Tracking Marketing Sources allows you to attribute leads, quotes, and invoice revenue back to specific campaigns. Understanding which channels perform best protects your promotional spend.
Step-by-Step Walkthrough
Open Marketing Settings
From the administration sidebar, navigate to Settings and click on Marketing Campaigns.
Define a Campaign Source
Click Create Campaign. Assign a unique name, marketing medium, budget, and date range.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Campaign Name | Required | Descriptive label (e.g., 'Spring Mailer 2026'). |
| Medium | Required | Channel category (e.g. Email, PPC, Direct Mail). |
| Allocated Cost | Optional | Total campaign budget to compute ROI. |
Generate Tracking Keys
The system generates a unique Campaign Code (attribution token) and visual URLs containing tracking parameters (e.g. utm_campaign=spring26).
Apply Source to Leads
When leads call in, select the Campaign Source from the dropdown. For online self-bookings, the system automatically parses the landing URL and tags the lead.
Review Campaign Reports
Navigate to reports. Filter by campaign to see leads generated, quotes accepted, total invoicing, and Net ROI.
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- Unique Campaign Code: The system verifies that campaign tokens are unique.
- Budget Validation: Campaign cost cannot be a negative value.
What's Next?
Once you finish this task, continue with these related workflows:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.