Marketing
Plan campaigns, move them from Planning to Done, and see what your website brings in by source, page and campaign.
Availability: Available on Pro, Business and Enterprise, and during the 14-day trial. Compare plans
Who can do this: Owners and Admins, or a role with Organization settings, turn it on; Owners and Admins add tracked sites.
Marketing adds campaigns, each with a stage, a goal and a budget, and web analytics, which shows what your tracked website brings in. A campaign's tracking code ties the visits its links bring back to the campaign.
Turn it on#
Turn Marketing on from its page in Explore modules: see Modules. Its shelf in the menu holds Campaigns and Web analytics.
Plan and run a campaign#
Campaigns open as a timeline: a bar from Start date to Target date, coloured by Channel, with the stage beside the name. The view switcher also has a board by stage, a calendar and an agenda by Target date: see Views.
Add the campaign#
Open Campaigns and add one. Name is the only required property. Set Channel (Email, Social, Events, Paid or Mixed), Start date and Target date, Budget with its Currency, and Objective.
Link a goal#
On the campaign's page, choose a Goal under About. Overview then shows the goal's progress and its pace: On pace, At risk or Off pace. The pace is the Goal's own. The campaign does not work it out.
Move it through its stages#
The stage control in the campaign's header offers Move to Planning, Start build, Send to review, Launch and Mark done. A campaign can move to any stage from any other, so it can always go back. On the board, dragging a campaign to another stage makes the same move.
Keep the spend current#
Enter Spend as money goes out. Overview shows Budget pacing, Influenced pipeline, Won revenue and ROI. ROI needs spend in the currency of the won revenue. With no spend, Overview says to add some.
Note: Launch sends nothing. An email, a post or an ad goes out by its own act. No stage freezes the campaign: spend and dates stay editable while it is live.
Count the visits a campaign brings#
Add your site#
Add the site in Settings > Marketing > Web tracking: see Tracking script.
Give the campaign a tracking code#
Under About, fill in Tracking code: lowercase letters, digits, hyphens and underscores, 2 to 64 characters, starting with a letter or a digit. Each code is used once in your organization, even by a campaign in the recycle bin.
Copy the tagged link#
On Overview, in the Tracking code card, choose Copy link with code. The link goes to your tracked site and carries the code as utm_campaign and the channel as utm_medium. With no tracked site, the card says so and offers Open Web tracking.
Read the visits#
Open Results. Visits counts the sessions that started from links with the code, and the visitor-days, each visitor counted once a day. Influenced deals lists the deals linked to the campaign, and Won says how many of them are won.
Change the code and the visits the old one brought are no longer counted for the campaign.
Read web analytics#
Open it#
Open Web analytics. With no site tracked it says No tracked sites yet and, to people who can manage sites, offers Set up tracking.
Choose a site and a range#
A Site selector appears when you track more than one site. The range is Last 7 days, Last 30 days (the default) or Last 90 days. A badge counts the people online in the last 30 minutes.
Read the page#
The chart switches between Visitors, Sessions and Pageviews. Bounce rate and Avg. visit are tiles. Sources, Top pages, Devices and Countries each list the top 10. Visitors by weekday shades each day by how many visited.
The script uses no cookies, so a visitor is counted once a day: someone who comes on three days counts three times.
Settings#
| Setting | What it does |
|---|---|
| Settings > Marketing > Setup | Lists what is done and what is missing: Web tracking, Forms and Campaigns, which is optional. For Owners and Admins. |
| Settings > Marketing > Web tracking | Your tracked sites and the script. Everyone can read it, and Owners and Admins add sites: see Tracking script. |
What the Agent does#
- It answers questions about your traffic with Query web analytics, a read that runs in every mode. It can group visits by day, source, page, device, country or campaign, and find a campaign's visits by its tracking code.
- It creates and edits campaigns like any record and makes the same five stage moves. Changes to Budget and Spend are money, so they wait on a card: see Autonomy and approvals.
- Adding, pausing or deleting a tracked site waits for your approval.
Questions#
Where are forms and embeds? Forms, embeds and the site agent belong to the Web shelf, not to Marketing. See Form endpoint and Embeds.
What if my plan ends? Marketing stays readable and stops taking changes until you are on a plan that includes it.