Marketing Campaign Tracker

Overview
The marketing campaign tracker on the Lead sources page shows how well each campaign and its lead form is performing. Each campaign is a lead source with its own lead form link and QR code, and Bolster tracks its costs, new customers, conversion, new jobs and return on investment (ROI). To track a lead form, you create a campaign, then link a lead form to it.

Open the Campaign Tracker

1. In the left-hand menu, click Marketing.

2. Click Lead sources.

Under Your active campaigns, each campaign shows:

• Costs: what you have spent on the campaign (for example, $20,000.00).
• New customers: how many new customers came in through the campaign.
• Conversion %: the percentage of those customers that turned into jobs.
• New jobs: the number of jobs won and their total value (for example, 4 jobs worth $39k).
• ROI: the return on investment for the campaign (for example, -37.54%).

Change a Campaign's Status

1. On the campaign, click Active campaign.

2. Select Inactive campaign to deactivate the campaign so it is hidden from options and this list, or Active campaign to keep tracking it and keep it as an option when adding a new lead manually. Links generated from an inactive campaign still work. To close the window without changing anything, click Cancel.

Create a New Campaign

1. At the bottom of the list, click Create new marketing campaign / lead source. A new campaign named My new lead source is added to the list.

2. Click the campaign name and enter a new name (for example, Website Test). A Saved! message appears.

3. Optionally, click Copy lead-form link to copy the campaign's lead form link, or Download lead-form QR code to download its QR code.

Link a Lead Form to the Campaign

1. In the Marketing menu, click Lead Forms.

2. In the top right corner, click Custom lead forms.

3. Double-click the lead form you want to link (for example, Lead Form for Website 2).

4. Click the Settings tab.

5. Click the Lead source dropdown and select the campaign you created (for example, Website Test).

6. In the top right corner, click Save changes.

Anyone who fills out this form is now linked to the selected lead source.

Test the Lead Form and Check the Results

1. Open a preview of the lead form in a new browser tab.

2. Fill in the form. Email is required.

3. Click Submit. A Submission Successful message appears.

4. Go back to Bolster, then in the Marketing menu, click Lead sources.

5. Scroll down to the campaign. New customers now shows the new submission.

Tips & Best Practices

• Use Both a Lead Form and a Lead Source: The lead form brings the lead in, and the lead source tracks where it came from. You need both to track your marketing campaigns.
• Test Before You Share: Submit a test entry on the form and check that it appears under the right campaign on the Lead sources page.

Why This Matters

• You can see how well each lead form and campaign is performing, from new customers through to new jobs and ROI.
• Linking a lead form to a lead source means every submission is tracked against the right campaign.

Summary

Go to Marketing > Lead sources to see each campaign's costs, new customers, conversion, new jobs and ROI. Create a new campaign with Create new marketing campaign / lead source, then open a lead form under Lead Forms > Custom lead forms, set its Lead source in the Settings tab, and click Save changes. New submissions on that form are then counted under the campaign.