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CRM - Admin Guide

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Marketing And Sales > Manage Marketing Campaigns
  • Introduction To CRM
    • Login To CRM
  • The CRM Administrative 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
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      • Manage Leads
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      • Mass Management Of Leads
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      • Mass Management Of Organizations
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      • Add A New Contact
      • Manage Contacts
      • Associate Records From Other Modules To A Contact
      • Mass Management Of Contacts
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      • Manage Quotes
      • Associate Records From Other Modules To A Quote
      • Mass Management Of Quotes
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      • 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
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      • Add Price Books
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      • Add A Vendor
      • Manage Vendors
      • Associate Records From Other Modules To Vendors
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      • Add A Purchase Order
      • Manage Purchase Orders
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    • Manage Reports
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  • About Comodo Security Solutions

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 and choose 'Campaigns' under 'Marketing and Sales' to open the 'Campaigns' interface




By default, the list of all campaigns will be displayed with the following details.


Campaigns List - Column Descriptions

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:

  • Add Campaign Records
  • Track Campaigns
  • Associate Records From Other Modules To A Campaign
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