Manage Marketing Campaigns
The 'Campaigns' module offers your marketing team the ability to schedule and execute mass marketing campaigns. Customer Relationship Management (CRM) helps you create, track, and optimize these initiatives. Your campaign goals will depend on the priorities of your organization, and can include raising brand awareness, obtaining new leads, converting leads to sales, or encouraging existing clients to purchase more products or services.
Many campaigns also have lists of leads or contacts associated with them. These leads or contacts will then have a marketing function performed on them (a phone call, an email, a piece of mail, etc.) and responses will be recorded on each client record. These lists can be associated with campaigns in CRM.
The 'Campaigns' area allows you to add and manage records of new campaigns, associate them with contacts, leads, opportunities, and customer organizations. You can add events and reminders to each campaign and update campaign activities in order to track your progress.
- Click 'All' on the title bar
- Choose 'Campaigns' under 'Marketing and Sales'
By default, the list of all campaigns will be displayed with the following details.
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Campaigns List - Column Descriptions |
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|---|---|
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Column Header |
Description |
|
Campaign Name |
The name assigned to the campaign. |
|
Campaign Type |
The campaign channel or medium. For example, 'Webinar', 'Direct Mail', 'Telemarketing' etc. |
|
Campaign Status |
Campaign status as last updated by the staff member to whom the campaign is assigned. |
|
Expected Revenue |
Projected revenue as entered when the campaign was created or modified. |
|
Expected Close Date |
Scheduled completion date of the campaign. |
|
Assigned to |
Staff member to whom the campaign is assigned. |
- Click any column header to sort the table according to the items in the column.
- To search for a specific item, enter the search criteria in the respective column header(s) and click 'Search' at the right end of the column header.
- For more details on Advanced filter options, see the section Custom Views.
Custom Filter View
The 'Campaign List' interface allows you to create custom views. For example, you may want to view only those campaigns assigned to you, and only view selected columns like campaign name, campaign type and target audience.
You can create any number of views, and can make any view your default. See Custom Views for more details.
The following sections explain more about: