Setting Up Matters for Tracking Marketing Activities and Sources

In this article:

• Part 1: Creating a Marketing Activities Matter Type
• Part 2: Setting Up Your Marketing Mediums
• Part 3: Creating Matters for Your Marketing Sources/Activities
• How-To Video 

In addition to tracking marketing revenue, you can track marketing activities and which sources you're incorporating in your marketing activities. 

There are three parts to tracking marketing activities:

• Creating a marketing activities matter type
• Setting up your marketing mediums or sources
• Creating matters for your marketing sources/activities

Part 1: Creating a Marketing Activities Matter Type

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. 
   NOTE:  If you plan to also track marketing campaign revenue, use a name that can help you distinguish between the two matter types (e.g., Marketing Campaigns and Marketing Activities.) 
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: Setting Up Your Marketing Mediums

To associate your different activities with a specific marketing medium (like Facebook, Yelp, or a billboard), you must first define what those mediums are. 

To do this:

1. In Practice Management, go to Admin > Additional settings. The Additional Settings page appears.
2. Click Edit in the Marketing mediums section. The Marketing Mediums page appears.
3. Click Add marketing medium. The Create Marketing Medium window appears.
4. Enter a Medium name. 
5. Click Save. The medium is created. 
6. Repeat these steps for each additional medium you plan to use.

Part 3: Creating Matters for Your Marketing Sources/Activities

In this workflow, you will create a matter where you can track specific campaign insights for your marketing sources (or mediums). Because it's based on matter types specifically set up to manage these details, the matter overview will look different from your other matter types. Additionally, if you haven't created a marketing campaign matter (as described in Creating a Marketing Campaign), you will also need to do that in the steps below. 

To create a matter for your marketing sources:

1. Choose from the following, based on whether you need to create a new marketing campaign matter or update your existing marketing campaign matter:
   • If you need to create a new matter, proceed to Step 2. 
   • If you need to edit an existing marketing campaign matter, view that matter and skip to Step 7.
2. In Practice Management, click the global Create button and choose Matter. The Create Matter window appears.
3. Select your marketing activities-specific matter type. A new page appears for you to enter your details. 
4. Enter a Matter Name and make sure the name in the Assigned to field is correct. 
5. Click Create Matter. 
6. Once created, view the marketing campaign 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.)
7. On the marketing campaign matter page, make sure you're viewing the Home > Campaign Overview page. To do this, hover over the Home icon and choose Campaign Overview.
   
8. In the Marketing Activities section, click the link under Add a Marketing activity to this campaign.
    The Create Matter page appears.
9. In the Matter Name field, enter the source for your specific marketing campaign (for example, Facebook, Firm Website, Yellow Pages, etc.)
10. Click Create Matter. The Marketing Activities source is added to the matter's Home page. (You may need to click the Home > Campaign Overview icon to view this page again.)
    
11. Repeat these steps for each additional campaign source. (You may need to navigate back to the matter's Home page each time.)
12. In the Marketing Activities section, click the link for the source.
     The matter related to the source you created is displayed.
13. Click Edit activity.
    The Activity Settings page appears.
14. Complete the following details: 
    • Campaign: Choose the marketing campaign this source is associated with. (You only need to change this option if you have multiple campaigns running.)
    • Budget Cost: Enter the budgeted amount for this marketing activity.
    • Forecasted Income: Enter the expected income you except to receive from the marketing activity.
    • Marketing Medium: Choose the marketing source associated with this activity. If it's not listed, make sure you enter it by following the instructions in Part 2: Setting Up Your Marketing Mediums.
15. Click Save to save your changes. 

Now, when you create a new matter as a result of one of your marketing campaigns, you can track that information directly in the matter and the data in your Marketing Campaigns matter will be updated accordingly. 

How-To Video 

Related Articles:

• About Marketing Campaigns  
• Creating a Marketing Campaign
• Associating Marketing Activities with a Matter
• Tracking Marketing Expenses
• Reporting on Marketing Campaigns