> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/campaign-planner.md).
# Campaign Planner
SprintHub's Campaign Planner is a solution that allows you to create, manage, and analyze your marketing campaigns in an integrated way. With it, you can define goals, segment your audience, track performance, and adjust your strategies as needed.
### Step by step on how to create your campaign planner
**1. Locating the Planner**
In SprintHub's main menu, access the **CRM**. Within this module, find the tab **Campaign Planner**.
**2. Creating Your First Campaign**
* When you access the planner for the first time, you will see a clean interface, ready to begin planning.
* Click the button **+ New Expense** to add your campaign or define the associated expenses.
**3. Campaign Setup**
Fill in the main fields to customize your campaign:
* **Campaign Name**: Example: "Instagram Launch", "Black Friday 2024".
* **Source and Subsource**: Define where the ad was published (e.g.: Facebook/Instagram).
* **Budget and Amount Spent**: Record the amount allocated to the campaign and track spending in real time.
* **Leads Obtained and Sales Made**: Enter manually or allow the system to pull data automatically via integration.
* **Total Sold and Losses**: These metrics help identify the campaign's efficiency.
* **CAC (Customer Acquisition Cost)**: Calculated automatically, as long as the budget and sales data are entered.
## Employee Expense Management
* **Adding Employees**:
* There are two ways to add:
1. **System Employee**: Selected from an existing list.
2. **Manual Entry**: Direct employee registration.
* **Available Fields**:
* **Department**: Selectable to organize the employee within the structure.
* **Role**: Defines the employee's position or role (for example, Manager).
* **Salary and Hours Worked**: They must be entered manually. There is no automatic filling.
* **Additional Expenses**: Possibility of adding extra costs associated with the employee.
***
#### Other Expenses Registration
* This tab allows the recording of expenses that are not directly related to marketing or salaries.
* **Fields**:
* **Category**: Identification of the type of expense.
* **Description**: Expense details.
* **Amount Spent**: Recorded amount.
By defining the name, description, and the start and end dates, we can then define exactly what in our planner. Let's go with manual entry first.
#### Why Use the Campaign Planner?
**Main Benefits:**
1. **Centralized View**: All campaign data is connected to the CRM, making informed decisions easier.
2. **Real-Time Monitoring**: Track metrics such as ROI and CAC in a practical way.
3. **Strategic Optimization**: Adjust campaigns based on the results obtained, maximizing efficiency.
4. **Integration with Other Modules**: Synchronize leads and sales directly with the CRM.
***
#### Conclusion
The **Campaign Planner** SprintHub has been updated to offer a more robust and integrated experience. Now, with its inclusion in the CRM, you can manage not only campaigns, but also align the results directly with sales processes.
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