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.
Add a Category
A marketing category houses marketing sources.
- Select Add Category.
- Add a category name.
- 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.
- Select Add Source from a previously added category.
- Select a parent category from the drop down list.
- Enter the source name.
- 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.
- Select Add Spend.
- Complete the required information.
- Click Save.