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Tutorial — Tracking Marketing Campaigns

·course·2026-06-12

Tutorial — Tracking Marketing Campaigns

What This Tool Is For

How to register campaigns, capture their full cost through the normal payment workflows, and keep spend data clean for acquisition analysis.

Step-by-Step Walkthrough

Step 1 — Create the campaign with a name, channel, the project and service it promotes, and its date range.

Step 2 — Record its costs against it using the same Pay Now / Pay Later discipline as any cost: prepaid ad platforms are Pay Now; agencies invoicing net-30 are Pay Later with the invoice. The campaign's true cost accumulates either way.

Step 3 — Don't type outcomes into the campaign. Signups, conversions, and revenue arrive through the measurement side of the platform, not as fields you fill by hand — keeping the spend record and the results record independent is what makes the analysis honest.

Step 4 — Close campaigns when they end so late invoices still find their home but the date range stays true.

Real-World Example

Scenario: A summer campaign runs on two channels: $11,000 of prepaid ads (Pay Now) and a $12,000 agency invoice, net-30 (Pay Later). Both costs attach to campaign Summer-26. When the acquisition dashboard later joins this spend with measured signups, nobody has to wonder whether the agency invoice was counted — it was captured the day it was incurred, through the same liability workflow as every other cost in the company.

Tips & Common Mistakes

  • A campaign's cost is everything it took: ads, agency, creative production, even the influencer paid by bank transfer.
  • The most flattering — and most common — error is counting only ad-platform spend; route ALL acquisition costs through campaigns.
  • Name campaigns with channel and period (e.g., search-summer-26) so the list stays readable after fifty campaigns.

Everything described in this tutorial is a working feature of TupicFinance, the financial management platform of the Tupic ecosystem. The screens, workflows, and guardrails above behave exactly as written there — this guide doubles as the platform's user manual for this tool.

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