Creating a Marketing Campaign

In this article:

• Part 1: Creating a Marketing Campaign Matter Type 
• Part 2: Creating a Marketing Campaign Matter
• How-To Video

Marketing campaigns give you the ability to track revenue based on how your clients find you through your marketing activities. For example, if you advertise on Facebook, Yellow Pages, Google ads, and/or word of mouth, you'll want to track how much revenue is generated from each of these marketing avenues. Marketing campaigns can assist with this. 

There are two parts to setting up a marketing campaign:

• Creating a marketing campaign matter type 
• Creating a marketing campaign matter

Part 1: Creating a Marketing Campaign Matter Type 

An admin user can complete these steps. 

To create the matter type:

1. In Practice Management, go to Admin > Matter types. The Matter Types page appears.
2. Click Create new matter type. The New Matter Type window appears.
3. Enter a Matter type name and Description. 
4. In the Other settings section, toggle Use for marketing campaigns to on. 
5. In the Parties section, set a primary Participant Type.
6. Leave all other settings set to their default selection.
   
7. Click Save to save your changes.

Part 2: Creating a Marketing Campaign Matter

In this workflow, you will create a matter where you can track your specific campaign insights. Because it's based on a matter type specifically set up to manage these details, the matter will look different from your other matter types. 

NOTE:  If you want members of your staff to always see and edit campaign data for this matter, have those staff members edit their profile information and in the Landing pages section, toggle Use Marketing screen to on. Otherwise, users can hover over the Home menu icon and choose Campaign Overview. 

To create a marketing campaign matter:

1. In Practice Management, click the global Create button and choose Matter.  The Create Matter window appears.
2. Select your marketing campaigns-specific matter type. A new page appears for you to enter your details. 
3. Enter a Matter Name and make sure the name in the Assigned to field is correct. 
4. Click Create Matter. 
5. Once created, view the matter. You can use the quick search box to do this. (See Using the Quick Search Box to Search for a Matter or Contact for help.)
6. Provide the following details: 
   • Start Date / End Date: These are the start date and end dates of the campaign. If you want to track all revenue for the foreseeable future, use an extended future date and if you want to track revenue created before the current date than create a backdated date as the start date. 
   • Force activity dates to match campaign dates: Select this to ensure that any activities associated with this campaign have the same dates. This is recommended. 
   • Sales Pipeline: Select this to track the sales pipeline sold figure (what you expect to be billed not what was actually billed) found in Matter > Billing > Sales and Marketing.
     
   • Actual: Select this option to track the actual amount invoiced (including disbursements) - (exclusive of tax) with the dates of the activity/campaign. 
   • Customer Lifetime Value (CLV): Select this option and then enter the Estimated CLV, which is the amount you expect to recover from every client for their lifetime (regardless of the number of matters). This will track your expected lifetime value × number of clients. 
   • Show Campaign Budget and Forecast: Select this option to enter the Budged Cost (the amount you expect to spend on your full marketing campaign) and the Forecasted Income across the entire campaign.
   • Track ROI from these Matters: Select the matters you want track marketing efforts for. 
7. Click Save to save your changes.

NOTE:  You can adjust this information any time by clicking Edit campaign on the Overview page for the marketing campaign matter. To show the Campaign Overview details, hover over the Home menu icon and choose Campaign Overview.

How-To Video