Whether your firm's leads come from referrals or other marketing sources, NeosAI Platinum contains a customizable tool for tracking all Intake sources and returns on your investment.
Marketing campaigns can be created in Intake Settings, linked to the Source Mini Directory, added to Intake forms, and tracked in Plat Reports and Dashboards.
NOTE: You must have the proper permissions to Intakes > Marketing Campaign Tab (Plat) to access and customize marketing campaigns. Your firm must be a NeosAI Platinum subscriber to create Marketing Campaigns.
To create a new marketing campaign:
Navigate to Intake Settings from either Browse Intakes or from Settings.
Select the Marketing tab from the left pane.
Click the New Record button to create a new campaign.
On the pop-up window, enter the following fields.
NOTE: Marketing campaigns are manually entered in Neos and will not change any settings configured on 3rd party sites (e.g., Google Ads).
Campaign Name – Enter a unique marketing campaign name. This is a required field.
Start Date – Select or enter the start date of the marketing campaign.
End Date – Select or enter the end date of the marketing campaign.
Spend – Enter the dollar amount your firm expects to spend.
Source – Use the dropdown to select the type of marketing source. Options are defined in the Source Mini Directory. This is a required field.
Active – Select the checkbox to mark this campaign active. Only active campaigns will be listed in the Marketing Campaign dropdown.
5. Click the Save button to save the new marketing campaign.