How to Set Up Marketing Influence in Revlitix
Note: To access this feature, please contact your customer success manager.
Introduction
Configure the Marketing Influence module in Revlitix to identify and optimize the marketing touchpoints that deliver the highest return on investment (ROI).
This step-by-step guide will walk you through the process.
Step 1: Access the Marketing Influence Module
Navigate to the marketing influence section within your Revlitix dashboard.
Step 2: Add Influence
Click the 'Add Influence' button to create a new influence tracker.
Step 3: Enter Name
Provide a distinctive name for your influence configuration to identify it quickly.
Step 4: Define Your Touchpoint
Determine which marketing touchpoints you believe are the most effective in terms of ROI.
Step 5: Add Touchpoint Name
Touchpoint Name: Input the name of the touchpoint you are setting up.
Step 6: Select Campaign Type Options
Choose from the available campaign types that best describe your marketing activity.
Step 7: Enter Channel
Specify the marketing channel used for the touchpoint.
Step 8: Enter Object
Define the object associated with the touchpoint.
Step 9: Set Fields and Conditions to Compare With
Establish the fields and conditions for evaluating the touchpoint's performance.
Step 10: Add Key Metrics
Input the key metrics that will measure the success of the touchpoint.
Step 11: Add Multiple Touch Points
Click on the Add icon to include more touchpoints to your tracker.
Step 12: Save it
Once you've configured all your touchpoints and fields, click Save to finalize
Setting Default Pipeline Values
Step 13: Choose Channel
Choose the channel from which you want to determine your pipeline value. [Set to CRM integrations by default]
Step 14: Select Object
Choose the relevant CRM object for the analysis (e.g., opportunities).
Step 15: Specify Field
Identify the specific field that represents the essential data for your tracking, such as deal size or stage.
Completing these steps will enable you to effectively track and analyze the ROI of different marketing touchpoints using Revlitix.
You can also go through this guide to understand every feature of the marketing influence dashboard in detail.
This setup allows refined marketing strategy adjustments to maximize ROI and align efforts with revenue goals.