Adding marketing activities and mediums

Modified on Mon, 16 Jan, 2023 at 3:46 PM

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:


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article