any applicable parameters. In the Revenue Goal field, enter the amount needed to meet or exceed your ROI goal. Click Save Changes.		Click to enlarge.
		Note: Using the Per Each Lead option will a variable cost. Using the Specific Quantity option will have a fixed cost.

Tracking Campaigns with UTM Parameters

In SharpSpring, campaign tracking options are used to assign a lead to a campaign by clicking a specific link. UTM parameters are a means of assigning a lead to a campaign. This means that when a contact is created in SharpSpring, there is information on file on where that lead came from.

UTM parameters in SharpSpring require one unique identifying parameter. This parameter is whatever you want it to be. Consider the following examples:

• UTM=PandoraAD1
• UTM=DecEmail
• UTM=holidaypromo

Note: For consistent campaign tracking, SharpSpring suggests not using spaces when creating UTM parameters.

To use a UTM parameter, you would need to add the snippet at the end of any link, separated by a ? character.

www.site.com?UTM=PandoraAD1

The entire UTM link would be used as a tracking identifier for things like a call to action in an email, a URL redirect for an ad, or to link to a social media post. When a tracked lead meets any of these campaign tracking criteria, the lead will be associated with the campaign.

To add a UTM parameter to a campaign, do the following:

In SharpSpring's top toolbar, click Analytics > Campaigns. In the left panel, next to Campaigns, click Options > Manage Campaigns. Select the desired campaign. Click Options > Edit Campaign. Scroll down to the Tracking section. In the Site drop-down menu, select the site to drive traffic to. In the Page, Parameter, or Referring URL field, insert the UTM parameter without a question mark preceding it. Click Add Rule. Click Save Changes.		Click to enlarge.
		Note: The resulting UTM parameter should resemble something akin to utm=CAMPAIGNNAME, where CAMPAIGNNAME can be whatever identifier you desire.

For more information on campaign tracking, refer to Understanding Campaign Tracking.

Using Group Tags

To create group tags, do the following:

In SharpSpring's top toolbar, click Analytics > Campaigns. In the left panel, click Options > Manage Campaigns. Locate the desired campaign. Next to the campaign's name, click Options > Edit Groups. In the pop-up window that appears, type the desired group names. Click Close.		Click to enlarge.
		Note: Tags are saved automatically.

When adding or editing group tags, be aware of the following:

Clicking Edit Groups will display all group tags currently attributed to the campaign.
Clicking the Select text box when it does not have text in it will display all group tags across all campaigns.

For more information on campaign tags, refer to Campaign Tag Overview.

Changing Group Tags

To change group tag names in a campaign, do the following:

In SharpSpring's top toolbar, click
Analytics > Campaigns.
In the left panel, click
Options > Manage Campaigns.
Click the desired group.
In the group tag page, click
Options > Edit Tag Name.
In the pop-up window that appears, type the new name.
Click Update.

Click to enlarge.

Viewing Tagged Reports

To view campaign reports with tags, do the following:

In SharpSpring's top toolbar, click
Analytics > Campaigns.
Enter the desired report name in the Build your customized report field.
Next to the tag name, click the checkbox.
Set date parameters.
Click Apply.
After the report populates, click Options.
Select one of the available options to save or export the report.

Click to enlarge.

For more information regarding campaign reports, refer to Viewing Campaign Results.

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Creating Campaigns

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