Marketing Campaigns

A marketing campaign is any event or activity designed to reach new and existing leads, contacts, and/or clients for the purpose of generating new business for your firm.

You maintain marketing campaign data in the Marketing Campaign Info Center.

Marketing campaigns may include:

• Attending trade shows or professional association meetings to generate new leads for your firm.

• Mailing brochures or other marketing materials to all the leads in your database to increase awareness of your firm and its services.

• Hosting seminars or meetings for leads and clients to describe the services that you offer and to highlight project accomplishments.

Use the Marketing Campaign Info Center to:

• Enter marketing campaign name, type, target audience, objective, and description information.

• Track campaign budgets, costs, and revenue using project labor and expense data.

• Set up, track, and summarize campaign activities.

• Track responses to the campaign, including the number of business leads, contacts, opportunities, and projects generated by the campaign.

• Access files related to your campaigns.

• Export data to Microsoft Excel.

After you enter data in the Marketing Campaign Info Center, it is accessible by anyone at your firm whose security role has access to the Info Center. Use this data to generate reports, schedule activities, and monitor campaign status.