Campaign Tag Overview

Article Contents

• Attributing Tags to Individual Campaigns
• Attributing Tags When Managing Campaigns
• Accessing Tagged Campaigns
• Campaign Tag Dashboard

1. In SharpSpring's top toolbar, click
   Analytics > Campaigns.
2. Create or edit a campaign.
3. In the Group Tags field, enter the desired tag or tags.
4. Click Save Changes.

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1. In SharpSpring's top toolbar, click
   Analytics > Campaigns.
2. In the left panel, click
     Options > Manage Campaigns.
3. Locate the desired campaign.
4. In the campaign's data row, click
     Options > Edit Groups.
5. Enter the desired tag or tags.
6. Click Close.

Click to enlarge.

1. In SharpSpring's top toolbar, click
   Analytics > Campaigns.
2. In the left panel, click
     Options > Manage Campaigns.
3. In the Groups column, locate the desired campaign tag.
4. Click the campaign tag.

Click to enlarge.

The Time chart details the number of leads, opportunities, opps won, and opps lost that were attributed to the campaign tag in the span of a month. The months listed depend on the selected date range.

The following options are available for the Time chart:

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A drop-down menu that changes the listed data. Available data
options are as follows:

   •   Leads
   •   Opportunities
   •   Opps won
   •   Opps lost

Changes the chart type. The available chart types are as follows:

  Line chart
  Bar chart
  Area chart

Changes the scale of time for data. The available time scales are
daily, weekly, and monthly.

A configurable calendar range of listed dates.

A    list of downloadable file formats and printer options. The
available file formats are as follows:

   •   .PNG
   •   .JPEG
   •   .PDF
   •   .SVG

The Top Generators chart lists the campaigns that generated the most leads over the course of the campaign period.

The following options are available for Top Generator charts:

Click to enlarge.

A    list of downloadable file formats and printer options. The available file formats are as follows:

   •   .PNG
   •   .JPEG
   •   .PDF
   •   .SVG

The Campaign Costs chart provides the total cost and a breakdown of costs for all campaigns attributed to the same tag.

The following options are available for Campaign Cost charts:

Click to enlarge.

A    list of downloadable file formats and printer options. The available file formats are as follows:

   •   .PNG
   •   .JPEG
   •   .PDF
   •   .SVG

Click to enlarge.

Active campaigns within the date range that have at least one
lead with a primary attribution of that campaign.

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.

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.

Gives you the cost of the total campaign, divided by the lead
count.

The total number of sales (closed-won opportunities) that have
a primary attribution for the specified campaigns.

The total number of lost deals (closed-lost opportunities) that
have a primary attribution for the specified campaigns.

The sum of all sales.

The total number of active opportunities that have a primary
attribution for the specified campaigns.

The sum of the total values across all Working Opps.

The sum of the expected values (probability to close multiplied
by total value) across all Working Opps.

The value of the Revenue column plus the value of the Expected
Value column.

The value of the Revenue + EV column divided by the Leads
column.