Add campaign costs

The third step is to add the fixed and variable costs to the campaign. The fixed costs consist of non-recurring amounts that you enter on the Costs tab; the variable costs depend on the number of times you perform the action for the target group (number of records in the selection). That is why you add variable costs as Costs per Unit to the campaign action.

Add fixed campaign costs

The fixed costs are fixed amounts that are charged to the campaign. These amounts (for example, fixed personnel costs) are not dependent on the campaign actions.

To add fixed campaign costs:

1. Go to: CRM / Campaign management / Campaign.
2. Open the properties of the campaign..
3. Go to the tab: Fixed costs.
4. Click on: New.
5. Enter the description.
6. Enter a value in Amount.
7. Click on: Finish.
8. Click on: OK.

Add a new campaign action including variable costs

Variable costs are costs per unit. What the costs per unit are, depends on the action type. That is why the variable costs are registered per campaign action.

To add a campaign action and variable costs:

1. Go to: CRM / Campaign management / Campaign.
2. Open the properties of the campaign.
3. Go to the tab: Campaign actions.
4. Click on: New.
5. Complete the fields.
   • Enter a clear description of what this action entails.
   • In the Costs per unit field, enter the costs of performing the action once for somebody in the selection. For a mailing, you would enter the amount for one letter, postal charges and one envelope.  
   • Select the Copy selection(s) from campaign action check box if you want to copy a selection you already added to another campaign action; in that case the full selection present in that campaign action will be copied. The selection is not regenerated. That means the selection is the same as for the other campaign action. Contacts that you did not link now, but did link to the other action are added to this new campaign action. You can change this selection if you want to. That is not necessary in this example.
6. Click on: Finish.

Invoices charged to a campaign

You can charge purchase invoices directly to a campaign.

To charge invoices to campaigns:

1. Add the Campaign field to the entry layout (at line level).
2. In each cost line, select the number of the campaign.

The costs of the purchase invoice are now automatically linked to the campaign. Profit displays these costs on the Invoices tab in the properties of the campaign.

Link a forecast to a campaign

To link a forecast to a campaign:

1. Open the properties of the forecast you want to link.
2. Select the campaign you want to link the forecast to.

Once you complete the Campaign field for a forecast, the forecast is visible on the Forecast tab in the properties of the campaign. In addition, a linked forecast is included in the calculation on the Totals tab. For a forecast with the Open or Closed and not scored status, Profit multiplies the expected order amounts by the chance of success. For an order you have won, the actual order amount is entered.