Add a Transaction

Transactions allow you to track the cost associated with lead generation. The transactions in Kizen can be tied to a Lead Source and an Expense Category. 

The Expense Categories include:

  • Advertising
  • Commissions
  • Contractors
  • Supplies
  • Travel
  • Other Costs

Transactions can be added to Kizen in two ways:

  1. Add a Transaction Manually
  2. Quick Add a Transaction

Add a Transaction Manually

Transactions can be added manually, one at a time, using these steps:

  1. Select Data from the top menu bar.
  2. Click Marketing Costs.
  3. Click Add Transaction. 

Add_a_Transaction_.png

  1. Complete the Transaction Details and Attribution Details.
    • Transaction Details
      • Transaction Model
        • Line Item Transaction - Enter the transaction date
        • Daily Amortization - Enter the start and end date
      • Cost
    • Attribution Details
      • Add in the Lead Source
      • Add in the Campaign (if applicable)
      • Select the Expense Category
    • (Optional) Split the cost between multiple lead sources
  2. Click Save.

Add_a_Transaction_2.png

Quick Add a Transaction

Basic details on transaction can be added from the All Transactions page, using these steps:

  1. Select Data from the top menu bar.
  2. Click Marketing Costs.
  3. To the left of the All Transactions table, click + Quick Add. 

Quick_Add_a_Transaction.png

  1. Enter the transaction information
  2. Click the to save each data point. 

Quick_Add_a_Transaction_2.png

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