Campaign tracking and attribution for advisory firms
Advizo's Campaign Hub gives mortgage and advisory firms a complete view of marketing performance. Track every email send, social post, paid ad and link campaign — see which channels deliver the best leads, which convert into completed cases, and where your marketing budget is best spent.
Campaign Performance
Last 30 days
Clicks
1284
Leads
76
CPL
£14
Leads by week
Top campaigns
April newsletter
Email · 24 leads
FTB awareness
Facebook · 38 leads
Pro introducer
LinkedIn · 14 leads
Know exactly where your leads — and your revenue — are coming from
Related capabilities: Lead Capture, Email Studio, Automations & Tasks
Unique Campaign Links
Generate trackable URLs for any channel in seconds. Every click, every form submission and every conversion is automatically attributed to the right campaign — no UTM spreadsheets, no manual tagging.
Multi-Channel Attribution
See performance across Facebook, Instagram, LinkedIn, Google Ads, email and introducer channels in one dashboard. Compare apples to apples and finally answer the question: which channel actually drives business?
Email Campaign Performance
Track opens, clicks, replies, leads generated and clients converted for every email send. Built-in integration with Email Studio means every campaign you build is measured automatically.
Lead-to-Client Conversion Reporting
Don't just measure leads — measure outcomes. See which campaigns produced enquiries that became completed mortgage and protection cases, with full visibility from first click to final commission.
Cost-per-Lead & ROI
Enter your campaign spend and Advizo calculates cost-per-lead, cost-per-client and return on investment automatically. Make confident decisions about where to invest your next marketing pound.
Real-Time Dashboards
Live performance dashboards show you what's working today — not last month. Drill into any campaign for granular detail or zoom out to see firm-wide marketing health at a glance.
Built for real advisory workflows
Here's how firms like yours use this feature every day.
Prove ROI on social media advertising
Tag every Facebook and Instagram ad with a unique Advizo campaign link. After 30 days you'll know not just which ads got the most clicks — but which ones produced clients, and at what cost.
Compare introducer source performance
Generate a unique tracking link for each introducer or referral partner. Quickly see which partners send the most leads, the highest-quality leads, and the leads that actually convert into completed business.
A/B test email campaign subject lines
Send two variations of an email through Email Studio, each tied to its own Campaign Hub entry. Compare open rates, click rates and lead conversions side by side to learn what your audience actually responds to.
Optimise paid ad spend across channels
View Google Ads, Meta and LinkedIn campaign performance side by side with cost-per-lead and cost-per-client metrics. Reallocate budget to your top-performing channels with confidence backed by real data.