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Campaign Tag Overview

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Forest Myers
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When running multiple campaigns, you may want to see how they compare to one another, or view their general performance.

This article will provide information on viewing and managing campaigns by tags.


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Creating Campaign Tags

Campaign tags can be created through the Tag Manager. To access and create campaign tags, do the following:

  1. In SharpSpring's top toolbar, click
    Analytics > Campaigns.
  2. Click the  bullhorn.png  All Campaigns tab in the Campaigns panel.
  3. Click the name of the desired campaign.
  4. Click Click  cog.png  Options > Edit Campaign.
  5. Click Manage All Tags in the Group Tags section.
  6. In the Tag Title field, enter a tag name.
  7. Select Campaign from the Tag Type drop-down menu.
  8. Click Add New Tag.
  9. Repeat as necessary.
  10. Click  12close.png  Close to exit the Tag Manager.
  
Click to enlarge.

For more information on editing, deleting, and using tags in SharpSpring, refer to Using the Tag Manager.


Attributing Tags to Individual Campaigns

To view campaign tags, you will first need to attribute tags to campaigns. Campaign tag attribution cannot be done through the Tag Manager and must be done through individual campaigns. To attribute tags when creating or editing individual campaigns, do the following:

  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.
  


Click to enlarge.

When adding or editing campaign tags, be aware that clicking the Select a group text box when it does not have text in it will display all tags across all contacts.


Attributing Tags When Managing Campaigns

To attribute tags to existing campaigns, do the following:

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

Click to enlarge.


Accessing Tagged Campaigns

To access tagged campaigns, do the following:

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


Click to enlarge.


Campaign Tag Dashboard

Once you have accessed a tagged campaign, SharpSpring will display the Campaign Tag dashboard. This dashboard lists metrics involved with all campaigns associated with a specific tag.

 

Time Chart

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:

  


Click to enlarge.
     
Option   Description
Data Type  

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

   •   Leads
   •   Opportunities
   •   Opps won
   •   Opps lost
Chart Type  

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

statistics.png  Line chart
bars.png  Bar chart
graph.png  Area chart
Time Scale  

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

A configurable calendar range of listed dates.
Download  

A  list2.png  list of downloadable file formats and printer options. The
available file formats are as follows:

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

 


Top Generators Chart

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.
Option   Description
Download  

A  list2.png  list of downloadable file formats and printer options. The available file formats are as follows:

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

 


Campaign Costs Chart

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.
Option   Description
Download  

A  list2.png  list of downloadable file formats and printer options. The available file formats are as follows:

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

 


Reports Sheet

The Reports sheet provides a spreadsheet of report metrics and leads.  


Click to enlarge.

 

Campaign Totals

Campaign Totals have the following metrics:

Metric   Description
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 the Expected
Value column.
Projected
Rev/Lead		  

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

 


Leads

Leads shows leads brought in by the campaign and are presented at-a-glance.

 

View All

View All views all leads brought in by the campaign on a separate page in SharpSpring.

 

Export

Export provides a way to export the report to the Export Manager. The export will be exported as a .CSV file. The list of exportable file options is as follows:

•   Export Leads
•   Export Working Opps
•   Export Opps Won
•   Export Opps Lost

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