Review Direct Mail campaigns

Overview

Reviewing your Direct Mail campaigns gives you insight into the effectiveness of your campaign, as it allows you to measure the performance, revenue and more metrics to help you build a better Direct Mail campaign that suits your business and goals.

Make sure you’re viewing the correct Marketing Pro content

This article is for Marketing Pro. If you are using Marketing Pro v2, see Use marketing analytics for content specific to your experience.

You can check your version following these steps:

Go to the navigation bar and click Marketing .
If the side menu under Analytics includes One-Time Campaigns and Automated Campaigns, you're using Marketing Pro v2. If these options aren't visible, you're using Marketing Pro.

Who uses this feature

Marketing managers, business owners, and other marketers on your team
Primarily benefits Commercial Service & Replacement and Residential Service & Replacement business types
Applies to all trades

Feature configuration

To get started with Marketing Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
Account configuration is required to use this feature. Please contact Technical Support for details.

Things to know

You can review the live Direct Mail campaigns only.

Review Direct Mail Campaign Results

After you launch a Direct Mail campaign, access the campaign details page to track its performance, review campaign details, and make changes to boost calls, bookings, and revenue:

Go to the navigation bar and click Marketing.
In the side menu, click Pro Campaigns.
Click the name of the Direct Mail campaign you want to view. Campaign Details opens. In the campaign details page you can:
- View the Direct Mail basic details including the Direct Mail name, status, category, print date, and more.
- Review the Direct Mail campaign metrics in the Performance and Revenue charts for the selected date range and business units.
- View the campaign's Key Performance Indicators (KPIs). These include:
  - Performance Totals:
    - Calls—Calls generated by this campaign from the associated tracking number
    - Leads—Calls generated as leads as a result of this campaign
    - Booked—Booked jobs as a result of this campaign
    - Manual Calls—Jobs booked by CSRs manually generated by this campaign
    - New Customers—New customers created from this campaign
  - Revenue Total:
    - Revenue—Revenue generated as a result of this campaign
    - Sold Jobs—Jobs that resulted in a sale as a result of this campaign
    - Total Cost—Cost of marketing for this campaign
    - Cost Per Lead—Cost of each lead generated by this campaign
    - ROI—Return on investment (ROI) as a percentage generated by this campaign. It is calculated by (Revenue - Cost) / Cost) × 100)
  - Direct Mail Metric Total:
    - Ordered—Number of postcards placed + number of postcards printed + number of postcards shipped by this campaign
    - Placed—Postcards that were placed for order for this campaign
    - Printing—Postcards printed for this campaign
    - Shipped—Postcards shipped for this campaign
    - Failed—Postcards that failed to print for this campaign
    - Canceled—Postcards that were canceled
  - Attributed Totals:
    - Attributed Revenue—Attributed revenue created by this campaign within the selected date range
    - Attributed Calls—Attributed calls created by this campaign within the selected date range
    - Attributed Jobs—Attributed jobs created by this campaign within the selected date range
Review the shipping details of the Direct Mail campaign and track the number of the postcards ordered for the campaign.
View the calls generated from this campaign and the jobs booked as a result of this campaign.