Setup Advertisement Sources and Campaigns

Video explanation

Instructions

Create a new contact for the advertising source. The source has to be an Organization, and the Contact Type must be Advertise. Once you give the contact a name and saved the contact card, that should add the contact as an advertising source. (Make sure the Active box is checked, but it should be by default.)

The Advertisement Campaigns administrative page allows you to keep track of the advertising campaigns run by your firm. The data you store here is essential for the Advertisement Campaigns Dashboard, which is used to help calculate the efficacy of your advertising.

This page stores your campaign information in a table, where each row is a separate campaign taking place over a specified time period. There are five columns of information, in addition to one column of actions that can be taken. The information columns are as follows:

Amount Spend: The cost of the campaign during the time period.
Start Date: The beginning of the time period.
End Date: The end of the time period.
Campaign: The advertisement used in the campaign.
Comments: Any comments about the campaign.

The action column an Edit icon, which opens the Add/Edit Advertisement Campaign Panel containing the information about the campaign; and a Delete icon, which allows you to delete the row (there will be a confirmation message first to prevent accidental deletion).

To add a new row, click the Add Advertisement Campaign button in the upper left corner, which opens the Add/Edit Advertisement Campaign Panel, completely blank.

The Add/Edit Advertisement Campaign contains a Text input field for Amount Spend, a Date-widget dropdown for each of Start Date and End Date, a Dropdown listing each of the contacts in your system with the type Advertise for Campaign, and a Text input field for Comments. Amount Spend and Campaign are required fields.