Campaigns & Marketing

The Kipu CRM allows you to create campaigns and link related marketing events while tracking leads, calls, and forms associated with the specific campaigns.

Important: There must be an end date present on both campaign and marketing event records in order to facilitate automated tracking of call and form activities.

Accessing Marketing & Campaigns

1. Click CRM > Business Development > Campaigns & Marketing.
   

Creating a New Marketing Campaign

1. From campaign management, click New Campaign.
2. Complete all required fields to generate the new campaign. We recommend completing as many details as possible when creating the campaign.
3. Select Save Changes to complete the process.

Creating Marketing Events

1. Select the campaign in the marketing events grid to open the panel. Then select the campaign name to be directed to the campaign event page.
   
2. Click Marketing Events on the left.
   
3. Click the Add button in the top right-hand corner.

4. Fill in the required fields indicated with asterisks.

5. Start and end dates are required to track activities related to the event. If either field on the event is left blank, the Referred Through field will also be blank on any opportunities created from the Call or Form Queue.
6. To track phone calls, the tracking number must be documented on the tracking number field as +1########## with no spaces or dashes. To track webform submissions, the unique form id tied to the webform must be documented on the tracking number field.
7. Please note, a marketing event can only track one activity type (phone calls or webforms) at a time.
8. Calls & Webforms can both be tracked on one marketing event by utilizing the UTM Campaign field. Please insert the UTM Campaign name value. Moving forward, all calls or webforms that come into the Kipu CRM with the matching UTM Campaign value will be tracked accordingly.

   • Important: For the system to track calls & webforms effectively using the UTM Campaign field, the JSON posted to our system for any given call or form submission must contain a "utm_campaign" key.

9. Click Save Changes.