Campaigns
Growth › Campaigns holds the marketing plan and the campaigns it serves. It has five views: Calendar, Plan, Content, Campaigns and Reports. The view you are on is in the address, so a link to /w/campaigns?view=campaigns opens the campaigns and a refresh keeps your place. Each campaign also has a page of its own.
What to do first
Press Add to the plan and put the next thing going out on its day: a post, an ad, a flyer drop, an event. Or press Plan a campaign to set up a campaign first, with its period and budget, and add its activity to it after.
The calendar
One month at a time, with every item in the marketing plan on its day. Use the arrows to move between months and This month to come back. Campaigns running that month are bands across the top; press a band to open the campaign. Every campaign narrows the month to one campaign's items, or to the items in no campaign, so "what is going out for the launch" is read off the same calendar as everything else. Everything, Digital and Traditional narrow by medium.
Press a day to add something on it, an item to open it, and +2 more to see everything on a busy day. When more campaigns run in a week than the grid has room for, +2 more campaigns this week opens the week's list: every campaign running those days, each opening its page, with Show only this one to narrow the calendar to it. An item still planned after its day has passed is marked and reads Not out yet.
The plan
The same items as a list, over a month back and three months ahead, so next month's launch is in Coming up today. Across the top: In the plan (how many, digital and traditional), Coming up (ideas through to ready), Reach (with the leads typed on items) and Planned cost. Four views: Coming up, Live, Done and All.
Content
The same items as a production line: one column for each status — Idea, Planned, In production, Ready, Live, Done — with every piece of content and marketing in the column where the work on it stands. Across the top: Being made (ideas, planned and in production), Ready to go (with the next day something goes out), Not out yet (past its day and still not live) and Live and done. Search by title, channel, campaign or owner; narrow to one campaign, a kind of content (digital, traditional and direct, events and field), an owner or Mine, and digital or traditional; Show cancelled brings the cancelled column back.
A card moves from its status pill, or one step along the line with the Next → link on it, and its owner or a manager may move it. + Add at the foot of a column adds something already in that status. On a phone the columns are chips over a list. Something past its day that has not gone out rises to the top of its column and reads Not out yet.
An item in the plan
Everything a team does to market goes in one plan, so one calendar shows all of it. The Kind list is grouped:
- Digital: social post, article or blog, video, email, newsletter, paid ad, SMS.
- Traditional and direct: press release, print, outdoor, radio, TV, direct mail.
- Events and field: an event you host, an event you attend, a field activation, a sponsorship, networking.
Each item has:
- What is it, its kind and its Status: Idea, Planned, In production, Ready, Live, Done or Cancelled;
- the day it Goes out (or Starts, for something in person), with the time if it has one (open the calendar, choose the day, then Add time), and an end date for anything that runs over days. A post at 09:30 and another at 18:00 on the same day are listed in that order, with their times;
- a Campaign it belongs to, if any. Marketing on its own is fine;
- an Owner, the Channel or Where, Who it is for, a Brief, a Planned cost and a Link to where it went out.
#### Opening an item
An item opens to be read, not edited: what it is, when and for whom, the brief, and three things that live on the item itself:
- Artwork and files. The flyer, the reel, the brief as a PDF. Press Attach a file to add one (up to 4.4 MB each; put a video or anything bigger on YouTube or Drive and share the link); press a file to download it. Artwork shows as a thumbnail. Files are kept privately and served only to people in your workspace.
- Tracked links. See below.
- What came of it, once it is live or done: reach, engagements, people met, the leads counted by hand, and Leads through its links, which is counted for you.
The status pill at the top of the item is a control: press it to move the item to another status without opening the edit sheet. Edit is a deliberate step away from reading, for the item's owner or a manager. Plan it again starts a copy on a new day with the same brief, channel and audience. Remove from the plan is at the bottom.
An item can be linked as evidence on a task or a milestone, so the post that went out is the proof the work was done.
#### Tracked links
A tracked link is a short address, rople.app/r/abcd1234, that counts its clicks and carries the campaign into the lead. Make one on an item or on a campaign: say where it goes (your website, a listing page, a WhatsApp link, the event page) and where you will put it (Flyer QR, Instagram bio, Radio call-to-action). One link per place, so the places can be compared.
Copy the address; QR downloads it as a picture for print. Every click is counted, with nothing that identifies the person. When somebody lands on your website through the link and fills in a form that is connected to Rople, the lead carries the campaign and the item exactly, and shows under the item's Leads through its links. A link can be switched off; one that has been clicked is switched off rather than removed, so its history stays.
The Campaigns view
Across the top: Spend (of the budget set), Leads, Won and Cost per close. Each campaign is a row with its channel, its dates, who owns it, how many items are in its plan; its leads (open and won, and how many are matched by name only), what the won engagements are worth, its cost per close, what share of decided leads were won, and its return on contract value. Under each row, a bar reads spent of budget, with what the plan is expected to cost and what is left. It turns amber from 80% and red past 100%.
Where a campaign stands is read from its dates, not typed: Planned before it starts, Active while it runs, Ended after its last day. A person decides only Completed, Cancelled and Unplanned (below).
Press a campaign's name to open its page. Add to its plan adds an item to that campaign. Edit changes it. The standing pill on the row, and on the campaign's page, opens into the statuses: choose Completed or Cancelled to say so, or Planned or Active to let the dates decide again, without opening the edit sheet. Only the status is sent; when the dates read differently from the word chosen, Rople says what the campaign reads as.
A campaign's page
Everything about one campaign, and it moves while you watch: the page asks every few seconds what has arrived and shows it in the Live feed on the right — a new lead, a second enquiry from the same campaign, a payment out — and refreshes its figures with the answer. Today at the top says how many leads arrived today and what was paid.
On the page: Money (the pacing bar and the payments Finance filed against the campaign), the Funnel by every pipeline stage, Its plan (the items under it, each opening read-only), its Leads (newest first, each a link to the pipeline), its Tracked links, and what it is Known as on ad platforms and what it Promotes.
A campaign's report
Report, the second tab on a campaign's page, reads the campaign over a window: its whole run by default, this month, last month, or any two days. The window is in the address, so a link to the report is the report. Narrow it to one item of the plan from the "By" tables.
What it shows:
- The figures, each against the window before: leads brought (by the day they arrived), won and lost (by the day they were decided, as the cycles count), open, spend (what Finance sent in those days), cost per lead and per close, converted, return. Each figure opens the records behind it: the pipeline narrowed to the campaign and the days, the payment history for the campaign, the item, the offering.
- Recorded, beside the measured figures, when anybody has recorded a report: impressions, reach, the platform's clicks and spend, enquiries that never became leads, attendees. Kept apart from what Rople measured and never added to it; where they disagree, both stand.
- Over time: leads brought and won, spend, and clicks by day or by week.
- By source, item of the plan, tracked link (clicks → leads → won), sales person and offering.
- Leads: everybody the campaign brought in the window, or everybody it touched, as a table that opens on the pipeline narrowed the same way.
- Reports: the entries recorded on the campaign. Record a report asks for the days it covers, whether it is an update, a period or the final report, the figures the platform or a person has, what happened and what you will change; files such as the platform's own PDF attach to it. As the entry is saved, Rople's own figures for those days are frozen onto it, so "as measured then" can be read against now when late wins arrive.
- Lessons: what the campaign taught the company, filed into Knowledge › Lessons with the campaign on it.
- Export any of it as CSV, and Print for the sheet that goes up.
An item's What came of it reads the same entries, recorded on the item.
Reports, the fourth tab under Growth › Campaigns, is every campaign over one window — this month, last month, or any two days — one row each with its change on the window before, by channel with subtotals and a total, sortable, exportable. A campaign's name opens its own report over the same days.
Planning a campaign
Plan a campaign asks for:
- Name — the one leads will pick. Leads name a campaign by this name, so choose the one people will recognise. Renaming keeps every lead: the ones pointing at the campaign carry the new name. A name another campaign has is refused rather than merged.
- Channel, Status (Planned, Active, Completed or Cancelled), Starts and Ends.
- Budget, and Spent so far.
- Offerings it promotes.
- Google Ads campaign ids and Meta campaign ids: the ids those platforms know the campaign by. A lead form submission carrying one of these lands on this campaign rather than on a name nobody planned.
- What it is for.
- Retire from the lead pickers, on an existing campaign. Its leads keep their attribution and it stays measured here; it is simply no longer offered.
#### Unplanned campaigns
A campaign a lead names exists the moment it is named. Typing a new name into the campaign picker on a lead, importing a file with a campaign column, or a form posting a campaign Rople has not seen all create a campaign with the status Unplanned: nobody has yet said what it costs or when it runs. It is measured like any other and sits in the Campaigns view, so the person who can plan it sees that it exists. Press Edit on it to fill it in.
Where the numbers come from
- Leads. A lead points at the campaign it came from. That is set when the lead is added or imported, when a website form, a Google Ads lead form, the public API or Explee brings it in, and when it arrives through a tracked link. The name is kept as written; the figures count by the campaign. A lead that only carries a name (from before this was built) still counts, and the row says how many do.
- Spend. When Finance records a payment out as being for a campaign, that is the campaign's spend, and the row says "from Finance". Otherwise it is what was typed under Spent so far.
- Cost per lead and cost per close. The spend divided by the leads and by the wins. A campaign with no spend, or no win, shows "—" rather than ₦0.
- Converted. Won as a share of the leads that have been decided (won or lost), so a live campaign with forty open leads is not read as 5%.
- Return. The won engagements' contract value over the spend, labelled as such; what has actually been paid is beside it.
The planned cost of an item is what was set aside. What was actually paid comes from Finance.
Alerts
Organisation › Rules can raise six alerts about marketing, each switched off or tuned there: a campaign running with no leads (active, spending, and not one lead names it), a campaign near its budget (80% spent, or over), a lead source gone silent (a website form or ad endpoint that used to receive leads and has received nothing for a week — a broken form looks exactly like a quiet week), marketing not out on its day (an item still planned after its day has passed), a campaign ended without a report (a week past its last day with no final report recorded) and a campaign running without an update (two weeks with nothing recorded on it). The last two go to the campaign's owner and open its Report.
Partners & referrals
Growth › Partners & referrals is the register of agents, referrers and introducers who bring the business work, with what they brought and what they are owed.
What to do first
Press Register a partner, then open a lead they sent and choose them under Introduced by in the lead's Proposals panel.
The register
Across the top: Partners (how many active), Leads introduced (how many still open), Revenue from partners and Commission owed. Three views: Everyone, Commission owed and Gone quiet.
Each partner shows their kind, firm, tier and commission rate; the leads they introduced, how many were won and the revenue; the commission earned, paid and owed; and how active they are:
- Active: introduced or closed something in the last 30 days.
- Gone quiet: nothing for 30 days.
- Dormant: nothing for 60 days.
Registering a partner
The sheet asks for Name, Kind (Agent, Referrer, Introducer, Agency or Other), Firm, if any, Phone, Email, Tier and Commission, %. Stop working with this partner takes them off the register; what they introduced keeps their name.
Credit and commission
- A lead names who introduced it under Introduced by. When it is won, the engagement carries the credit, so it survives the lead.
- Commission is the offering's own commission where it has one, otherwise the partner's rate on the engagement's value.
- It is earned as the client pays. A partner is never owed on money the business has not received.
- Record a payout (level 3) records an amount, the date and the transfer reference. What is owed falls by it. The payout is recorded here; the money itself is paid through Finance as usual.
How it connects
- Every lead names its campaign and its introducer in Leads and pipeline.
- Wins are engagements in Clients and accounts, and what has been paid is read from their billing.
- A campaign's spend comes from payments out in Finance.
- Campaigns name the Offerings they promote.
Common questions
A campaign shows no leads, but I know some came from it. The leads have to name it. Open each lead and pick the campaign. A campaign that was created under another spelling is a separate campaign: open the leads and move them, or retire the spare from the pickers.
A row says some leads are "by name". Those leads carry the campaign's name but were never pointed at the campaign itself. They count. Opening and saving one of them points it at the campaign; until then, the figure survives a rename because the rename updates the leads that point at it and re-links the ones that still match the new name.
How do I measure a flyer? Make a tracked link on the item, download its QR and put it on the flyer. The clicks are counted on the item, and anybody who scans it and fills in a form on your website is the item's lead.
Why is a partner's commission earned less than what is on the books? Commission is earned as the client pays. "On the books" is what the partner will have earned once the engagements they brought are paid in full.