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Campaigns are individual marketing activities associated with marketing assets, such as an email campaign, webinar, trade show, banner ad, etc. 

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The Basics

A Campaign is essentially anything that can be associated with a cost or on-going cost. For example, a trade show for $10,000, a whitepaper for $5,000 or a webinar for $10,000. The concept is that marketing assets (email, landing page, web form, etc.) are added into Campaigns. When prospects have a "First Touch" experience with that Campaign Lead Liaison uses that information to measure ROI (how effective was the Campaign) using the cost and revenue attributed to each person. 

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To use a tracking code for 3rd party sites or hard code a web site page with a campaign touch do the following: 


  • Navigate to Marketing > Campaigns
  • Select Tracking Code

Prospects will be added to the Campaign whenever they visit a page with this additional Campaign Tracking Code, even if they visit other pages first. However, the Program and Campaign will be marked as the First Touch if and only if the page containing the Campaign Tracking Code was the first page viewed during the Prospect's visit. 


Automatically Created Programs/Campaigns

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