The company provides business software on a subscription basis.The company says it is the world's favorite software.Customer relationship management is how a company keeps track of their contacts in order to maximize sales and communication between departments.The marketing department works with the sales department to plan marketing campaigns that develop leads.The leads that are generated can be tracked in the future to see how successful the marketing effort was.There are many steps to creating a campaign.The article will show you how to create a campaign.
Step 1: You need to sign into your account.
You will be asked for a password.There is a unique login for each user that companies usually sign up for.The database is stored on more than one server and can be accessed through an internet connection.
Step 2: You can find the "Campaigns" tab on the left hand side of the horizontal options for your account.
Press "New" near the top of the page.There is a vertical panel on the left side of the page.There are options to create new contact, campaign, and more.You can click on the "Campaign" in the list.
Step 3: In the drop down menu, you can choose whether the campaign is a "Parent" or "child" campaign.
A child campaign implies that it is a subset of a larger marketing campaign.
Step 4: You can fill out the information in the "Campaign Edit" screen.
Planning, Statistics and Links are subsections that allow you to split your campaign into stages.There is a red line next to the box.Click the "active" button for any new campaign that is going to be used, if your administrator decides which fields are required based on what you need to keep continuity in your records.Other users will be able to view your campaign.When your campaign is no longer active, you can always uncheck the box.To begin with, fill out the top and the "planning" section.This will include a description at the top, department, product type, dates of the campaign, and the amount of money you intend to generate.You don't need to use currency symbols because it's already set up for your currency type.Once the campaign has started and begun to generate numbers, the statistics box will not need to be filled in.
Step 5: The "Save" button is at the top of the page.
You can create a child campaign if you have created a parent campaign.There are parent and child associations in the "Campaign Hierarchy" box.