When you create a campaign in Clio's Campaign Tracker, it will be added to the Campaigns dashboard where you can track and manage costs, and view the return on investment (ROI) of your campaigns at a glance.
Note that only administrators have access to the Campaigns tab.
You can edit or update your campaign details, including the forwarding number, at any time while the campaign is active.
Important Note: you are not able to change the tracking phone number generated by a campaign. If you need to get a new tracking phone number, you will have to end the current campaign and create a new one.
To update a campaign's details, click the "Edit" quick link.
Once you have updated the campaign details, click the "Save" button in step 4.
For ongoing campaigns, we suggest that you update campaign costs each time that your are invoiced for your ad. This will ensure that your ROI calculation is accurate and useful.
To add or edit the costs associated with a campaign, click the "Manage Expenses" quick link.
In the "Manage Expenses" window, you can edit the amounts and dates associate with any past amounts that you have already recorded, or click the "Add additional expense" button to add the next invoice amount. Click "Save" when you finished managing the campaign's costs.
When you decide to end an advertisement or marketing campaign, you can do so by clicking on the "End Campaign" quick link.
Important Note: ending a campaign is a permanent action and no new leads will be recorded on a campaign that has ended.
To end a campaign, click the "End Campaign" quick link.
In the "End Campaign" warning window, you will be required to check the box indicating that you have read and understood the warning text before you can click the "End Campaign" button.
When you end a campaign that has a tracking phone number, in-coming calls to that number will still be forwarded to the forwarding phone number you had specified in the campaign. This is to allow you keep the phone number active for as long as you need to communicate a new phone number to your clients if required.
Important Note: You will continue to be charged a monthly fee for campaign phone numbers that are still active. You must release the phone number in order to stop being billed.
To release a phone number, click the "Release Phone Number" link for your completed campaign.
In the "Release Phone Number" warning window, you will be required to check the box indicating that you have read and understood the warning text before you can click the "Release Number" button.