Ø Useful campaigns for
contact management, marketing and sales support.
Ø Campaign is a
marketing activity that tailors the Components and Channels through which you
can publish your content in a coordinated, strategically timed way to meet
specific business goals. After you add your Contacts and set up the required
Channels, you can create Campaigns to build meaningful relationships with your
Contacts.
Ø One of the key
benefits of the Campaign workflow is the ability to define these workflows in
advance and have them automatically respond to your Contact and progress. This
automation reduces the amount of time required for manual Contacts operation
and improves the reliability of Contact nurturing.
Ø The
campaign, if it has finished running the internal nodes for the Leads, will not
run again. But if the list of Leads is updated, the Campaign will run Nodes to
those new Leads
Ø Note: In order for the Campaign to send emails,
you must set up Cron Job and Run Cron Job
- Step 1: Select the Campaigns screen -> Select the Add function included in
the screen
- Step
2: The system will display the Campaign screen -> Proceed to enter the
necessary values -> Then click Save to save the action just done and move to
Step 3
* Explanation:
o The Name field is
used to enter the name of the corresponding Campaign
o The Category field is
used to select the Campaign type. This field data is taken from the Category
screen in Setting - set in section 1.2 and only get Categories of type Campaign
o The Color field is
used to select a recall color for later sorting and searching
o Published field: If
Yes is selected, the successfully created Campaign will take effect. Otherwise,
if you choose No, the generated Campaign will have no effect
o The Start date and
End date fields are used to select the start and end date of the Campaign
o The Description field
is used to enter a description for the Campaign
- Step
3: After entering the necessary data and selecting Save, the system will
display a screen General Details -> Draw Workflow for the corresponding
Campaign through the Builder function
- Step
4: The system will display the Workflow builder screen -> Proceed to draw
the Flow -> Then select Save to save the action just done or select Clear to
delete the Workflow
*Note:
●
Drag the action fields to the design area then release the
mouse
●
Select Ctrl and scroll function to zoom in or zoom out
2. View Campaign
- Step 1: At the Campaigns screen -> Select the View function corresponding to
the Campaign to see information
- Step
2: The system will display a screen containing the corresponding information of
the selected Campaign
* Builder
function for editing the created workflow design
* Explanation:
● The Workflow tab
screen will display the previously designed Workflow
● The Action screen
will show the history of how many times the action in the Workflow was run
● Statistics screen
○
The Email Stats chart
will show the number of leads sent to the corresponding email, the number of
leads who read the email and the number of leads who clicked on the link in the
corresponding email.
○
The Point Action over
time chart will show the number of leads applying Point Action in the campaign
being run
○
The SMS over time chart
will show the number of leads sent by SMS in the campaign being run
·
The Leads screen will display a list of the leads belonging to the corresponding
Campaign
·
The Customers screen will display a list of Customers
belonging to the corresponding Campaign
