Marketing

Edit Marketing Inputs for Use in Metrics

The "How did you hear about us?" Drop Down List:

Input marketing costs to utilize the marketing report for Metrics.

Please access the Marketing tab from the top navigation bar.

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.