FAQ on Campaign Management

 

Activating campaign

 

How do I activate Campaign on the Portal?

To activate Campaign on the Portal, follow these steps:

Log in to the Portal with Super Admin credentials.
Click on the Settings Icon in the left menu.
Navigate to the Sales section.
Under Sales Preferences, search for “Campaign.”
Check the box next to “Campaign” to enable this feature.

 

Masters of Campaign

 

What are the steps to log in using Super Admin credentials?

To log in with Super Admin credentials, utilize the specified username and password provided during the portal setup.

 

Where is the Settings section located within the portal?

Navigate to the left menu and locate the “Settings” option, typically found in the left-side menu of the portal interface.

 

How do I access the Masters Options under the Settings section?

Within the Settings section, look for the option labeled “Masters” and click on it to access the Masters Options.

 

How can I navigate to the Campaign section within the Masters Options?

After clicking on “Masters,” locate CRM Sales and click on it to access the “Campaign” section.

 

How does the creation of Campaigns work under Masters?

To create a Campaign under Masters, select the Campaign type during the new Campaign creation process. This option is displayed while creating a new Campaign.

 

Reports of Campaign

 

What are the Reports of Campaign and their output?

Campaign Profitability Report:

Purpose: The Campaign Profitability Report aims to provide insights into the financial performance of a specific campaign

Key Metrics:

• Revenue: Total income generated from the campaign, including sales and conversions.
• Costs: The total expenses incurred during the campaign, encompassing marketing, advertising, and operational costs.
• Profit/Loss: Calculated by subtracting costs from revenue, indicating the overall financial outcome of the campaign.

Benefits:

Helps evaluate the return on investment (ROI) for the campaign.
Assists in identifying successful campaigns for future optimization.

 

Campaign Expected vs. Actual Report:

Purpose:
The Campaign Expected vs. Actual Report is designed to compare the anticipated outcomes of a campaign with the actual results achieved.

Key Metrics:

• Expected Metrics: Initial projections for metrics like reach, engagement, conversion rates, and revenue.
• Actual Metrics: Real-time or historical data reflecting the actual performance of the campaign.
• Variance: Numerical difference between expected and actual results for each metric.

 

Tips for Utilizing Reports:

Regularly review both reports to make data-driven decisions for future campaigns.
Analyze patterns and trends to refine targeting and messaging strategies.
Use the Campaign Expected vs. Actual Report to fine-tune projections for better accuracy in future planning.
Leverage insights from the Campaign Profitability Report to allocate resources effectively.

 

Campaign not showing in lead

Why is campaign not showing in lead?

Campaign Date Issues:

• Past End Date: Ensure that the current date is within the campaign’s start and end date. If the end date has already passed, the campaign might not be visible.
• Start Date Not Yet Reached: If the campaign has not started yet, it might not appear until the start date is reached while create Lead.

Creating a New Campaign

How to create New Campaign?

Navigation:

Begin by navigating to the left menu.
Locate and select “CRM Sales.”

Search for Campaign:

Within CRM Sales, search for the “Campaign” option.

Campaign Listing Page:

Once in the Campaign section, you’ll be directed to the Campaign Listing page.
Here, you can view existing campaigns.

Add a New Campaign:

On the right-hand side of the header, find the “+” icon.
Click on the “+” icon to initiate the process of adding a new campaign.

Campaign Form:

The system will open a form for creating a new campaign.
Ensure to fill in all the required fields.

Field Details:

Provide detailed information such as the campaign name, Owner, Type, start and end dates, expected revenue, budget cost and any other relevant details.

Save:

Once all fields are filled, locate the “Save” button.
Click “Save” to store the new campaign details.

Confirmation:

After saving, the system should confirm the successful creation of the new campaign.

Verify Campaign Listing:

Return to the Campaign Listing page to confirm that the new campaign is now visible.

 

Downloading campaign list

Can we download campaign list in excel?

No, you will not able to download campaign list.