Adding marketing activities and mediums

Created by Natasha Dubauskas-Reed, Modified on Mon, 16 Jan 2023 at 03:46 PM by Kylie Mitchell

If you have not yet created a matter type for marketing activities you will need to add one first.



TIP: You only need to do this once. If you already have a matter type for Marketing Activities set-up you don't need to do this step.


 

Go to Admin > Matter Types > Create new Matter Type

 

/helpdesk/attachments/150002488900

 

Create a new matter type called "Marketing Activities" make sure to turn on use for marketing events. Add a primary participant type and hit save. 

 

/helpdesk/attachments/150002488901

Go back to the marketing campaign matter you have already created and you will notice that you can now see the option to add a marketing campaign at the bottom of the campaign overview screen.

 

/helpdesk/attachments/150002488902

Click on marketing activities to create a new marketing activity.

The name of the matter is the name of your marketing activity, for example, Facebook. Click create matter. 

 

/helpdesk/attachments/150002488903

You will then notice that this marketing activity is added to the campaign.


/helpdesk/attachments/150002488904

 

Click on the marketing activity name to edit the activity. Click on edit activity.


/helpdesk/attachments/150002488905


Edit the details of the activity making sure to match up the marketing medium with the correct drop-down option.

 

 

/helpdesk/attachments/150002488906

 

TitleDescription
CampaignWill default to your marketing campaign, you only need to select the drop-down if you have more than one marketing campaign
Start DateStart Date for the marketing activity (should pre-fill with the details of the marketing campaign if you ticked the option to make marketing campaign/activity dates the same). 
End DateEnd Date for the marketing activity (should pre-fill with the details of the marketing campaign if you ticked the option to make marketing campaign/activity dates the same). 
Budget Cost Your budget for this marketing activity
Forecasted IncomeYour expected income from the marketing activity
Marketing MediumShould have a drop-down of the marketing mediums that you have set-up. MAKE SURE TO SELECT THE DROP-DOWN THAT MATCHES YOUR MARKETING ACTIVITY. 

 

Click save. 

 

Repeat for each marketing activity you would like set-up 

Adding Marketing Mediums


TIP: It is very important to remember to add your marketing mediums - please do not forget this step!

 

Next, you need to add the same marketing mediums as described above. 

Go to Admin > Additional Settings > Marketing Mediums 

Click on the green add marketing medium button


Screen_Shot_2022-09-27_at_1.47.21_PM.png

Create a new marketing medium for all the marketing activities that you will be adding to your campaign, for example, facebook, website, word of mouth, yellow pages. 

Screen_Shot_2022-09-27_at_1.48.17_PM.png

Click Save.

Repeat as required.

 






Related Articles: