THIS FEATURE IS CURRENTLY IN PREVIEW MODE.
Thank you for testing the new campaigns feature. After the full launch of DRIVE this will be a paid feature only accessible on this tier.
To use Campaigns as part of your CRM and growth strategy, you'll need to be on our DRIVE package (Head to Upgrade from the sidebar to upgrade for free while in preview).
Head to CRM > Campaigns to open up your campaign builder
From here, you'll still have access to all our standard links for website/ facebook and Instagram that you have on the basic 'Engage' package of BoxMate so that you can track where leads are coming to you from.
But now you also have the functionality on DRIVE to build out custom campaigns.
From the right hand side under 'Custom Campaigns & Sources' click 'New' and this will open up a pop up for you to build out your campaign.
From the pop up you can then build out the campaign you are creating. In the below example, we are advertising a brand new Women's Yoga class we have started at the gym. So we've added that as our title, a 'slug' will be automatically generated below and this is what will show to the customer in the URL.
We've then also set some ideal goals for this campaign of what we'd love to see happen. We could leave those blank, but if you fill in these goals it will bring you back some interesting data from the insights page. So here we've just said it would be amazing to get to 30 visitors on our campaign, have 25 of those 30 register their interest at the gym, convert 20 of those into a trial and get 10 converted customers onto our yoga course from that.
Once you've created the campaign this will now show in the list view.
From the actions at the side you can grab the link from this custom campaign - you can choose if this is a link for your website, facebook or insta and put the relevant links directly onto your website/ social pages with the info about the new class you are running.
Now when anyone clicks on this link to come through to your CRM landing page, BoxMate will track that they came through this specific campaign link and where which is really useful for insights and tracking, but also, for following these leads through with an automated and personalised journey with automated emails/ SMS/ etc when they sign up.
The 3 dots will let you update or delete the campaign, or click the middle button to view the campaign and this will take you through to the full insights page (image below)
Here we have some mocked up data from the campaign we have just created.
The Visitors graph will clearly show you an overview of where your leads are coming from e.g website/ facebook/ instagram and when they came in. For this campaign it went live today (April 22nd) so we can see all our leads have come in in April so far.
The 4 info boxes below the graph will give you some interesting stats on how your campaign is doing. If you set up goals for yourself then you will see a progress chart underneath each of the boxes for how well the campaign is performing vs how you projected it would.
Visitors -
Unique visitors means the number of different people who saw and clicked the link through this campaign to your CRM landing page
Total visitors means the total amount of times this link was clicked - this number could include stats of the same person who has clicked through multiple times.
Registrations -
This number will show you the total amount of people who actually followed the CRM form through and registered their details with you to become a lead in your system
Trials -
This number will show how many of the leads that came through then started a trial with you
Conversions -
This will show how many of the leads that came through this campaign converted to a full customer with you
These graphs are perfect for keeping an eye on your on-boarding processes and seeing which parts of your on-boarding funnel you are losing the most potential customers.
Do you get lots of new leads signing up through your CRM form but then hardly any starting trials? Why could this be? Do you need to change to a free drop in? Give more options for trial packages?
Do you get lots of customers starting trials with you but not many then going onto become full customers? What's happening when they're in trial, is a coach reaching out to them personally to check-in? What could be improved here etc.
Leads List -
You then have the leads list which will show you all the leads who have come through this campaign with clear indications of which leads are in trial/ converted too.
So this is how creating custom campaigns inside BoxMate DRIVE works.
Where this now gets even more helpful is when we combine this with our CRM journeys and automations.
With a CRM journey, you can create a custom set of automated messages and check points for any leads that come through this specific campaign. E.g this Women's Yoga link we've created here. We can have a journey type called 'Women's Yoga' that funnels every lead that comes through this link and automatically sends them out a bespoke set of emails, in-app messages/ SMS messages and assigns coaches to do in-person check ins based on set delay times/ criteria you've designed.
To see the full guide on setting up Journeys and Automations (with custom campaigns) see the article here.
Thank you for being an early tester of this feature. Your feedback is so valuable to us and we'd really appreciate you sharing any initial thoughts/ issues you encounter while setting up campaigns.