CRM Column and Filter Definitions: Campaigns Workspace

Name - Name of Campaign
Status - Campaign status. Can be customized in the admin console. Default stages are 1. Planned 2. Started 3. Completed 4. On hold 5. Called off
Tags - Way to categorize information. User defined. Can be customized in the admin console.
Target Revenue - Goal for the campaign
Actual Revenue - Actual revenue generated by activity
Start - Start date
End - End date
Total Placement - Total number of placements from all campaign activities
Cost Per Engagement - Total spend divided by total number of social engagements
Actual Engagements - Total number of social engagements
Brands - Brands associated with the campaign. User defined. Can be customized in the admin console.
Geographies - Geographies where activity is active. User defined. Can be customized in the admin console.
Channels - Activity channel - for example, affiliate or influencer. User defined. Can be customized in the admin console.
Categories - Category for the activity - for example "fashion" or "women." User defined. Can be customized in the admin console.
Assigned To - Team member or agency contact the activity is assigned to
Access - Privacy setting - choose private, public, or choose to share with groups or select individuals
Budget - Budget assigned to the campaign. User defined.
Target Leads - Goal for number of leads for the campaign
Target Conversion - Goal for conversion rate for the campaign
Leads Count - Total leads generated by the campaign
Opportunities Count - Total opportunities generated by the campaign
Starts On - Campaign start date
Ends On - Campaign end date
Objectives - User defined field. Objectives of the campaign.
Deleted At - Date campaign was deleted
Created At - Date campaign was created
Updated At - Date campaign record was last updated
Background Info - Background information - description of campaign. User defined.
Subscribed Users - Internal - should remove
Analytics Revenue - Total revenue - based on analytics data
Analytics Session - Total number of sessions based on Analytics data
Analytics Transaction - Total number of transactions based on Analytics data
Bounce Rate - Percentage of visits in which visitor only views one page of website before leaving
Time On Site - Average time on site
Analytics Conversion Rate - Average conversion rate - based on analytics data
Analytics Order Size - Average order size - based on analytics data
Network Cost - Activity cost - based on network data
Network Revenue - Total revenue - based on network data
Network Clicks - Total clicks - based on network data
Network Sales - Total orders - based on network data
Network Conversion Rate - Average conversion rate - based on network data
Network Order Size - Average order size - based on network data
Actual Likes - Total likes across social media
Actual Comments - Total comments across social media
Actual Shares - Total times shared across social media

Column Definitions: Activities Workspace

Name - Name of activity
Stage - Activity stage. Can be customized in admin console under "workflows." Default stages are 1. Prospecting 2. Proposal 3. Onboarding 4. Passed 5. Active 6. Completed
Dates - Start and end date of activity
Tags - Way to categorize information. User defined. Can be customized in the admin console
Campaign - Which campaign the activity is associated with
Cost - Cost of activity
Revenues - Revenue generated by activit
Roas - Return on advertising spend. Revenue minus cost
Assigned To - Team member or agency contact the activity is assigned to
Total Placement - Number of placements for the activity
Cost Per Engagement - Cost per social engagement. Total social engagement divided by total cost
Brands - Brands associated with the activity. User defined. Brands can be customized in the admin console
Geographies - Geographies where activity is active. User defined. Geos can be customized in the admin console
Channels - Channels for the activity - for example, affiliate or influencer. User defined. Can be customized in the admin console
Categories - Category for the activity - for example "fashion" or "women." User defined. Can be customized in the admin console
Access - Privacy setting - choose private, public, or choose to share with groups or select individuals
Closes On - Date by which you expect the activity to be complete. Useful for pipeline forecasting
Deleted At - Date when an activity was deleted
Created At - Date when activity was created
Updated At - Date when activity was last updated
Background Info - Background information - description of activity. User defined
Projected ROI - Estimated return on investment for activity. User defined. Useful for forecasthing
Analytics Revenue - Total revenue - based on analytics data
Analytics Session - Total number of sessions based on Analytics data
Analytics Transaction - Total number of transactions based on Analytics data
Bounce Rate - Percentage of visits in which visitor only views one page of website before leaving
Time On Site - Average time on site
Analytics Conversion Rate - Average conversion rate - based on analytics data
Analytics Order Size - Average order size - based on analytics data
Network Cost - Activity cost - based on network data
Network Revenue - Total revenue - based on network data
Network Clicks - Total clicks - based on network data
Network Sales - Total orders - based on network data
Network Conversion Rate - Average conversion rate - based on network data
Network Order Size - Average order size - based on network data
Actual Likes - Total likes across social media
Actual Comments - Total comments across social media
Actual Shares - Total times shared across social media
Actual Engagement - Total engagement across all social media channels