How Can I Set Up Campaigns in MCA Suite?

Campaign offers the next level of tracking after you have assigned a lead source (see, assigning a Source Company) to the Deal. In the example below, Landing Page Leaders is the marketing agency running multiple marketing campaigns. You can now provide additional details on the lead by adding a Campaign to the Deal (June Campaign). 

The "Campaign" field requires you to setup a Campaign in the system. To set "Campaigns," locate and click on the "Settings" icon on the left hand menu bar: 

After clicking on the "Settings" icon, you will be taken to the Settings page. Locate and click on the "Campaigns" icon.

From the Campaigns list page, click on the "Add" (+ button) icon to add a Campaign. You can also edit or remove existing campaigns. 

A slide-out panel will appear after you have clicked on the"Add" button. You are required to select a Company (Source Company). Refer to this article on how to create a Contact. After selecting a Company, you will need to provide a "Name" for the campaign. The "Name" is what you will enter in the Campaign field to tie the Deal with the Campaign. 

The "Description" is an optional field to describe the campaign. Once you have completed all the required fields, you can click on "Save" to make the Campaign active in your workspace. 

From the Deals page, you will be able to select the "Source Company" and "Campaign":

Once you have associated your Deals with a Campaign, you can use the Deals filter to select the campaign and view all the Deals related to the Campaign.