The CWAY Miami - Measuring your marketing part 2
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Transcript of The CWAY Miami - Measuring your marketing part 2
Tracking Results with Leads and Campaigns
Entering Campaigns Entering Leads Tracking Campaign Results with Reports
Measuring Your Marketing
Entering Campaigns – click “+Tab” and from the main menu choose Campaigns
Click “New” to create a new Campaign
Enter in the name of your Campaign
Enter in the name of your Campaign and other details
Entering Leads – click “+Tab” and from the main menu choose Leads
Click “New” to add a new Lead, adding their info and choosing the correct
Campaign
Name and phone number(s) How they heard of you (Campaign) Email address Contact method (did they call, email or walk
in?)
Enter as much Lead information as possible!
Tracking Campaign Results
Tracking Campaign Results
Tracking Campaign Results
What you want to track:
Which campaigns did you get Leads from? How did they contact you? (Call, Email, In
Person, etc.) Calculate your cost per lead (the cost of the
campaign divided by the numbers of leads it gained)
Website Leads into PerfectMIND
You can have a web-to-lead form on your website that upon its completion, all of the lead’s contact information will automatically sync into PerfectMIND!
Choose the fields for your web form Embed it on your website for your
promotion Set up auto emails for the lead and yourself
Web-to-lead form
After the lead fills out the form online you can review all their
details in PM
How to get started with integrating PerfectMIND with your
website for lead generation?
Speak to your Account Manager!
Logging follow-ups for Leads – use the “Log” tab
Log follow-up calls to your leads
Measuring Your Marketing – Leads and Campaigns
Q&A