Understanding Campaign

A Campaign can be described as an organized course of actions to achieve a goal. The goal in  business being to generate leads which in turn can convert to sales.

This is basically the starting point for revenue generation.



Navigate to Settings > Sales.

Under the Sales Preferences tab, check the box Campaign Management.

Click on Update.



Navigate to Settings > User Roles.

Select the employee you want to give Campaign Permissions to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Press Ctrl+F and enter the word Campaign. Enable all the permissions related to the campaign.

Click on Save.


Creating a Campaign

First we will create a campaign and then connect it to a lead.

Navigate to Left Menu > CRM Sales > Campaign.

All the campaigns created would be visible on the index page.

Click on the plus button on the top right.

Fill in all the details.

Click on Save.


Connecting Campaign to the Lead

Once the Campaign is created, it can be linked to a new or existing lead.

Open a lead form by navigating to the left menu> CRM Sales> Lead.

In the form, there is a field to enter the campaign. Enter the Campaign name there.

Click on Save.

Note: It will be visible in the Lead Index Page.


Campaign Reports

There are two reports related to the Campaign.


Campaign Profitability Report

The campaign profitability report helps to provide insights on the financial performance of a particular campaign. Key metrics like profit and loss, cost and revenue can be gauged. It helps in evaluating the ROI of the campaign and assists in identifying successful campaigns for future optimization.


Campaign Expected vs. Actual Report

This report is designed to compare the expected outcomes with the actual results of a campaign. Real-time historical data and variance is captured in this report. This report helps to gauge the performance of any campaign and what it was expected to be.

Both these reports help in planning the strategies in a better way for the future.


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