Technical Overview for IT Professionals



Application Template: Integrated Marketing Campaign Tracking

Microsoft® Windows® SharePoint® Services 3.0 is technology in Windows Server® that offers an integrated portfolio of collaboration and communication services designed to connect people, information, processes and systems both within and beyond the organizational firewall. Now available at no additional cost, Windows SharePoint Services makes it simpler for IT professionals to implement and manage a team collaboration infrastructure. Application Templates are tailored to address the needs and requirements for specific business processes or sets of tasks for organizations of any size. The templates provide out-of-the-box, customizable scenarios which solve business needs as well as providing a starting point for partners and developers looking to build more sophisticated Windows SharePoint Services solutions.

Description of Template

The Integrated Marketing Campaign Tracking application template for Windows SharePoint Services 3.0 helps marketing teams track the effectiveness of multiple marketing campaigns and activities. The main dashboard lists complete, upcoming and in market campaigns, including start / end dates and budget analysis. The template provides libraries to share integrated marketing plans, team resources marketing team contacts and tasks that need to be completed. It also contains an integrated marketing campaign data analysis template, built in Microsoft Office Excel® 2007. This template is designed to help marketers analyze the effectiveness of marketing campaigns for a single product. Using the Office Excel 2007 template as a starting point, users can customize it to suit the data and expectations of the expected output of the campaign activities.

This application template also uses a Microsoft Office InfoPath® 2007 document as its main input method, helping campaign managers list the campaign activities and track the performance of the campaigns they own. Information from this Office InfoPath 2007 document is used to drive information on the main page of the application template and within the Office Excel 2007 analysis templates.

Activities Performed in this Application Template

Campaign managers use the Integrated Marketing Campaign Tracking site to complete:

➢ Campaign Name and Owner Information

➢ Marketing vehicle used

➢ Expected & actual start/end dates

➢ Budget allocated and spent

➢ Activity info including exposures obtained

➢ Total Sales, Responses and Actions taken by prospective campaign customers

Integration with Office InfoPath 2007

The Office InfoPath 2007 document helps calculate campaign metrics including:

➢ Response / Action Rate: Calculated as the percent of exposures that result in a response / action.

➢ Cost per Response / Action: The average cost of each response / action based on budget spent.

➢ Total response / action rate: The percent of all exposures that resulted in a response / action.

➢ Total cost per response / action: calculated as the number of responses / actions divided by the total budget spent.

➢ Average Action Value: Revenue received for each action reported.

➢ Conversion Rate: Percentage of responses that resulted in an action.

Integration with Office Excel 2007

Campaign Analysis: The application template includes a campaign analysis workbook built in Office Excel 2007 which can be used to help analyze the success of marketing campaigns.

Site Lists and Libraries

Assistance: Learn about the tasks you can accomplish with the Integrated Marketing Campaign Tracking template, including a getting started guide, how to create a new campaign, updating an existing campaign tracking form, using the Integrated Marketing Campaign Data Analysis spreadsheet and other functions of the application template.

Campaign Analyses: Analyze the progress of your marketing campaigns with the Campaign Analysis template, and then add your completed analyses to this document library.

Campaign Status Forms: Track all integrated marketing campaign on this page. Add a new campaign by completing a new Campaign Status Form. Sort by columns to change your view or select a new view in the view list.

Integrated Marketing Plan: Store all documents related to your integrated marketing communications plan in this document library.

Team Resources: Keep all of your important team documents in one place by using this document library.

Marketing Team Contacts: List the contact information for each member of the marketing team.

Tasks: Keep track of team tasks in this list.

Customizing SharePoint Sites and Templates

Microsoft Office SharePoint Designer 2007 is a Web site development and management program that provides powerful tools to build, customize, and contribute to Windows SharePoint Services sites using the latest Web design technologies and established standards in an IT-controlled environment.

Use Office SharePoint Designer 2007 to create and deploy interactive solutions without having to write code. Automate business processes, such as document approval, custom event notification and other collaboration tasks with the workflow designer. Create reporting and tracking applications using data views and forms to easily gather and aggregate data from outside your site and from lists and document libraries on the Web.

Extend your solution by building advanced interactive Microsoft pages. Insert and edit controls with the same powerful activity menus and control property grids previously found only in the Microsoft Visual Studio® development system.

Technical Dependencies

The Integrated marketing Campaign Tracking application template has the following technical requirements:

➢ Microsoft Windows SharePoint Services 3.0*

➢ Microsoft Office InfoPath 2007

➢ Microsoft Office Excel 2007

*Review Windows SharePoint Services 3.0 system requirements for additional information:



More Information

For more information on the technologies described in this article, please visit:

Microsoft Windows SharePoint Services 3.0:



Microsoft Office SharePoint Designer 2007:



Application Templates for Windows SharePoint Services:



-----------------------

Technical Overview for

IT Professionals

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download