/
Linking SmartCampaign with TFS

Linking SmartCampaign with TFS

Owned by Matthew Garrett
Last updated: Mar 24, 2017


Click the logo to return to KB


TFS Smart Campaign - Table of Contents

Documentation Disclaimer

     

        

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.


 How to Link a TFS Application to a Marketing Campaign - Click here to expand...

From within The Finance Shop.

  1. From the Application menu, select Overview.
  2. Click the Edit button.
  3. Enter the marketing reference number into the SmartCampaign Ref. field.
  4. Click OK to save.
 How to Link a TFS Quote to a Marketing Campaign - Click here to expand...

From within The Finance Shop.

  1. From the Client menu, select Quotes.
  2. Click the (right) Edit button to edit the quote.
  3. Enter the marketing reference number into the SmartCampaign Ref. field.
  4. Click OK to save.