Marketing
Marketing helps you understand which ads bring in clients. You set up ad campaigns and build links with UTM tags for them. When a client follows such a link and submits a request through a web form, the CRM automatically records in their card where they came from.
How it works
- Create an ad campaign, for example, "Spring sale".
- Build UTM tags for it, one link for each platform and ad type.
- Place the resulting links in your ads. The website page they lead to must have a WorkZeal web form or chat widget.
- See the results in the client card on the Marketing tab: the campaign, the traffic source, and the ad type.
Sections
| Section | What it contains |
|---|---|
| Ad campaigns | A directory of campaigns with the technical name utm_campaign |
| UTM tags | A wizard that builds an ad link with tags |
| Marketing analytics | Reports on lead sources and campaign effectiveness |
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