Let’s talk about reporting cost to Bizible! There are 3 ways to do this so it’s important to understand which method will be best for each type of cost you’d like Bizible to know about.
To prevent forgetting about any cost or over-counting it (pulling from the API connection AND uploading the same cost in the CSV, for example), it’s a good idea to create primary doc to keep track. Perhaps a spreadsheet with columns for the Channel, Subchannel and method that you will use to report the cost to Bizible. Another reason to have a clearly defined strategy is because once Bizible associates a cost method to a given campaign, Bizible will only listen to updates from that method going forward — it is not easy to switch back and forth.
That said, let’s discuss the requirements for using each cost method to help you decide.
In summary, it is highly likely that you’ll be using at least two methodologies (probably API integrations and the CSV), or even all three! We just want to make sure that you have all the knowledge to make the best choice for your org and eliminate any confusion!
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