Tracking Your First Campaign

With SegMetrics up and running, you're ready to start seeing your marketing data in a whole new way. In this video, we'll walk you through tracking your first campaign — from finding the right metrics to understanding the insights that help you make better decisions and get more from every dollar you spend.

Full Transcription:

You've just launched a campaign — now what? Let me show you exactly what to look for in SegMetrics to know if it's working, even if you've never looked at marketing data before.

Before you start digging into data, make sure you're looking in the right dashboard. Running a paid ad campaign on Facebook or Google? Head straight to the Advertising dashboard — that's your home base. Running an email campaign or anything tagged with a UTM campaign parameter? You'll want to split your time between the Acquisition dashboard and the Engagement dashboard. Each one tells a different part of that story.

Either way, first things first — confirm SegMetrics is seeing your campaign. In Acquisition, check that Page Views and Visitors are moving. In Advertising, check that your Ad Spend is registering. No movement? Your campaign might not be live yet, or your tracking may need a quick check.

Next, follow the chain. Visitors are great, but what you really want to see is an uptic in New Leads, then those leads ultimately turning into customers. In either dashboard, find your campaign in the Top Sources widget. You'll see exactly how many visitors it brought in, how many became leads, and how much revenue it's generated so far. This tells you whether your campaign is attracting the right people — or just traffic.

Now look at Top Pages in the Acquisition dashboard. This shows which page people landed on from your campaign — and whether it's converting. If you're getting visitors but no leads, your landing page might be the problem, not the campaign itself. That's a really important distinction to make early.

Don't panic on day one. The trend charts show you momentum over time, and most campaigns take a few days to find their rhythm. What you're looking for is a general upward trend in leads and revenue — not perfection right out of the gate.

Once your campaign has been running for a week, check your Return on Ad Spend in the Advertising dashboard. This single number tells you whether your campaign is actually profitable — not just popular.

Tracking your first campaign isn't about drowning in data — it's about asking three simple questions: Are people finding me? Are they converting? And is it worth what I'm spending?"