Tip #92 - How to Set up an Advertisement Source and Advertisement Campaign

Use the following steps to create a paid advertisement source and set up your advertisement campaign.

When entering a new lead or new case in Case Wizard you have the option of selecting the source of the lead – paid advertisement campaign, referral from an attorney or law firm or other sources.

For paid advertisement, you must first create the source (contact) for it to be displayed as one of the options on the list of sources in Case Wizard.

Create the source (your paid advertisement contact) by going to Contacts > Add Contact.

2. Create the contact information

a. The contact must be organization; and

b. The contact type must be ‘Advertise’

After you have created the contact for your advertisement source, you must then create your Advertisement Campaign. Here are the steps to create the Advertisement Campaign:

3. Go to Admin > Advertisement Campaign

4. Click the ‘Add Advertisement Campaign’ button in the top left corner of the screen

5. Complete the information required on the ‘Add Advertisement Campaign’ dialog box

a. Amount Spend

b. Start Date

c. End Date

d. Campaign

(Budget and Comments are optional)

Select the Campaign from the drop-down list – this will be the contact you created in step 2 above.

When the appropriate source is selected in Case Wizard (or updated subsequent to the case creation) SmartAdvocate will use that information to populate appropriate data on Dashboards and Reports, such as, the Financial Dashboards > Advertisement Campaigns.