Creating a Planner
This will help you set up the Marketing Planner according to your preferences.
Starting with the General Details
- From the Marketing Automation Dashboard, click the Marketing planner dropdown button on the left and click the View Planner tab.
You'll be taken to the Planner page where you can see all the created plans in a list view along with their status and type.
- Click the Create Button. You'll be redirected to a page to provide general details about your plan/goal.
- Enter a Plan Name. This is for your own reference.
- Enter the aim of your plan.
- Provide the type of plan. This is the course of action through which you aim to achieve your goal, such as launching a new product, increasing sales, generating leads, or other product-related objectives.
- Specify your overall budget for this Plan, along with the Start and End dates for the plan's duration.
Primary Planner
You can also set a Primary Planner Goal, which is optional.
- Begin by providing a name for your goal. This name is separate from your plan name.
- You can select any of the key metrics for the goals, as listed and explained below, along with its drill-down value.
Key Metrics | Definition | Drilldown |
Email Engagement Count | The number of users interacting with your email. An interaction can mean a number of things, such as Clicks and Opens. Clicks can include an element click, which tracks clicks on a specific element in your email, such as buttons, images, tables, and paragraphs, whereas a link click is the number of clicks your link has got. Opens are the total number of people who have opened the communication in their email browser or device at least once since it was sent to them. | Overall open rate Overall Sentiment Overall email link CTR Overall download count |
Visit Types (New or Visiting) | Whether the user is new to the website and is visiting for the first time or is he a returning member who has already visited the website before. | New Returning |
Lead Source | The source of origin from where the user found your website. | Source List - a list of all the possible sources, including social media websites and communication apps |
Website Engagement (Page-views) | It is the total number of times your page is viewed by visitors. | URL filter, ie; your custom URL which needs to tracked for its page views. |
Count of leads that moved up a stage | Total number of leads that have moved next stage, i.e., Raw lead turned into a marketing ready lead or from a Marketing qualified lead to a Sales ready lead. | No Drilldown |
Website Engagement(Goals) | The Total count of conversions for the specific goals that you might've set for the site. It can be customized to set any of the four goals, including Element Clicks, Links to Track, Time spent on page, or any Custom events. | List Goals that have been opted before |
Leads engaged via planner count | Total Number of Leads engaged or interacted through the Marketing Planner feature. | No Drilldown |
Count of MQL | Total number of the Marketing Qualified Leads acquired. | No Drilldown |
Count of SQL | Total number of Sales Qualified Leads acquired. | No Drilldown |
Organic website visits count | People visiting your website on their own by looking it up on the Internet without using any hyperlinks or redirects. | No Drilldown |
Website visit referral URL count | Total number of link clicks from other websites redirected to your website. | User needs to enter the referral URL |
Social website visit count | The total number of visits to your site originating from social media pages. | No Drilldown |
Website Visit Source | Websites or applications through which users have found your website, such as Facebook or X.com (formerly Twitter). | List of sources - a list of all the possible sources, including social media websites and communication apps |
SQL to closed won conversion rate | The percentage of SQLs that have been successfully closed, as in they have been successfully converted as a customer now. | No Drilldown. Enter the percentage that needs to be attained |
Count of leads closed won | The total number of leads that have finally made a purchase resulting in a sale for your business. | No Drilldown |
Average lead score | No data yet | No Drilldown |
Lead Location | The geographical location of the leads/visitors from where they operate from. | List of countries |
Leads count by stage | The stage at which the lead is currently present. The stage could be marketing ready, ready to be engaged, could have shown interest in your product, or the ones who are now customers. | List stages - Stages of Leads like Raw leads, Marketing qualified, Marketing ready, Sales ready, and any other custom lead stage that you've created. |
Count of Leads closed lost | The number of closed leads/customers who have been lost. | No Drilldown |
MQL to SQL conversion rate | The percentage of MQLs (Marketing Qualified Leads) that have moved to the SQL(Sales Qualified Leads) stage, meaning the customers who are moving into the decision-making stage of their buyer's journey. | No Drilldown |
Website visits location | The geographical location from which the website has received visits. | Country list - All the countries |
Count of raw leads generated | Total number of contacts that have been newly added to the raw leads stage. | No Drilldown |
Note: The recommended metrics are shown at the top when you click the drop-down based on the type of activity you choose. The rest of the metrics are separated by a line in between.
- After selecting the Metrics, you'll be asked to select an option from the Drilldown option for certain metrics.
- Once done, quantify your target count in numbers to track your progress and click Next.
Summary
You can preview your choices as a summary mentioning the Dates, Budget, Plan type, Primary Goal, and the creator. Once you've verified it, you can click Save and Proceed to create your plan.