Campaigns Overview

A campaign is a specific marketing activity, such as such as yellow page ads, store fronts, billboard ads, mass emails, holiday cards, direct mail, and telemarketing campaigns. You can manage your campaign efforts from a centralized location in ServiceCEO by utilizing your existing customer base and demographics. Campaigns are comprised of several interconnected features:

• Configuring and maintaining campaigns.

• Assigning tasks to users and/or groups that need to be completed as part of a campaign

• Tracking metrics about the cost and revenue generated by specific campaigns

Campaigns are organized into several main areas:

• Defining Campaign Categories

• Defining Campaigns

• Campaign Tasks

• Defining Demographics

Campaign Metric Tracking

You can track the performance of your campaigns using two reports:

• Revenue report. Select Marketing from the Select the order / groups in which the items will appear drop-down list.

• Job Costing report. Select the Campaign - Summary or Campaign - Details  print style.

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