6.1.1 Step 1: Campaign
In order to create a regular newsletters (e.g. with weekly frequency) addressed to a specific target in your database, you must first create a new campaign that will act as the newsletters “container”.
Note that “Campaigns” is a horizontal module that can be used also for other kinds of campaigns, such as telemarketing or events.
Create a new record from Campaigns with the CREATE button
Most of the fields shown are optional. If you are creating a newsletter-type campaign, fields like Revenue, Budget and Costs are less relevant (so you can omit them) compared, for example, to a trade show type campaign.
|
Campaign Name |
Choose a name based on the objective |
|
Campaign Type |
Choose the campaign type from the picklist (admin-editable values) |
|
Product |
Select a product from the CRM and link it to the campaign, if relevant |
|
Campaign Status |
Select the status (list can be changed by the administrator) |
|
Expected Close Date |
Date on which campaign will be ended |
|
Expected Revenue |
Amount of profit expected to be generated by the campaign |
|
Budget Cost |
Costs incurred for the campaign (indicated e.g. for trade show type campaigns) |
|
Assigned to |
User or group responsible for campaign management |
|
Target |
Describe target to which the campaign is addressed (Information text field) |