1. Measuring Your Marketing Tracking Results with Leads and Campaigns Entering Campaigns Entering Leads Tracking Campaign Results with Reports

2. Entering Campaigns – click “+Tab” and from the main menu choose Campaigns

3. Click “New” to create a new Campaign

4. Enter in the name of your Campaign

5. Enter in the name of your Campaign and other details

6. Entering Leads – click “+Tab” and from the main menu choose Leads

7. Click “New” to add a new Lead, adding their info and choosing the correct Campaign

8. Name and phone number(s) How they heard of you (Campaign) Email address Contact method (did they call, email or walk in?) Enter as much Lead information as possible!

9. Tracking Campaign Results

10. Tracking Campaign Results

11. Tracking Campaign Results What you want to track: Which campaigns did you get Leads from? How did they contact you? (Call, Email, In Person, etc.) Calculate your cost per lead (the cost of the campaign divided bythe numbers of leads it gained)

12. Website Leads into PerfectMIND You can have a web-to-lead form on your website that upon its completion, all of the lead’s contact information will automatically sync into PerfectMIND! Choose the fields for your web form Embed it on your website for your promotion Set up auto emails for the lead and yourself

13. Web-to-lead form

14. After the lead fills out the form online you can review all their details in PM

15. How to get started with integrating PerfectMIND with your website for lead generation? Speak to your Account Manager!

16. Logging follow-ups for Leads – use the “Log” tab

17. Log follow-up calls to your leads

18. Measuring Your Marketing – Leads and Campaigns Q&A