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Home Knowledge Base - Article Adding a Campaign & Tracking Campaign KPIs
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Adding a Campaign & Tracking Campaign KPIs

This article is about setting up the Campaigns Tracking, as well as how we can Track the leads, Appointments as well as Transactions generated per campaign.

  1. Goto Your_Workspace -> Campaigns Tracking App
  1. You will see all of your campaigns here. System will automatically attach Campaign Name in the Seller Campaign field when the Lead is created. Or You can select a campaign by clicking on the field (You can select a campaign from a campaign tracking app item in every lead.)
    here is the list view of all of your campaigns.
  1. To see the per Campaigns KPIs or Metrics open any specific Campaign record from the list.
  2. Here you have the option to fill two fields 1) Cost of Skip Tracing, and 2) Cost of Marketing (this field must be filled).
  3. After setting fields, you can see Metrics and KPIs as shown in this picture.
  1. You can create a new campaign manually if you want to track PPC, Bird Dogs, or D4D campaigns(we will give another article for explaining these) by clicking “Add Campaign”, a green button at the right side of the screen below of All Apps view.

To maximize the most out of SimplifyREI, go through each of these articles and set up a proper system with your team that everyone enjoys.


If this article did not answer your questions regarding adding a Campaign & Tracking Campaign KPIs and you have viewed the rest of the Knowledge Base, send us an email! support@simplifyrei.io