Marketing

To better keep track of the return on marketing investments, you can add your spending and marketing sources within the Marketing section of the software. Then, a new lead or customer is added, and your team can select the lead source to note how they heard about your company. In the metrics area of the system, you can then pull a marketing report to see how well each of your marketing channels is producing leads, appointments, bids, won jobs, and revenue. 

Marketing Source

Add a Category 

A marketing category houses marketing sources.

1. Select Add Category.
2. Add a category name.
3. Select Save.

Add a Source

Add a source to select in the "How did you hear about us?" drop down list when creating a project.

1. Select Add Source from a previously added category.
2. Select a parent category from the drop-down list.
3. Enter the source name.
4. Click Save

Add a Spend

Add marketing & advertising expenses to a marketing source. The costs entered will be reflected within the Marketing report within the Metrics tab.

1. Select Add Spend.
2. Complete the required information.
3. Click Save.

Change the Marketing Source Required Designation

Primary Users can make the "How did you hear about us?" field, which requires data that must be completed to save a customer in the "Add Customer" screen. 

1. Find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (To find the user icon on a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.) 
2. Select Company Settings on the left side of the screen.
3. Select Projects on the top row
4. Click Edit on the upper right
5. Toggle the Marketing Source Required on or off. This setting only affects the primary marketing source field. The secondary marketing source is always optional. 
6. Click Save