Costs are entered for the campaign using the Stream Run dialog (see Stream Screen). Revenue is entered against a campaign by assigning a Marketing Reference number for an application within TFS. Applications that have a Marketing Reference number entered against them and have settled, will have the net broker revenue earned by the application added to the stream run total revenue.
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title | How to Link a TFS Application to a Marketing Campaign - Click here to expand... |
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| From within The Finance Shop. - From the Application menu, select Overview.
- Click the Edit button.
- Enter the marketing reference number into the SmartCampaign Ref. field.
- Click OK to save.
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title | How to Link a TFS Quote to a Marketing Campaign - Click here to expand... |
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| From within The Finance Shop. - From the Client menu, select Quotes.
- Click the (right) Edit button to edit the quote.
- Enter the marketing reference number into the SmartCampaign Ref. field.
- Click OK to save.
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