Technical Overview for
IT Professionals
Application Template: Integrated Marketing Campaign Tracking
Microsoft® Windows® SharePoint® Services 3.0 is technology in Windows Server® that offers an integrated
portfolio of collaboration and communication services designed to connect people, information, processes and
systems both within and beyond the organizational firewall. Now available at no additional cost, Windows
SharePoint Services makes it simpler for IT professionals to implement and manage a team collaboration
infrastructure. Application Templates are tailored to address the needs and requirements for specific business
processes or sets of tasks for organizations of any size. The templates provide out-of-the-box, customizable
scenarios which solve business needs as well as providing a starting point for partners and developers looking to
build more sophisticated Windows SharePoint Services solutions.
Description of Template
The Integrated Marketing Campaign Tracking application template for Windows SharePoint Services 3.0 helps
marketing teams track the effectiveness of multiple marketing campaigns and activities. The main dashboard
lists complete, upcoming and in market campaigns, including start / end dates and budget analysis. The
template provides libraries to share integrated marketing plans, team resources marketing team contacts and
tasks that need to be completed. It also
contains an integrated marketing campaign
data analysis template, built in Microsoft
Office Excel® 2007.
This template is
designed to help marketers analyze the
effectiveness of marketing campaigns for a
single product. Using the Office Excel 2007
template as a starting point, users can
customize it to suit the data and
expectations of the expected output of the
campaign activities.
This application template also uses a Microsoft Office InfoPath® 2007 document as its main input method,
helping campaign managers list the campaign activities and track the performance of the campaigns they own.
Information from this Office InfoPath 2007 document is used to drive information on the main page of the
application template and within the Office Excel 2007 analysis templates.
© 2007 Microsoft Corporation. All rights reserved.
www.microsoft.com/sharepointapps
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Activities Performed in this Application Template
Campaign managers use the Integrated Marketing
Campaign Tracking site to complete:

Campaign Name and Owner Information

Marketing vehicle used

Expected & actual start/end dates

Budget allocated and spent

Activity info including exposures obtained

Total Sales, Responses and Actions taken by
prospective campaign customers
Integration with Office InfoPath 2007
The Office InfoPath 2007 document helps calculate
campaign metrics including:

Response / Action Rate: Calculated as the percent of
exposures that result in a response / action.

Cost per Response / Action: The average cost of each
response / action based on budget spent.

Total response / action rate:
The percent of all
exposures that resulted in a response / action.

Total cost per response / action: calculated as the
number of responses / actions divided by the total
budget spent.

Average Action Value: Revenue received for each
action reported.

Conversion Rate:
Percentage of responses that
resulted in an action.
The example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are
fictitious. No association with any real company, organization, product, domain name, email address, logo, person, places, or events is intended
or should be inferred.
ii
This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.
© 2007 Microsoft Corporation. All rights reserved.
www.microsoft.com/sharepointapps
Integration with Office Excel 2007
Campaign Analysis: The application template includes a campaign analysis workbook built in Office Excel 2007
which can be used to help analyze the success of marketing campaigns.
Site Lists and Libraries
Assistance: Learn about the tasks you can accomplish with the Integrated Marketing Campaign Tracking
template, including a getting started guide, how to create a new campaign, updating an existing campaign
tracking form, using the Integrated Marketing Campaign Data Analysis spreadsheet and other functions of the
application template.
Campaign Analyses: Analyze the progress of your marketing campaigns with the Campaign Analysis template,
and then add your completed analyses to this document library.
Campaign Status Forms: Track all integrated marketing campaign on this page. Add a new campaign by
completing a new Campaign Status Form. Sort by columns to change your view or select a new view in the view
list.
Integrated Marketing Plan: Store all documents related to your integrated marketing communications plan in
this document library.
Team Resources: Keep all of your important team documents in one place by using this document library.
Marketing Team Contacts: List the contact information for each member of the marketing team.
Tasks: Keep track of team tasks in this list.
The example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are
fictitious. No association with any real company, organization, product, domain name, email address, logo, person, places, or events is intended
or should be inferred.
iii
This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.
© 2007 Microsoft Corporation. All rights reserved.
www.microsoft.com/sharepointapps
Customizing SharePoint Sites and Templates
Microsoft Office SharePoint Designer 2007 is a Web site development and management program that provides
powerful tools to build, customize, and contribute to Windows SharePoint Services sites using the latest Web
design technologies and established standards in an IT-controlled environment.
Use Office SharePoint Designer 2007 to create and deploy interactive solutions without having to write code.
Automate business processes, such as document approval, custom event notification and other collaboration
tasks with the workflow designer. Create reporting and tracking applications using data views and forms to
easily gather and aggregate data from outside your site and from lists and document libraries on the Web.
Extend your solution by building advanced interactive Microsoft ASP.NET pages. Insert and edit controls with
the same powerful activity menus and control property grids previously found only in the Microsoft Visual
Studio® development system.
Technical Dependencies
The Integrated marketing Campaign Tracking application template has the following technical requirements:

Microsoft Windows SharePoint Services 3.0*

Microsoft Office InfoPath 2007

Microsoft Office Excel 2007
*Review Windows SharePoint Services 3.0 system requirements for additional information:
http://www.microsoft.com/technet/windowsserver/sharepoint/techinfo/sysreqs.mspx
More Information
For more information on the technologies described in this article, please visit:
Microsoft Windows SharePoint Services 3.0:
http://www.microsoft.com/sharepoint
Microsoft Office SharePoint Designer 2007:
http://office.microsoft.com/sharepointdesigner
Application Templates for Windows SharePoint Services:
http://www.microsoft.com/sharepointapps
The example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are
fictitious. No association with any real company, organization, product, domain name, email address, logo, person, places, or events is intended
or should be inferred.
iv
This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.
© 2007 Microsoft Corporation. All rights reserved.
www.microsoft.com/sharepointapps