2. Creating Marketing Events

A Marketing Event in the Kipu CRM is any trackable marketing activity—such as a conference, webinar, or ad campaign—that can be linked to tracking numbers or website forms for seamless reporting.

Note: To create a Marketing Event, a campaign must already exist in the CRM.

Field	Description
Event Name	Name of the event (e.g., Winter Conference 2025)
Event Type	Type of marketing effort (e.g., Conference, Webinar, Ad Campaign)
Event Dates	Start and End Dates
Associated Cost	Overall Cost (e.g., $1,500) Individual Cost (e.g., $500 per person) Cost Per Call (e.g., $20 per call transfer)
Primary Event Manager	Staff member managing the event

Workflow 1: Creating Marketing Events Manually

After creating the marketing campaign, the marketing staff creates a Marketing Event to document their marketing efforts. For more information on creating marketing events, click here.

1. Navigate to CRM Business Development Campaign & Marketing.
2. Select an existing campaign.
3. Click on Marketing Events in the Information Panel.
4. Click Add to create a new event.
5. Enter the Marketing Event Name (required).
6. Complete the Start Date and End Date fields to improve reporting accuracy.

Super User Tip: Use the Visibility Controller (purple eye icon) to require Start Date and End Date fields for consistent data entry.

Workflow 2: Creating Marketing Events via Patient Record

If a Marketing Event is discovered during intake, it can be created directly from the treatment opportunity.

1. Use the Global Search to find the patient.
2. Open the Treatment Opportunities tab from the side panel.
3. Select the treatment opportunity you want to update.
4. In the Referred Through section, click Add Referred Through.
5. Set the Type to Marketing Event.
   
6. Select the appropriate Campaign Source and Marketing Event Source.
7. Click Save.
   
8. This will log the Marketing Event and associate it directly with the treatment opportunity.