Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Add Campaign Records

Customer Relationship Management (CRM) allows you to effectively track the progress and outcome of any marketing campaign conducted by your company. Campaigns details can include the product/service promoted, the medium or channel of the campaign, target audience, budgets, expected sales results, return on investment (ROI) and more. These details can be dynamically updated as the campaign progresses.

You can create campaign records in three ways:

• Create a new campaign record by manually entering the details – Setup a new campaign record and specify all its details. See Create a New Campaign Record for details.

• Quick create a record - Create a new campaign record with only the details you require. Other details can be added later as the campaign gains momentum. See Quick Create a Campaign Record for details.

• Cloning a record - Duplicate an existing record and use it as a starting point to create a new record. See Clone a Campaign Record for details.

Once a Campaign record is added to the 'Campaign List', you can:

• Track the progress and the responses to the campaign and update the details till the completion. See Track Campaigns for more details.

• Add activities like scheduling events, meetings and more for the campaign. The scheduled activities will be reflected in the calendar of the staff member to whom the campaign is assigned for effective tracking. See the explanation under Adding Activities for a Campaign in the section Track Campaigns for more details.

• Associate contacts, leads, organizations and opportunities based on campaign responses and initiate automated emails to them as a part of the campaign activities. See Associate Records from other Modules to a Campaign for more details.

Create a New Campaign Record

• Click 'All' on the title bar and choose 'Campaigns' under 'Marketing and Sales' to open the 'Campaign List' interface

• Click the 'Add Campaign' button

The 'Create New Campaign' dialog will open to fill in the campaign details and create the campaign record.

Create New Campaign – Form Parameters
Form Parameter	Description
Campaign Details
Campaign Name	Specify a name for the campaign record, shortly describing the campaign.
Assigned to	Choose the staff member assigned to coordinate the campaign. The selected staff member will be able to access the campaign and update the details along the progress and associate records like leads, contacts and opportunities for further campaign activities like sending automated emails and more.
Campaign Status	Select the current state of the campaign. The available options are: Planning Active Inactive Completed Cancelled Administrators or the assigned staff member can change the status along the progress of the campaign. See Track Campaigns.
Campaign Type	Choose the channel or medium through which the campaign is conducted.
Product	Specify the product or service being promoted by this campaign. For products already added to CRM: Type few letters of the name of product/service as search criteria and choose the item from the options For new products/services: Click the '+' button and enter the details of the product/service in the 'Quick Create Product' dialog. See Create a Product for more details. The newly added product will also be added to the 'Products' module for management.
Target Audience	Specify the type of target audience in the target market, to which the campaign is aimed.
Expected Closing Date	Specify the tentative date at which the campaign is planned to be concluded.
Sponsor	Specify the sponsor who has made financial commitment for the campaign.
Target Size	Specify the number of audience count, to whom the campaign is expected to reach.
Num Sent	Number of emails sent for the campaign.
Expectations & Actuals
Budget Cost	Enter the amount of money allotted to be spent fro the campaign.
Actual Cost	Enter the cost incurred so far for the campaign. The cost can be updated along with the progress of the campaign. See Track Campaigns.
Expected Response	Choose the degree of response you expect to receive for the campaign from the audience
Expected Revenue	Enter the amount of money you expect to generate as revenue at the end of campaign.
Expected Sales Count	Enter the number of products that you plan to sell during this campaign.
Actual Sales Count	Enter the number of products that were actually sold because of this campaign. The count can be updated along with the progress of the campaign. See Track Campaigns.
Expected Response Count	Enter the number of responses you expect to receive from the audience for this campaign.
Actual Response Count	Enter the number of responses you actually received from the audience for this campaign. The count can be updated along with the progress of the campaign. See Track Campaigns.
Expected ROI	Specify the ROI that you expect from the campaign.
Actual ROI	Specify the actual ROI you received from this campaign. The ROI can be updated at anytime along with the progress of the campaign. See Track Campaigns.
Description Details
Description	Enter a description for the campaign.

• Fill up the form with the details of the campaign and click 'Save'

The campaign record will be saved and added to the list of campaign records in the 'Campaigns List' interface.

Quick Create a Record

The 'Quick Create' option allows you to create a campaign record from any interface, within a short time. It requires you to enter only the basic details.

• Click the '+' button at the top right from any interface of CRM and choose 'Campaign' from the options.

 

• Fill-in the campaign details in the Quick Create Campaign dialog. Descriptions of the form parameters are available in the table above.

• If you want to view and enter all details, click 'Go to the full form'

• Click 'Save'
  

The record will be saved and added to the list of campaign records in the 'Campaigns' interface. You can open the details interface for the record by clicking the campaign name and add/edit the details as required at anytime.

Clone a Campaign Record

CRM allows you to create a new campaign record using an existing record as a template. You can then edit the cloned record according to the requirements of your new campaign. This is useful when you are creating a campaign record for a product/service for which a campaign exists already, for a new type of audience, using a new campaign type and more.

To clone a campaign record

• Click 'All' on the title bar and choose 'Campaigns' under 'Marketing and Sales' to open the 'Campaign List' interface

• Click on the name of the campaign record you want to clone to open the the 'Campaign Details' interface

• Click 'More' on the top right and choose 'Duplicate'

The 'Creating New Campaign' form will open with the details populated from the original record.

• Enter a new name for the new campaign

• Edit the details as required. Descriptions of the form parameters are available in the table above.

• Click 'Save'.

The campaign record will be saved and added to the list of campaign records in the 'Campaigns' interface.