Related Articles:

Tracking with UTM codes (Recommended for all externally posted links)

Tracking Pages/Blogs as Campaigns (Recommended for Blog articles and other important site pages that generate organic traffic)

Introduction to Campaigns

Campaigns in SharpSpring are best defined as the most granular source of leads that we wish to track.

By properly tagging campaigns into logical groups like Social Media, Blog Posts, Industry Segments (Technology, Safety, Medical, Industrial etc.) and so on, SharpSpring gives the ability to monitor the successes and failures of all your marketing efforts. From now on, you can start spending your time working on strategies that generate real results.

When to create a new campaign or use an existing campaign

We recommend that you create a new campaign for every combination of Topic and Medium - Topic is what the campaign is about, and Medium is where it will be posted. For example, if you have a landing page to download a White-Paper on Safety that will be promoted on Facebook and LinkedIn, you would create two campaigns:

  • White-Paper - Safety - Facebook
  • White-Paper - Safety - LinkedIn

Why not create a new campaign for each individual post? Wouldn't that tell us how effective each post is compared to others?

The short answer is Yes, we can create a campaign for each post, but it isn't entirely necessary. Creating a new campaign for each post makes reporting tricky when there are many posts. The simpler (and our recommended) alternative is to simply filter the campaign reports by date if you'd like to see how many responses there were to a given post. This also means that you can re-use campaigns over and over when posting on the same medium about a topic that has been posted before.

Grouping by Tags

Campaigns should be tagged by their Topic and Medium, so that you can group related campaigns together for reports. A campaign can have more than 2 tags, if the Topic falls into a logical category of Topics, or the Medium falls into a logical category of mediums. For example, if you are creating a Campaign for a white-paper that talks about Safety, and will post it on Facebook, you should add tags for:

The Medium: Facebook

The group for this Medium: Social Media

The Topic: Safety

The Group for this Topic: White Papers

This best practice fits most business models, but feel free to add additional tags to group campaigns together logically.

First or Last? Which Campaign gets the credit for sales?

When it comes to measuring sales ROI (Return On Investment - revenue generated by various strategies), SharpSpring allows you to choose whether to give credit to the original source of a lead or the most recent campaign interaction - this is known as a lead’s Primary Campaign.

  • If you have a long sales cycle and generally sell a single service, then it makes the most sense to assign the original lead source.
  • If you have a short sales cycle (which often also means a lot of repeat business), then it makes the most sense to assign the most recent campaign interaction.

While reality has a bit more grey area in between these two options, SharpSpring currently does not. You can set which campaign gets the credit for sales by going to Settings > Company Profile and select one of these options:

  • Always attribute the first campaign the user visits
  • Always attribute the last campaign the user visits

FunnelBud will decide and set this option for you when we start your account.

Tracking Options

  1. UTM Codes - The most accurate tracking method. Place a string of text at the end of your links before posting
  2. Landing Pages - Track all leads visiting a page under a single campaign
  3. Referring URL's - Track all leads visiting from a particular URL under a single campaign