SuccessWare®21’s Campaign Management tools allows you to track advertising and its associated expense to show you an accurate Return on Investment (ROI). Campaigns can be built that focus on two different types of job in SuccessWare®21:
1. Revenue Jobs- These are jobs that are expected to drive revenue directly. Examples would be a campaign advertising Duct Cleanings, electrical or plumbing inspections or other service. These campaigns will look at Revenue generation based upon the total of posted invoices against those jobs.
2. Estimate Jobs- These are jobs that will have your salespeople or technicians providing a quote for some sort of service to the customer. These are run as Sales Jobs in SuccessWare®21. Campaigns intended to drive estimates allow you to track the closing ratio of those sales jobs, as well as the dollar amount of sales generated.
Full Campaign Management documentation can be found here.
Before you build a campaign you will need to create Lead Sources that represent the different ways that your customers will be exposed to your campaign and thus reach out to you. When creating a job in SuccessWare®21 you are required to select a Lead Source that answers the question where the customer heard about you or where they found your number today.
When building campaigns, you will want to create Lead Sources that are specific to the campaign, such as ads on a specific radio station or billboards identifying a special offer.
There is no need for you to create new lead sources if you run certain types of campaigns over again at a later time. You can deactivate lead sources. This makes them unavailable for a user to select. When re-running the campaign that uses those lead sources you can re-active the Lead Sources. Since Campaigns have a set date range, the reporting will only look at use of those lead sources during the course of that specific campaign.
In order to properly track the expenses related to your Campaign you will need to create items in the Pricebook to represent those specific expenses. The Campaign Management tool will allow you to identify the expense items related to the campaign and look at occurrences of those pricebook items that appear on posted AP Invoice during the expense date range of the campaign. In order to assure that the correct expenses are associated with the campaign, it is important that you use detailed pricebook items to represent the expense as opposed to using “generic” items.
To create a new campaign, choose Campaign Manager from the main menu, click the New button and then complete the New Campaign Form.
Names can be up to 64 characters long, use a descriptive name so it can be easily identified in the future
Campaigns can be built that focus on two different types of job in SuccessWare®21:
· Generate Revenue Jobs- These are jobs that are expected to drive revenue directly. Examples would be a campaign advertising Duct Cleanings, electrical or plumbing inspections or other service. These campaigns will look at Revenue generation based upon the total of posted invoices against those jobs. It will also track the number of jobs created.
· Generate Estimate Jobs- These are jobs that will have your salespeople or technicians providing a quote for some sort of service to the customer. These are run as Sales Jobs in SuccessWare®21. Campaigns intended to drive estimates allow you to track the closing ratio of those sales jobs, as well as the dollar amount of sales generated. Estimate Campaigns will gather their information from the information you enter in the Sales Summary form for Closed sales jobs. There you will identify if the job sold or not, what the quoted amount was and what the sold amount, if any was.
Enter the date range that the campaign will run for, when reporting, only jobs that were taken in this date range will be included, regardless of when they were completed. The date range does not apply to expenses; expenses can be assigned to any open campaign.
Click the Edit button and select the lead source(s) to use for this campaign. Note: A lead source can only be part of one campaign within a date range. If the lead source is already associated with a campaign that overlaps the date range of the campaign you are creating, that lead source will display in the list in italics and will not be selectable.
Click the Edit button and select the expense item(s) to use for this campaign.
Enter the estimated goals for this campaign, including number of jobs, amount of revenue and expected expense.
Campaign expense is calculated based upon the total of line items you have identified as part of a campaign on posted AP Invoice. Only items in the Overhead and Miscellaneous sections of the Pricebook can be counted as Campaign Expense. The expense line items can begin on a Purchase Order, but will not be counted as actual expense until they appear on a posted AP Invoice. When you add an item to a PO or AP Invoice that is part of a campaign, you will be able to tab to the Campaign field and select the name of the campaign to assign it to.
At any time you can track the current results of a campaign, choose Campaign Manager from the main menu, find the campaign in the grid and click the OK button. This open the Edit Campaign Form, from here you can click the Details button next to the data you’re interested in. You can also click the Report button to view the campaign report.
The Campaign Report is also available from the Marketing group of the Report Gallery
Note: The blue underlined text items in the report can be clicked to display a sub-report with the detail which makes up that report value.
Once a campaign is complete and you will no longer be recording new sales or expenses against it, you can mark the campaign as closed. This remove the campaign from the active campaign list and will no longer be listed when relating expense items to a campaign on an AP Invoice.