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skill CX Codex

campaign-ledger — Claude Code skill: what it does, how to install

Assigns universal IDs to marketing initiatives, checks UTM and ad naming across ad networks, and builds a single ledger connecting ad spend to CRM revenue.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓
npx skills add cognyai/claude-code-marketing-skills --skill campaign-ledger -a claude-code
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What campaign-ledger does

This skill bridges the gap between ad impressions and actual bank deposits. It allocates a structured identifier like <PREFIX><NNN> to every campaign and carries it through ad names, audience groups, emails, and CRM deals. The result is a centralized ledger matching outbound marketing spend directly to customer revenue.

The logic operates via Cogny MCP connectors across ad platforms, web analytics, and CRMs. It inspects creative names with strict regex patterns to track specific angles and visual formats. On networks without ad-level naming, such as responsive search ads, the ID attaches to campaign structures and the utm_content parameter.

You need the cogny-mcp integration and an active Cogny plan at $9/mo. Without these prerequisites, the skill cannot access ad accounts or query revenue tables.

What it helps with

  • Connect ad network expenses to deals and closed revenue in CRM
  • Audit ad names and UTM tags against regex naming standards
  • Generate structured campaign IDs carrying specific angles and formats
  • Identify marketing assets and ad groups that violate naming rules

Example prompts for the agent

  • /campaign-ledger init
  • /campaign-ledger new "dinner angle"
  • /campaign-ledger audit

How to install campaign-ledger

1Skills CLI (Vercel)

npx skills add cognyai/claude-code-marketing-skills --skill campaign-ledger -a claude-code

2Manually: put the files in place

~/.claude/skills/campaign-ledger/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/campaign-ledger/

Step by step, with commands for each platform: How to install skills in Claude Code: five ways

Questions about campaign-ledger

How do I install campaign-ledger in Claude Code?

Run npx skills add cognyai/claude-code-marketing-skills --skill campaign-ledger -a claude-code. The file will be placed in ~/.claude/skills/campaign-ledger/SKILL.md.

What does campaign-ledger do?

It assigns uniform campaign IDs across marketing tools and maintains a single table linking ad spend to paying CRM customers.

What prerequisites are required?

It requires configured cogny-mcp tools and a Cogny subscription at $9/mo to pull reporting from advertising networks and CRMs.

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