How do I create a report showing customer counts by marketing campaign?

Problem

Standard marketing reports only show the first campaign a customer interacts with. This creates incomplete data when customers have multiple jobs tagged with different campaigns. You want a report that captures every campaign a customer interacts with.

Solution

Workflow Summary

Use the Jobs report template to create a custom report that captures job count per marketing campaign and the customers associated with that job. This allows you to count the number of customers who booked jobs associated with the marketing campaign.

Create a report using the Jobs report template

1. Go to Reports in the main navigation menu.

2. Click Create Report.

3. Under Choose report type, select All.

4. Under Select a report template, select Jobs.
   

5. In the Columns to be displayed in the report section, add the following columns:

   1. Customer Name

   2. Job #

   3. Job Campaign

   4. Completion Date

   5. Campaign Category

   6. Status

6. Add or remove additional columns from your report, then click Next.

7. Give the report a name, select the category where the report displays on the main Reports screen, and provide an optional description for the report.

8. When you're finished, click Save.

9. On the report screen, use the Filters to narrow down your report results. Then click Run Report.

10. The report runs, displaying the results in a table. To get a count of customers for each campaign, select the Job Campaign column and drag it into the Drag a column header and drop it here to group by that column box. This will organize the report by the Job Campaign.
    

11. In the report table, scroll down until you see the Count section. This provides you a count of the number of jobs created associated to that marketing campaign. You can also see the customer name associated with the job.