We would like to measure the success of specific marketing campaigns. Therefore, we require more detailed information like the source. It would be even ideal to generate a marketing campaign and directly enter leads out of this campaign.
Do you have any experience or solution for that? How do you handle that today?
Jochen,
We, at IFS, use IFS Cloud, so know exactly what you want.
However, we ended up adding some custom fields so that we could report on the success of different campaigns as per below…
Regards,
Antony
Thank you - 1st part of the question is answered. A custom field looks fine for me.
Would you also be able to provide also an answer for the 2nd part to create a Lead directly out of a campaign?
Sure, this is standard functionality from the activity section on an action as per screenshot below….
Regards,
Antony
Great to see - I will inform our IFS consultant to have a deeper look into that and make this “New Lead” available on the campaign
Jochen,
We, at IFS, use IFS Cloud, so know exactly what you want.
However, we ended up adding some custom fields so that we could report on the success of different campaigns as per below…
Regards,
Antony
Hi Anthony,
How do you trace Business Opportunities to specific Marketing Campaigns?
Thanks!
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