--- title: Marketing description: Plan campaigns, move them from Planning to Done, and see what your website brings in by source, page and campaign. url: https://salexhub.com/docs/modules/marketing type: how-to area: marketing section: Modules last_updated: 2026-11-14 prerequisites: - https://salexhub.com/docs/platform/modules related: - https://salexhub.com/docs/developers/tracking - https://salexhub.com/docs/developers/forms - https://salexhub.com/docs/developers/embeds - https://salexhub.com/docs/data/views - https://salexhub.com/docs/agent/autonomy - https://salexhub.com/solutions/marketing tools: - analytics.query - campaign.launch - tracking.site.save plans: - pro - business - enterprise who: Owners and Admins, or a role with Organization settings, turn it on; Owners and Admins add tracked sites. --- # 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. [Plans](https://salexhub.com/pricing#compare) > > **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](https://salexhub.com/docs/platform/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](https://salexhub.com/docs/data/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](https://salexhub.com/docs/developers/tracking). ### 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](https://salexhub.com/docs/developers/tracking). | ## 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](https://salexhub.com/docs/agent/autonomy). - 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](https://salexhub.com/docs/developers/forms) and [Embeds](https://salexhub.com/docs/developers/embeds). **What if my plan ends?** Marketing stays readable and stops taking changes until you are on a plan that includes it. --- The same page for people: https://salexhub.com/docs/modules/marketing. Index of this site for agents: https://salexhub.com/llms.txt