# Campaign Planner

<figure><img src="/files/52c36de47332599095fb59ce6a4558dd37c31c90" alt=""><figcaption></figcaption></figure>

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 guide to creating your campaign planner

**1. Locating the Planner**

In the SprintHub main menu, access the **CRM**. Inside this module, find the tab **Campaign Planner**.

<figure><img src="/files/efb341ae2d2578e3ac70dd5f59ae1e55ec0f172a" alt=""><figcaption></figcaption></figure>

**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 button **+ New Expense** to add your campaign or define the associated expenses.

**3. Campaign Setup**

Fill in the main fields to customize your campaign:

<figure><img src="/files/7d6cea15339534ade31874a060716f9624cd0c49" alt=""><figcaption></figcaption></figure>

* **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 for the campaign and monitor consumption in real time.
* **Leads Generated 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 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. **Enter Manually**: 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**: Must be entered manually. There is no automatic filling.
  * **Additional Expenses**: Possibility to add extra costs associated with the employee.

  <figure><img src="/files/192abbaa1313cd955b6a16e25f043999671bcea1" alt=""><figcaption></figcaption></figure>

***

#### 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**: Details of the expense.
  * **Amount Spent**: Recorded amount.

<figure><img src="/files/827fab96cfb85cd31aaff85e4bf416640c80e83c" alt=""><figcaption></figcaption></figure>

By defining the name, description, and start and end dates, we can then define exactly what in our planner. let's go to 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**: Sync leads and sales directly with the CRM.

***

#### Conclusion

The **Campaign Planner** of SprintHub 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 results directly with sales processes.


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