Marketing Campaign Basics

23 Feb 2017

Marketing Campaigns are the foundation of every opportunity, serving as a driving force behind effective growth.

These step-by-step instructions go over how to set up a Marketing Campaign to track your ROI on particular marketing events such as the annual AWS re:Invent. More information on Marketing Campaigns, checkout university.connectwise.com

Step One: Open Marketing Campaigns

• Select the Marketing icon in the left sidebar
• Select the Marketing Campaigns option after the sidebar expands

Step Two: New Campaign

• Click the + button in the upper left corner
• Enter in the appropriate data to proper form fields
• Click the Save button

Step Three: Setup

Once you have saved your new Marketing Campaign, a panel at the bottom of the screen will become available where you can complete the setup.

• Enter the Budget cost
• Enter the expected Revenue
• Optional Select a default Track from the drop down menu

  Tracks can be used to automate many things over a set duration of time. A good track to use in this case would be one that automatically creates activities for the account manager one week after sending out bulk emails.

• Click Save

Step Four: Open Marketing Manager

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