Add Marketing Source (button)

Click to add a Marketing Source. Refer to Add instructions later in this topic.

Code

The Marketing Source identification.

Description

The description of the Marketing Source.

Active Flag

 The flag indicates whether or not the Marketing Source is active (Yes/No).

Cost

The monetary cost of the Marketing Source.

Frequency

The frequency related to the cost of the Marketing Source, for example Monthly, Annually.

Budget

The total budgeted amount for the Marketing Source.

Source Type

The Marketing Source type: Standard or Internet.

Delete

Clicking the Delete button for a Marketing Source deletes the Marketing Source. Refer to the delete instructions later in this topic.

A red circle ( ) indicates a required field.

Code

Enter the identification code for the Marketing Source; for example, enter AF for Apartment Finders.

Description

Enter the description for the Marketing Source; for example, enter Apartment Finders.

Active (check box)

Check the box if you want the Marketing Source to be active in the system.

Uncheck the box if you do not want the Marketing Source to be active in the system.

Type

Select a source type from the drop-down list. The source type tells the system to track specific types of visits made to a property by a prospect.

Standard
Accept this default for all non-Internet source type.

Internet
Select this type when the source type is associated with the Internet.

Frequency

Select a frequency option to indicate how the system assesses marketing costs. The following options are possible: Annually, Daily, Monthly, Per Lease, Quarterly, Semi-Annually, Weekly.

NOTE that for the option Per Lease, the frequency is the cost per lease. For all other options, the frequency is monthly.

The frequency is how often the user is expected to pay, so for example if a client is paying $1,200 per year (and they pay yearly), then they would use a frequency of Annual and a Cost of $100, as they are effectively paying  $100 per month. It would be unusual for a client to select Daily or Weekly for the Frequency.

Cost

Enter the expected cost per frequency for the Marketing Source. Refer to the description of the Frequency field, above, for more information.

Budget

Enter the total budgeted amount for the Marketing Source.

Source Options (Tenant Tracker / Resident Data / CoreLogic / Credit Retriever)

Select an item from the drop-down list of sources to use for this Marketing Source. For example, select Directory, Internet, Mailer, Referral, Unknown. Each list is specific to the agency.

Using an option is required when you want the Marketing Sources to beidentified when credit checks are sent to Tenant Tracker, Resident Data, Core Logic, and/or Credit Retriever. For more information, refer to the topic, To Add Marketing Code Mappings.

1. From the eSite menu, select Setup—Property—Marketing Sources.
2. From the menu option's grid, click Add Marketing Source.
3. Complete the required fields on the Add page. Use the Fields list for help.
4. Click Save.

1. From the eSite menu, select Setup—Property—Marketing Sources.
2. From the menu option's grid, select the link in the Code column for the Marketing Source you want to edit.
3. Make your desired changes on the Edit Marketing Sources page. Use the Fields list for help
4. Click Save.

1. From the eSite menu, select Setup—Property—Marketing Sources.
2. From the menu option's grid, click the Delete icon for the Marketing Source you want to delete.
3. Click OK to confirm.