Campaigns

Please note this article only applies if you are subscribed to Salestracker’s CRM functionality, as the process described in this article cannot be followed if you are subscribed to the data-only version of Salestracker.

You can record marketing campaigns within Salestracker and, in conjunction with creating leads, build a picture of which campaigns are more successful than others.

Campaign management takes place on the “Campaign Summary” page. Click the “Campaigns” link on the main navigation to bring up this page.

Campaigns 01

The Campaign Summary page presents a table of created campaigns. There will always be one default campaign at the top called “General Marketing”. Should you not wish to use campaigns, you can assign all leads to this campaign instead.

Campaigns 02

Creating a New Campaign

To create a new campaign, click the “Create a new campaign” button in the top left of the Campaign Summary page.

Campaigns 03

A new pop-up window will appear. Simply fill in a name for the campaign, some details about it and choose the date it will be starting. Then click “Create campaign” to save the campaign.

Campaigns 04

It will now appear in the table of campaigns.

Updating/Editing a Campaign

To alter any of the details of a campaign (including documents and lists), click the green “<>” button next to the campaign.

Campaigns 05

A pop-up box very similar to the “Create a New Campaign” box (see above). You can edit the campaign name, description or date as before, but there are the options of adding documents and lists in the right-hand side of the box.

Campaigns 06

Attaching/Removing Documents

You can add files to a campaign, such as an image or PDF of the design(s) going out for the campaign. Files must be less than 5MB in size – you can often find out the size of a file by right-clicking on it and then left-clicking on “Properties“.

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There are often numerous ways to reduce a file’s size – please consult a search engine if you need to do so.

Click *”Browse” to bring up your computer’s browse window. Find the file you wish to attach and double-click on it. Salestracker prefers it if the file’s name is only letters, numbers, underscores(_) and dashes (-) and may not allow the upload if the file name has too many special characters.

*Please note that the “Browse” button may use different wording depending on what internet browser or operating system you are using.

The file’s name will appear next to the browse button.

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Now click the “Attach” button.

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Salestracker will now attempt to upload the file. Depending on the file’s size and the speed of your internet connection, this may take a few minutes. Please give Salestracker some time to upload. The spinning icon represents that the system is working to upload the file.

Salestracker will either give you a red error message or upload successfully. If you get an error, follow the advice given by the error message and try again. If the file uploads successfully, it will appear under the “Attached documents” sub-header.

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To remove a document or file, just click the red “X” button next to the file name.

Attaching/Removing Lists

You may want to track which Salestracker-generated lists you are sending out to within this campaign. To add lists to a campaign, just select them from the drop-down menu under “Attach saved lists”.

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Clicking on the list name will add it to the campaign. The lists available are any you have created, or any that have been set to be visible to anyone on your subscription. Please note that adding one of your lists to a campaign automatically makes it visible to everyone on your subscription – if it did not do this, it would mean that nobody else would be able to use the lists attached to a given campaign.

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To remove a list, just click the red “X” button next to the list name.

Viewing Lists and Documents

Click “Save” once you have added lists/documents to record the changes. The lists and/or documents should now appear in the campaign details.

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You can click on any of the list or document links. Clicking a document will attempt to open it in a new tab (you may need to allow pop-ups in your browser). Clicking a list will open the list.

Leads

As you start assigning leads to campaigns, the Campaign Summary will start generating a count of leads next to the relevant campaigns.

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You can click this number to be taken through to the Leads Summary page, filtering out the leads associated with this campaign.

Managing Documents

If you need to find a document, you can find them with the document manager.