The use of marketing codes (See Setting up Marketing Codes) can be vital to spending your marketing dollars wisely.  Example, most people have a phone book ad, do you really know how much business you get from this ad? Or do you have a flyer you send out for a little league that costs money to put in their parent handbook; do you know how successful that flyer is?  In other words, with tracking marketing efforts, you can see if your money spent on advertising is working.

When a customer places an order, simply ask your customer “How did you hear about us?” and select the appropriate marketing code from the drop down list to reflect the customers answer.

To select your Marketing Code, you use the drop down on the maintain order screen as shown below:

On the drop down list are a set of default marketing codes, however, you  can double click on the marketing code box and it will bring up a screen to allow you to add your own marketing codes or you may access it via the configuration menu for marketing codes

To see the effectiveness of your marketing, you can create a report for a specific date range by going to the accounting menu at the top of BizWizard Order Manager™ and select Print Marketing Analysis. You may be surprised to find many areas of advertising waste.  This will help you use your marketing dollars more efficiently to improve where the marketing and advertising dollars are bringing in the most revenue.