|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.
Navigating the Attributions Page
To navigate and view your campaigns, do the following:
Creating New Campaigns
You can create different campaigns to suit your needs.
To get started with creating a new campaign, do the following:
Return to the main Attribution page at any time by clicking Back in the Save Changes bar.
When building a campaign, you will need to fill out general information, enter tracking data, set the campaign duration and attribution weight, and choose whether to track social posts.
Entering General Information
Once you have created a campaign, you will need to enter relevant information. To start, you will need to provide a title and campaign type.
To enter general campaign information, scroll to the General Information section:
After you have entered general campaign information, you can assign the campaign with relevant tracking data.
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:
To use a UTM parameter, you would need to add the snippet at the end of any link, separated by a ? character:
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.
Important: Tracking rules can have only one UTM parameter per rule. Tracking rules will not function if more than one parameter is set to them.
To add UTM parameters and tracking data to campaigns, scroll to the Tracking section:
Repeat the above steps as necessary. Click Remove to remove a tracking entry.
Setting Campaign Duration
Once you have set any relevant tracking data, you can determine how long the campaign will run for.
To set durations for campaigns, scroll to the Duration section:
After setting the campaign's duration, you can configure how impactful you want the campaign to be when compared to other campaigns.
To set attribution weight, scroll to the Attribution Weight section:
Tracking Social Posts
Once you have weighted your campaign's impact, you can determine whether the campaign will track social posts. This means that when leads click the a specific link in a social media post, they will be added to the campaign that was attributed to that post.
To set campaigns to track social posts, scroll to the Social Tracking section:
There may come a time when you need to edit how a campaign functions. Campaigns can be edited and saved as necessary.
To edit campaigns, do the following:
You can sort and house campaigns in folders.
To create campaign folders, do the following:
If you do not have folders available, campaigns will be deposited in the All folder by default.
Editing and Deleting Folders
If you no longer like a folder's name, you can edit it and rename it to something else. If you no longer need a folder, you can delete it.
To edit folder names or delete a folder, do the following:
Moving Campaigns into Folders
You can move campaigns from one folder into another.
To move campaigns into folders, do the following:
Deactivating and Reactivating Campaigns
Campaigns cannot be deleted. They can, however, be deactivated. Deactivated campaigns will not create or store interactions.
After deactivating, campaigns can be reactivated. When activated, the campaign will resume creating and storing interactions. If your campaign has been inactive for some time, consider reviewing and editing any necessary campaign settings.
To deactivate or reactivate campaigns, do the following: