Campaigns

Navigation: Sales → Campaigns

Campaign is a set of planned actions to achieve goal related to sales.

Review Campaign form

Campaign_overview2

1. General information about Campaign is provided in tab General. You have to fill in this information when creating new Campaign.

2. In tab Media it is possible to attach files. Click Select Files or do Drag & Drop.

3. In tab Notes it is possible to leave notes. Click Add note to create new note.

4. Available Info Tabs:

5. Available navigation buttons:

  • Add new: is used to create new Campaign.
  • To list: is used to go to the list of Campaigns.

Create new Campaign

To create new Campaign follow these steps:

1. Go to Sales → Campaigns.
2. In the list of Campaigns click Add_Create_new.
3. Fill in fields in tab General:

  • Title: shortly indicates what Campaign is about.
  • Status: indicates the progress of Campaign (list is taken from Settings → Dictionary → Campaign → Status).
  • Priority: indicates priority of the Campaign (list is taken from Settings → Dictionary → Campaign → Priority).
  • Source: indicates the source of target group of the Campaign.
  • Start: indicates date when Campaign actions has to begin. By default start date is pre-set to current date.
  • Finish: indicates date when Campaign actions has to finish.
  • Owner: indicates who will be responsible and accountable for this Campaign (list is taken from Settings → Users).

4. Click Save.

Campaign_create1

Add audience members to Campaign

After general information about Campaign is filled, targeted audience members have to be added and expected response planned. To add audience members to Campaign and fill in expected response data follow these steps:

1. Go to tab Audience.
2. In the audience list click Add_Create_new to add new audience member.
3. From the drop down list choose entity (Account group; Contact group; Account; Contact) which records will be used to make an audience list.
4. Choose Account, Contact or Lead group which members have to be added to audience members list or particular Account, Contact or Lead record.
5. Click Save.
6. Repeat 3-5 steps until audience members list is completed.

Add audience
7. Click Edit and fill in expected response data (actual data will be counted automatically):

  • Expected response: expected amount of target audience members to give response in absolute numbers.
  • Expected response pct, %: indicates expected amount of target audience to give response in percentage.

Edit response

It possible to assign lists of audience from a previous campaign(s).

In the Audience tab click Lead_create_task to assign audience from past campaign(s).

Select to the campaign(s) and click Save.

Audience assign

 

In tab Audience is possible to create the new Lead from audience record.

1. Click Create lead to create lead.

2. The “Create Lead” modal window opens.

Create lead modal window

3.Fill information and click Save.

Add audience members to mailing campaign

Audience members can be chosen for mailing campaigns. To add audience member to mailing campaign follow these steps:

1.In the Audience open Campaign audience list by clicking Audience list button.
2. In Campaign audience list select required audience members by separately marking them Mark or select all members at once by using button Button and selecting Select all.
3. After audience is chosen, select Campaign_send_email option from the menu at the bottom.
4. Fill in email information: fill in email subject, pin attachments and in the empty field write the message text. Note: in order to choose the needed attachment, it has to be saved in Media Tab before generating the email.
5. Click Send. Sent mail goes to Mail Queue (Tools → Mail Queue), where real time information can be tracked.

sendEmail

Create Task related to Campaign

It is possible to create Tasks related to Campaign in several locations of the system: Kanban window, Tasks list window, Campaign form, Campaigns list window.

To create new Task related to Campaign in Campaign form follow these steps:

1. In tab Tasks click Add_Create_new.
2. Fill in Task’s information and click Save.

Generate a set of Tasks related to Campaign (Initiate Process)

It is possible to generate a set of Tasks related to Campaign from a template (initiate a predefined process). To generate a set of Tasks related to Campaign follow these steps:

  1. In tab Tasks click  Lead_create_task and select Process or in tab Process click New_process.
  2. Select process template from the drop-down menu (list is taken from Settings → Processes).
  3. Define date when process should start / finish.
  4. Define date type: Start – First Task of the process will start on the indicated date, Finish – dates of the process Tasks will be defined so that the process would end on the indicated date. Important: there is a possibility to define process finish date only if process does not have decision tasks.
  5. Active Update dates option automatically updates tasks dates when changes in process task planned dates are made.
  6. Click Save.

Process2

Add audience response information

It is possible to add audience response information in several parts of the System: Campaign form and Campaign audience list.

To add audience response information in the Campaign form follow these steps:

1. Go to tab Audience.
2. Click edit button.
3. Indicate status of the audience member (Contacted, Not Contacted) and response information (Responded, Not responded).
4. Click Save.
5. Repeat 2-4 steps until response information of all audience members is indicated.

Edit target

To add audience response information in Campaign audience list follow these steps:

1. Go to tab Audience.
2. Click Audience list button.
3. In Campaign audience list select required audience members by separately marking them Mark or select all members at once by using kaina button and selecting Select all.
4. Select Set Status option and indicate status of the audience members (Contacted, Not Contacted).
5. Select Set Response option and indicate response information (Responded, Not responded).

Campaign_audience_list

After these actions are finished, in tab Audience the actual data of the responses is counted:

  • Actual response: system automatically counts actual amount of target audience that has given response (sum of audience members that has “Responded” response status).
  • Actual response pct, %: system automatically counts ratio of responded and all audience members of the campaign.

Audience response

Add information of expected sales related to Campaign

To add information of expected sales related to Campaign follow these steps:

1. In tab Expected Sales click Add_Create_new.
2. Fill in information of the expected sales: amount, planned year and planned month.
3. Click Save.
4. Repeat 2-3 steps until all information of expected sales is indicated.

Campaign_sales

At the top of tab Sales you can see aggregated information of expected and actual sales related to Campaign:

  • Expected sales: indicates expected sales of the Campaign. Calculated from the sum of information provided in Info Tab of Expected sales.
  • Actual sales: indicates actual sales amount excluding taxes of the Campaign. System counts automatically regarding information provided in part Finances which is related to Campaign, Opportunity, Project.

campaign_sales2

Add information of expected revenue related to Campaign

To add information of expected revenue related to Campaign follow these steps:

1. In tab Expected Revenues click Add_Create_new.
2. Fill in information of the expected revenue: amount, planned year, planned month and revenue category.
3. Click Save.
4. Repeat 2-3 steps until all information of expected revenue is indicated.

addRecord

At the top of tab Revenue you can see aggregated information of expected and actual revenue related to Campaign:

  • Expected revenue: indicates expected revenue of the Campaign. Calculated from the sum of information provided in Info Tab of Expected Revenues.
  • Actual revenue: indicates actual revenue amount excluding taxes of the Campaign. System counts automatically regarding information provided in part Finances which is related to Campaign, Opportunity, Project.

campaign_revenue2

Add information of expected and actual costs related to Campaign

To add information of expected costs related to Campaign follow these steps:

1. In tab Costs click Add_Create_new.
2. Fill in information of the expected cost: title and planned amount.
3. Click Save.
4. Repeat 2-3 steps until all expected costs are indicated.

To add information of actual costs related to Campaign follow these steps:

1. Click Edit_button button in the required cost line.
2. Fill in actual amount of cost.
3. Click Save.
4. Repeat 2-3 steps until all actual costs are indicated.

Edit record

At the top of tab Costs you can see aggregated information of expected and actual costs related to Campaign:

  • Expected cost: indicates expected cost of the Campaign.
  • Actual cost: indicates actual cost to perform the Campaign.

Cost

Set rights for users relevant to the Campaign

To assign users who can see and edit Campaign information follow these steps:

1. Go to tab Rights.
2. In field Assign User choose users who will see and be able to edit Campaign information. It is possible to choose to show Campaign to all users or only to particular users.

 

Campaign_rights

Perform actions in the list of Campaigns

CampaignActions

 

1. It is possible to work with Campaigns list by using standard functionality buttons: filter Campaigns, add new Campaign, change table properties, search Campaigns, narrow or extend information viewable in table cells, edit or add additional information to the Campaign, delete Campaign from the list.

2. It is possible to see how many related Not Started, In Progress, Waiting, Done or Cancelled tasks Campaign has.

3. It is possible to perform actions with Campaigns in the list without opening the entries. After selecting single or multiple Campaigns by marking lines Mark or selecting all Campaigns by clicking button Button available actions are:

  • Export records: is used to export selected Campaigns to MS Excel file.
  • Set status: is used to set status of the selected Campaigns.
  • Set priority: is used to set priority of the selected Campaigns.
  • Set Owner: is used to assign new Owner to selected Campaigns.
  • Assign Group: is used to assign selected Campaigns to a Group.
  • Assign Rights: is used to assign rights to review and edit Campaigns information for work groups, user groups or specific users.
  • Remove Group: is used to remove selected Campaigns from group.
  • Remove Rights: is used to remove rights to review and edit Campaigns information from specific work groups, user groups or specific users.
  • Create Task: is used to create new Task related to selected Campaigns. In case several Campaigns are selected several Tasks will be created.