Creating Setup Campaigns

Owned by Former user (Deleted)
Aug 20, 2019
2 min read

After an account has been running for a week or so, we should be able to get a good idea of where traffic is coming from.

Open the client's SharpSpring account, navigate to the Analytics drop-down and select Traffic Sources

Scroll to the bottom of the page and unspool the Referrals and Social Media sources

Look for traffic sources with some visits and make a note of them

In this instance, we find the following:

  • www.cycletrader.com
  • Facebook
  • Instagram

You'll also notice there are a few that include "simpli.fi" make a note of this as well but no need to separate out each individual URL referral

Now, we're going to make a campaign for each of the referral sources

In the Analytics drop-down, select Campaigns

At the top-left of the page select the gear icon next to Campaigns

Select Add Campaign

Give the campaign a relevant title. For our first one, we're going to call it "Cycletrader Referrals"

Add a group tag for the name of the referrer AND the overarching referral type. Hit "Enter" if the tag doesn't already exist

Add a Tracking Rule by copy/pasting the FULL URL of the referring source in addition to the wildcard (**) Modifier. In this case, it will be https://www.cycletrader.com/**

Save changes and repeat for each source.

Simpli.fi Notes

Title the campaign "TDA"

Add a group tag "TDA"

Add a tracking rule for both https://*simpli.fi** AND https://**simpli.fi**