Campaign Management

Create, execute, and track targeted campaigns to engage customers and drive sales opportunities.

What is a Campaign?

A campaign is a coordinated set of marketing or sales activities designed to achieve a specific objective within a defined timeframe. Campaigns can target specific customer segments and include multiple touchpoints.

Creating a Campaign

Campaign Builder

Use the Campaign Builder to design your campaign structure:

  1. Click "New Campaign" from Campaign List
  2. Define campaign name and objective
  3. Set campaign dates and duration
  4. Select target audience or customer segment
  5. Design campaign stages and touchpoints
  6. Configure messaging templates
  7. Set success metrics and KPIs
  8. Review and launch

Campaign Objectives

Define clear objectives such as:

  • Lead generation
  • Customer acquisition
  • Upsell/Cross-sell
  • Customer retention
  • Event promotion
  • Product launch

Campaign Stages

Break campaigns into phases or touchpoints:

Multi-Touch Campaigns

  • Stage 1 - Awareness: Initial outreach to target audience
  • Stage 2 - Interest: Provide detailed information
  • Stage 3 - Decision: Present offers or proposals
  • Stage 4 - Action: Drive conversions

Scheduling Touchpoints

Define timing between campaign stages to optimize engagement without overwhelming recipients.

Campaign List Management

Viewing Campaigns

  • View all campaigns in list view
  • Filter by status (Planning, Active, Completed, Archived)
  • Sort by start date, target size, or performance
  • Search by campaign name or objective

Campaign Status

  • Planning: Campaign is being designed
  • Active: Campaign is running
  • Completed: Campaign has ended
  • Archived: Campaign is archived for reference

Campaign Details & Tracking

Campaign Performance Metrics

  • Reach: Number of people contacted
  • Engagement: Response rate and interactions
  • Conversion: Number of sales generated
  • ROI: Return on investment
  • Cost Per Lead: Campaign cost divided by leads generated

Stage-Wise Tracking

Monitor performance at each campaign stage to identify where engagement drops off and optimize messaging.

Audience Segmentation

Targeting Options

  • Geographic region
  • Industry or business type
  • Customer size (revenue, employees)
  • Purchase history
  • Engagement level
  • Custom attributes

Dynamic Segments

Create segments that automatically include customers matching defined criteria, ensuring campaigns always reach the right audience.

Campaign Automation

Trigger-Based Actions

  • Send follow-up when recipient opens email
  • Escalate to sales on key engagement
  • Auto-qualify leads meeting criteria
  • Schedule next touchpoint based on response

Workflow Integration

Integrate campaigns with your CRM workflows to automatically update opportunity status based on campaign participation.

Best Practices

  • Define Clear Objectives: Know what success looks like before launching
  • Segment Effectively: Target relevant audiences to maximize engagement
  • Time Touchpoints: Space communications appropriately
  • Personalize Content: Customize messaging for different segments
  • Test and Optimize: A/B test messaging and timing
  • Monitor Metrics: Track performance and adjust in real-time
  • Follow Up Promptly: Respond to engaged prospects quickly
  • Document Results: Capture lessons for future campaigns

Campaign Templates

Save successful campaign structures as templates for reuse:

  • Lead Generation Template
  • Upsell Campaign Template
  • Re-engagement Campaign Template
  • Event Promotion Template