Campaigns ROI Setup

If you are on a version of Propertybase earlier than 1.130.2 you will need to update to the current version to be able to install the Campaigns ROI functionality. Go to Identifying your Propertybase Version to verify your version. Once the latest version is installed, there are some simple set up that needs to be completed in order for it to be fully setup. Please follow the steps below to ensure that your Campaigns ROI works properly. You can find out how to use the Campaigns Marketing Module with this great article: Marketing Campaigns and ROI Tracking

1) Formula fields

Go to CampaignResult object setup and add 3 formula fields:
 
  • Amount Formula
  • Potential Amount Formula
  • Effective Date Formula
The CampaignResult object setup can be found going to: Setup/ Create/ Objects/ Campaign Result
 
Amount = the amount that shall be taken for calculating the return of this campaign for a closed(!) deal. This could be the commission on a offer or the final price. The logic depends on the customer. In the easiest example it's just the accepted price. Make sure to only calculate the number if the offer is signed or closed.
 
Example: 
IF (  pba__Offer__r.pba__SystemIsAccepted__c ,  pba__Offer__r.pba__OfferedAmount_pb__c  , 0)
 

Potential Amount = the amount that shall be taken for calculating the potential return of this campaign for a specific deal. This could be the commission on a offer or the final price. The logic depends on the customer. In the easiest example it's just the offered price. Make sure to only calculate the number if the offer is not cancelled or inactive!

Example:

IF ( AND( pba__Offer__r.pba__SystemIsActive__c , NOT( pba__Offer__r.pba__SystemIsAccepted__c )),  pba__Offer__r.pba__OfferedAmount_pb__c  , 0)
 
Effective Date Formula = the date when the deal shall be calculated, e.g. the closing date
 
Example:
DATEVALUE(Offer__r.ClosingDate__c )
 

2) Workflows

As formulas cannot be used for roll-up summaries we have to copy the formula values into their currency and date-counterparts on CampaignResult.
 
Create on Workflow for  CampaignResult and specify a formula "TRUE" so it get's evaluated whenever there is an update on a CampaignResult object.
 
Add 3 field updates that copy the values from the formulas into their packaged counterpart.
 
 
 

If you have upgraded recently to the latest package of Propertybase and are keen on using our latest marketing module Campaigns ROI, there is some simple set up that needs to be completed in order for it to be fully setup. Please follow the steps below to ensure that your Campaigns ROI works properly. You can find out how to use the Campaigns Marketing Module with this great article: Marketing Campaigns and ROI Tracking

1) Formula fields

Go to CampaignResult object setup and add 3 formula fields:
 
  • Amount Formula
  • Potential Amount Formula
  • Effective Date Formula
The CampaignResult object setup can be found going to: Setup/ Create/ Objects/ Campaign Result
 
Amount = the amount that shall be taken for calculating the return of this campaign for a closed(!) deal. This could be the commission on a offer or the final price. The logic depends on the customer. In the easiest example it's just the accepted price. Make sure to only calculate the number if the offer is signed or closed.
 
Example: 
IF (  pba__Offer__r.pba__SystemIsAccepted__c ,  pba__Offer__r.pba__OfferedAmount_pb__c  , 0)
 

Potential Amount = the amount that shall be taken for calculating the potential return of this campaign for a specific deal. This could be the commission on a offer or the final price. The logic depends on the customer. In the easiest example it's just the offered price. Make sure to only calculate the number if the offer is not cancelled or inactive!

Example:

IF ( AND( pba__Offer__r.pba__SystemIsActive__c , NOT( pba__Offer__r.pba__SystemIsAccepted__c )),  pba__Offer__r.pba__OfferedAmount_pb__c  , 0)
 

Effective Date Formula = the date when the deal shall be calculated, e.g. the closing date

 
Example:
DATEVALUE(Offer__r.ClosingDate__c )
 

 

2) Workflows

As formulas cannot be used for roll-up summaries we have to copy the formula values into their currency and date-counterparts on CampaignResult.
 
Create on Workflow for  CampaignResult and specify a formula "TRUE" so it get's evaluated whenever there is an update on a CampaignResult object.
 
Add 3 field updates that copy the values from the formulas into their packaged counterpart.
 
 
 
 
 
When finished, don't forget to ACTIVATE the workflow. Add the Campaign ROI tab to your tab menu and your Campaigns ROI module will work perfectly!
 
**This feature is no longer available in the Propertybase Lightning version**
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