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Head to CRM > Campaigns from the sidebar 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 using the standard landing page.
Creating Campaigns
To add a custom campaign, from the right-hand side under 'Custom Campaigns & Sources', click 'Add Custom'.
From the pop up, add a title and a unique 'slug' will be automatically generated below and this is what will show to the customer in the URL and track activity.
You can then set some optional goals for this campaign to unlock insights on the campaign's detail page. An example could be: have 30 visitors; 25 of them register their interest; see 20 of those on a trial; convert 10 to customers.
Managing Campaigns
Once you've created the campaign, this will now show in the list view, and you have various options via the buttons to the right of each:
Configure (Page) - Selecting this will take you to the page where you can build the specific content for the cmpaigns landing page with all the same options as your standard landing page form - see dedicated section below.
Links - Click the link icon to see 3 further options for Standard, Facebook and Instagram, which all copy the landing page URL to your clipboard for pasting into wherever you want to capture leads.
Performance (Page) - Click to view the campaign's performance on a detailed page with leads and stats - see dedicated section below.
Update Campaign - Make changes to the campaign title and goals.
⛔️ Important - If you change the title/slug, this will stop working wherever you have the link if it is already in use.
Remove Campaign - This will remove the campaign fully, along with all data and the link will then fall back to the default landing page form.
Configure Page
On this page, you will build the form that your customers see and then save the configuration to make it live.
From the menu bar at the top, you have a few options:
Campaigns - Dropdown selection to switch campaigns
Preview Page - Opens a new tab with the page that your users will see and the form to complete (Good idea to test as yourself first)
Performance - Loads the performance page showing stats and leads linked to this campaign.
Save Config - Saves the current configuration and updates the landing page.
Performance Page
Once you have traffic starting to come through the landing page, the performance page will populate with your data and provide some useful insights.
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.
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 number 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.
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.
Analysing Performance
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.
So that's how to build, mage and view. Where this now gets even more powerful is when we combine this with our CRM automations and create a custom set of automated communications and checkpoints for any leads that come through this specific campaign.
For example, a custom campaign called 'Women's Yoga' that funnels every lead that comes through this landing page and automatically sends them out a bespoke set of emails, in-app 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 Automations (with custom campaigns) see the article here.
Thank you,
Team BoxMate!