Creating Campaigns

Creating Campaigns

The Campaigns App is the primary app, where you’ll generate a campaign, select an email template, identify the proper targets, then blast out your email. There are two types of campaigns: Quick Campaigns and standard Campaigns. In either case, you’ll also need to create a target list before you can proceed to launch a campaign. Here, you can target any other CRM apps such as leads, contacts, customers, or employees.

Create Quick Campaigns

Quick campaign is a direct method of conveying emails. It allows to launch the campaign while creating a new campaign.

• Enter Campaign name
• Start date
• Fill the Target details

Campaigns associated with CRM

Leads

• Go to the leads
• Create or edit the lead
• Add to the preferred campaign or Create a new campaign

Customers

• Go to customer app
• Create or modify a customer
• Add to the preferred campaign or Create a new campaign

Opportunities

• Go to Opportunity app
• Create/Edit a Opportunity
• Add to the preferred campaign or Create a new campaign