A Campaign is any marketing initiative for which you would like to track results. These could include: a simple one-time email send, a trade show your company will attend, or even an entire multi-channel communication strategy. When deciding what to track, it is best to be as granular as possible – you can always tag multiple small campaigns (single email blasts, events, webinars, etc.) together into a group to see the bigger picture. The process is easy to learn.
This guide will show you how to create a campaign. SharpSpring enables you to easily track all of your marketing campaigns in order to view their success over time. You can track each lead’s progress from initial source through the entire sales process, even if it occurs off-line or takes months to close.
The following User Roles have access to create a campaign:
- Market Manager
Follow these steps to create a campaign.
NOTE: Salesforce.com users: When you create a campaign in SharpSpring, it is automatically imported into Salesforce.com.
Step One: On the toolbar, hover over Analytics, then in the drop-down, click Campaigns. An alternative is on the toolbar top right, click the New button and in the drop-down, click Campaign and skip to Step Three.
Step Two: On the left-side panel, next to Campaigns, click the Options symbol, then in the drop-down, select Add Campaign.
Step Three: Enter a name for the campaign, then click Add Campaign.
Step Four: Customize the campaign to suit your marketing needs. There are additional videos in each section for more information on how to create your campaign.
- General Information
- Group Tags
- Costs & Goal
- How Did You Hear About Us?
Step Five: Once you have made all selections for the campaign, on the bottom right, click Save Changes.
Ready to Learn More?
- Editing a Campaign
- Campaign Tracking
- Changing a Group Tag Name in Campaigns
- Setting Up Champaign Attribution
- Viewing Campaign Results