💳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 set objectives, 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 the SprintHub main menu, access the CRM. Within this module, find the tab Campaign Planner.
2. Creating your First Campaign
When accessing the planner for the first time, you will see a clean interface, ready to start planning.
Click the + 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 consumption 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, provided that budget and sales data are entered.
Employee Expense Management
Adding Employees:
There are two ways to add:
System Employee: Selected from an existing list.
Enter Manually: Direct registration of the employee.
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: Must be registered manually. There is no automatic filling.
Additional Expenses: Possibility to add extra costs associated with the employee.
Registration of Other Expenses
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: Detailing of the expenditure.
Amount Spent: Recorded amount.
By setting the name, description and the start and end dates, we can then define exactly what in our planner. let's go to enter manually first.
Why Use the Campaign Planner?
Main Benefits:
Centralized View: All campaign data is connected to the CRM, making informed decisions easier.
Real-Time Monitoring: Track metrics like ROI and CAC in a practical way.
Strategic Optimization: Adjust campaigns based on the results obtained, maximizing efficiency.
Integration with Other Modules: Synchronize leads and sales directly with the CRM.
Conclusion
The Campaign Planner SprintHub's was 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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