CompleteEmpire

Creating and Editing Expense Campaigns

Updated on

In built into CompleteEmpire is the ability to comprehensively track new activity as well as link that to costing analysis to  properly assess the effectiveness of campaigns and marketing spend.

You have the ability to create an unlimited number of Marketing Campaigns to ensure sources and expenditure can be appropriately clustered, managed and reported upon.

Explore the Expense Campaign tab

Each Marketing Campaign can have many Expense Campaigns allocated to it. This allows you to monitor and manage a variety of different activities (i.e. Advertising, Social Media, Events, Promotions etc) as a a sub group to provide clear visibility and reporting.

Expense Campaign tab

  1. Create New  -  Create a new expenses campaign.
  2. Note , the Expense Campaign will be allocated under the Marketing Campaign that is selected and visible on the screen at the time of creation, be sure to check and allocate as necessary.

Creating a New Expense Campaign

  1. Create New  -  click to create a new expenses campaign.

  2. You will first be asked to assign this campaign into its appropriate area, so select the option most relevant as below:
Developer If you are operating the Development Module, you can assign a campaign against a specific Development that you are promoting. This will allow these expenses to be visible in both the Marketing System as well as in the Development Area.
Syndicate If you are operating the Syndicate Module, you can assign a campaign against a specific Syndicate that you are promoting. This will allow these expenses to be visible in both the Marketing System as well as in the Syndicate Area.
Event Expense Campaigns can be assigned to a specific event you are hosting or arranging.
Source Expense Campaigns can be assigned against a general source to track the cost effectiveness of new clients, opportunities or enquiries.
  1. Name  -  enter your description of relevance i.e. Social Media, Launch Campaign.
  2. Campaign Type  -  select the Campaign Type from the preset list (or go to System Lookups to add a new one if required)
  3. Default Currency  -  you have the option to run the expenses in a currency most relevant to you.
  4. [OK] click to create a new Expense Campaign.

You can have an unlimited number of Expense Campaigns for each Marketing Campaign. Simply keep creating a new one as you may require.

Managing Expense Campaigns

Once the Expense Campaign is created, you can use the function tools to manage them as below:

  1. Edit  -  edit the campaign elements.
  2. Edit Expenses  -  to add both estimated and actual expenses specific to the campaign.
  3. Clone  -  use to make a duplicate copy of the expense campaign selected. Click Yes to confirm.
  4. Delete  -  use to delete an expense campaign. Click Yes to confirm.

 Once created, any Tracking Code can be assigned to an Expense Campaign by dragging it across to the Expense Campaign of relevance. Note a Tracking Code can only be assigned to one Expense Campaign, so create a new Tracking Code for each Expense Campaign even if it has similar Source & Source Origin.

  1. If this is done accidentally, then you can unlink the pairing by clicking on [Unassign Tracking Code]  - the broken chain icon to the right of the Campaign Type.

Creating Campaign Expenses - Estimates

  1. Estimates Tab
  2. Create New  -  select to create a new data entry line in the grid view.
  3. Edit  -  use to edit the expenses.
  4. Delete  -  remove expenses.
  5. Save  -  save expenses.
  6. Cancel  -  cancel entries current entries.

For Estimates simply select the Expense Type from your preset list (or go to System Lookups to add a new one  if required) and the currency and amount then save the entry data'

Adding Campaign Expenses - Actuals

  1. Actuals Tab
  2. Create New  -  select to create a new data entry line in the grid view.
  3. Save  -  save expenses.
  4. Cancel  -  cancel entries without saving.
  5. Edit  -  use to edit actual expense entry.
  6. Delete  -  remove saved expense entry.

For Actual expenses you can enter more information and then save the entry data, including:

  • Date of the invoice
  • Expense Type from your preset list (or go to System Lookups to add a new one if required)
  • Due Date for Payment
  • Payee v. Paid Date
  • Currency
  • Amount
  • GST inclusive  -  tick if the amount stated includes GST

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Previous Article Creating and Editing Tracking Codes
Next Article Tracking Codes

Marketing

Marketing 5
Still Need Help? Contact Us